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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 %
AM
1751
Atwater Malick
Pennsylvania
$1.04M +$4.17K +11 +0.4%
ACP
1752
Arcus Capital Partners
Georgia
$1.04M -$58.8K -155 -5%
AP
1753
Adero Partners
California
$1.04M +$172K +452 +20%
AIP
1754
Ahrens Investment Partners
Louisiana
$1.03M -$45.5K -120 -4%
SAA
1755
Southeast Asset Advisors
Georgia
$1.03M +$113K +297 +12%
RB
1756
Renasant Bank
Mississippi
$1.03M +$23.5K +62 +2%
CGL
1757
Clarius Group LLC
Washington
$1.03M +$292K +771 +40%
AIA
1758
Arbor Investment Advisors
North Carolina
$1.03M -$9.09K -24 -0.9%
B
1759
Bellecapital
Switzerland
$1.02M -$85.7K -226 -8%
TF
1760
TRH Financial
Iowa
$1.02M -$42.1K -111 -4%
FDCC
1761
Foster Dykema Cabot & Co
Massachusetts
$1.02M – – –
SWM
1762
Sugarloaf Wealth Management
Georgia
$1.02M +$87.9K +232 +9%
FPWM
1763
FSB Premier Wealth Management
Iowa
$1.02M -$33K -87 -3%
AFA
1764
American Financial Advisors
Georgia
$1.02M +$758 +2 +0.1%
RA
1765
Rodgers & Associates
Pennsylvania
$1.02M – – –
FA
1766
Financial Advisors
Massachusetts
$1.02M +$379 +1 +0%
FMTC
1767
Farmers & Merchants Trust Company
California
$1.01M -$1.9K -5 -0.2%
JE
1768
JMAC Enterprises
Pennsylvania
$1.01M +$758 +2 +0.1%
SHWM
1769
Silicon Hills Wealth Management
Texas
$1M -$1.09M -2,863 -52%
EM
1770
Excalibur Management
Massachusetts
$1M -$11K -29 -1%
HGERS
1771
Householder Group Estate & Retirement Specialist
Arizona
$999K +$138K +363 +16%
BTW
1772
Boston Trust Walden
Massachusetts
$998K – – –
EHC
1773
Everett Harris & Co
California
$997K – – –
FA
1774
Faithward Advisors
Pennsylvania
$994K – – –
FMI
1775
F/M Investments
District of Columbia
$993K -$81.3K -189 -8%
69 70
71
72 73