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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 %
KPCM
1776
Kings Point Capital Management
New York
$1.22M -$144K -318 -11%
AFA
1777
American Financial Advisors
Georgia
$1.22M +$907 +2 +0.1%
SIS
1778
Sound Income Strategies
Florida
$1.22M -$522K -1,150 -30%
FAG
1779
Fortitude Advisory Group
Washington
$1.22M -$20K -44 -2%
FMTC
1780
Farmers & Merchants Trust Company
California
$1.22M – – –
RA
1781
Rodgers & Associates
Pennsylvania
$1.22M – – –
FA
1782
Financial Advisors
Massachusetts
$1.21M +$453 +1 +0%
EM
1783
Excalibur Management
Massachusetts
$1.21M +$39.9K +88 +3%
APP
1784
Avantax Planning Partners
Iowa
$1.21M +$220K +484 +22%
CLOS
1785
Compagnie Lombard Odier SCmA
Switzerland
$1.21M +$206K +454 +21%
JE
1786
JMAC Enterprises
Pennsylvania
$1.2M – – –
RB
1787
Renasant Bank
Mississippi
$1.2M +$165K +363 +16%
TWP
1788
Tower Wealth Partners
Pennsylvania
$1.2M -$36.3K -80 -3%
CAAS
1789
Capital Asset Advisory Services
Michigan
$1.2M -$281K -619 -19%
KP
1790
Keel Point
Alabama
$1.2M +$4.08K +9 +0.3%
IWA
1791
Intercontinental Wealth Advisors
Texas
$1.2M – – –
MHIC
1792
Marble Harbor Investment Counsel
Massachusetts
$1.2M +$374K +825 +46%
CCMD
1793
Cypress Capital Management (Delaware)
Delaware
$1.2M +$33.6K +74 +3%
BTW
1794
Boston Trust Walden
Massachusetts
$1.19M – – –
EHC
1795
Everett Harris & Co
California
$1.19M +$454 +1 +0%
AC
1796
AWM Capital
Arizona
$1.19M – – –
FPWM
1797
FSB Premier Wealth Management
Iowa
$1.19M -$34.4K -80 -3%
FA
1798
Faithward Advisors
Pennsylvania
$1.19M – – –
CAMG
1799
CWA Asset Management Group
Florida
$1.19M +$42.2K +93 +4%
AP
1800
Arlington Partners
Alabama
$1.19M +$46.7K +103 +4%
70 71
72
73 74