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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,575 hedge funds and large institutions have $238B invested in iShares Core S&P 500 ETF in 2022 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,146 increasing their positions, 983 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,575
Holders Change
-26
Holders Change %
-1%
% of All Funds
40.75%
Holding in Top 10
832
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-3.03%
% of All Funds
13.17%
New
124
Increased
1,146
Reduced
983
Closed
119
Calls
$327M
Puts
$1.51B
Net Calls
-$1.18B
Net Calls Change
-$527M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$13.3B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.34B
3
Goldman Sachs
Goldman Sachs
New York
+$971M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$818M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$722M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$3.19B
2
Squarepoint
Squarepoint
New York
-$2.37B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.24B
4
Victory Capital Management
Victory Capital Management
Texas
-$1.38B
5
Millennium Management
Millennium Management
New York
-$1.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
1751
MidWestOne Financial Group
Iowa
$1.28M -$119K -262 -8%
BI
1752
Ballast Inc
Kentucky
$1.28M +$845K +1,862 +193%
CS
1753
Capital Square
Tennessee
$1.28M -$2.64M -5,819 -67%
SWM
1754
Southern Wealth Management
Texas
$1.28M +$437K +963 +52%
CDH
1755
Charles D. Hyman
$1.28M -$19.1K -42 -1%
TF
1756
TRH Financial
Iowa
$1.28M -$63.5K -140 -5%
PTC
1757
Philadelphia Trust Company
Pennsylvania
$1.27M – – –
RFWA
1758
RPg Family Wealth Advisory
Massachusetts
$1.27M – – –
LNWWM
1759
Laird Norton Wetherby Wealth Management
California
$1.27M +$454 +1 +0%
EBT
1760
Enterprise Bank & Trust
Massachusetts
$1.27M +$256K +565 +25%
CIM
1761
Corda Investment Management
Texas
$1.26M -$458K -1,010 -27%
BFA
1762
Brown Financial Advisory
Alabama
$1.26M -$4.54K -10 -0.4%
CA
1763
Calton & Associates
Florida
$1.25M -$880K -1,940 -41%
PL
1764
Parthenon LLC
Kentucky
$1.25M – – –
Toronto Dominion Bank
1765
Toronto Dominion Bank
Ontario, Canada
$1.25M – – –
PFM
1766
Peak Financial Management
Massachusetts
$1.24M -$60.8K -134 -5%
AIA
1767
Arbor Investment Advisors
North Carolina
$1.24M -$15.9K -35 -1%
AM
1768
Atwater Malick
Pennsylvania
$1.24M +$3.18K +7 +0.3%
OFS
1769
OneAscent Financial Services
Alabama
$1.23M +$1.23M +2,721 New
CWM
1770
Cabot Wealth Management
Massachusetts
$1.23M -$105K -232 -8%
SSWM
1771
Smith Salley Wealth Management
North Carolina
$1.23M +$28.1K +62 +2%
MWM
1772
Minot Wealth Management
Massachusetts
$1.23M +$145K +319 +13%
FDCC
1773
Foster Dykema Cabot & Co
Massachusetts
$1.22M – – –
WCM
1774
Weik Capital Management
Pennsylvania
$1.22M +$29.5K +65 +2%
LSA
1775
Lion Street Advisors
Texas
$1.22M -$442K -975 -27%
69 70
71
72 73