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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 %
CCMD
1776
Cypress Capital Management (Delaware)
Delaware
$991K -$7.2K -19 -0.7%
BWA
1777
Blodgett Wealth Advisors
California
$989K +$19K +50 +2%
EFG
1778
Everhart Financial Group
Ohio
$989K +$75.5K +199 +8%
GC
1779
Gratus Capital
Georgia
$979K -$139K -366 -12%
FAG
1780
Fortitude Advisory Group
Washington
$979K -$36K -95 -4%
GPC
1781
Garrison Point Capital
California
$966K +$98.2K +259 +11%
NW
1782
NewEdge Wealth
Pennsylvania
$964K +$480K +1,267 +99%
SIA
1783
Schechter Investment Advisors
Michigan
$961K +$52K +137 +6%
1WA
1784
180 Wealth Advisors
Washington
$959K -$2.3K -6 -0.2%
IWA
1785
Inspirion Wealth Advisors
Illinois
$958K – – –
MA
1786
MJP Associates
Connecticut
$958K +$3.41K +9 +0.4%
BC
1787
Burleson & Co
California
$957K -$14.8K -39 -2%
BWAM
1788
Boyd Watterson Asset Management
Ohio
$957K +$129K +341 +16%
AP
1789
Arlington Partners
Alabama
$952K -$39.1K -103 -4%
YIH
1790
Y-Intercept (HK)
Hong Kong
$952K +$952K +2,512 New
KF
1791
Krilogy Financial
Missouri
$949K -$325K -857 -26%
SMA
1792
Sage Mountain Advisors
Georgia
$947K +$242K +639 +34%
TSS
1793
Two Sigma Securities
New York
$946K -$464K -1,224 -33%
BI
1794
Ballast Inc
Kentucky
$946K -$125K -331 -12%
RP
1795
Reinhart Partners
Wisconsin
$946K – – –
NOI
1796
Newton One Investments
Delaware
$944K – – –
MPCL
1797
My Personal CFO LLC
Washington
$940K +$14.4K +38 +2%
PIA
1798
Pinion Investment Advisors
Kansas
$938K +$31.8K +84 +4%
HFS
1799
Heritage Financial Services
Massachusetts
$933K +$79.5K +210 +9%
KLI
1800
Kelman-Lazarov Inc
Tennessee
$927K +$927K +2,446 New
70 71
72
73 74