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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,515 hedge funds and large institutions have $199B invested in iShares Core S&P 500 ETF in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 1,138 increasing their positions, 950 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,515
Holders Change
-60
Holders Change %
-2.33%
% of All Funds
42.53%
Holding in Top 10
801
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-3.73%
% of All Funds
13.54%
New
103
Increased
1,138
Reduced
950
Closed
126
Calls
$273M
Puts
$228M
Net Calls
+$44.7M
Net Calls Change
+$1.22B

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$926M
2
Morgan Stanley
Morgan Stanley
New York
+$831M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$798M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$677M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$564M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$2.38B
2
USAA
United Services Automobile Association
Texas
-$1.1B
3
SLI
Sumitomo Life Insurance
Japan
-$1.07B
4
Bank of America
Bank of America
North Carolina
-$640M
5
Rafferty Asset Management
Rafferty Asset Management
New York
-$564M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
1726
Strategic Wealth Partners
Ohio
$1.1M +$163K +430 +17%
1SB
1727
1ST Source Bank
Indiana
$1.09M +$149K +394 +16%
BA
1728
Bridge Advisory
California
$1.09M -$2.3K -6 -0.2%
KP
1729
Keel Point
Alabama
$1.08M -$32.5K -77 -3%
JCM
1730
Jacobi Capital Management
Pennsylvania
$1.08M -$81.9K -216 -7%
SIMG
1731
Sonora Investment Management Group
Arizona
$1.08M +$530K +1,398 +96%
PP
1732
Prosperity Planning
Missouri
$1.08M – – –
CB
1733
CNB Bank
Pennsylvania
$1.08M -$26.2K -69 -2%
WCM
1734
Weik Capital Management
Pennsylvania
$1.08M +$54.9K +145 +5%
ICM
1735
Islay Capital Management
Texas
$1.07M -$1.01M -2,654 -48%
TWM
1736
TMD Wealth Management
Arizona
$1.07M -$426K -1,124 -28%
EIM
1737
Ervin Investment Management
Washington
$1.07M +$1.91K +5 +0.2%
CDH
1738
Charles D. Hyman
$1.07M – – –
WP
1739
Wealthspan Partners
Iowa
$1.06M +$1.06M +2,807 New
RFWA
1740
RPg Family Wealth Advisory
Massachusetts
$1.06M +$3.03K +8 +0.3%
EA
1741
Eudaimonia Advisors
Tennessee
$1.05M +$306K +808 +41%
SWA
1742
Strategies Wealth Advisors
Michigan
$1.05M -$100K -265 -9%
NEWAS
1743
N.E.W. Advisory Services
Wisconsin
$1.05M -$439K -1,158 -29%
TIAM2
1744
Tru Independence Asset Management 2
Oregon
$1.05M -$67.2K -177 -6%
PFM
1745
Peak Financial Management
Massachusetts
$1.05M +$17.1K +45 +2%
CA
1746
Cortland Associates
Missouri
$1.05M -$138K -365 -12%
BFA
1747
Brown Financial Advisory
Alabama
$1.05M -$4.17K -11 -0.4%
Toronto Dominion Bank
1748
Toronto Dominion Bank
Ontario, Canada
$1.05M – – –
IWA
1749
Intercontinental Wealth Advisors
Texas
$1.04M +$43.2K +114 +4%
PL
1750
Parthenon LLC
Kentucky
$1.04M -$3.79K -10 -0.4%
68 69
70
71 72