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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 %
BC
1801
Burleson & Co
California
$1.16M -$144K -318 -11%
BWA
1802
Blodgett Wealth Advisors
California
$1.16M +$32.2K +71 +3%
KWM
1803
Kaydan Wealth Management
Michigan
$1.15M -$13.9M -30,670 -92%
BCM
1804
BTR Capital Management
California
$1.15M – – –
SPWM
1805
Schrum Private Wealth Management
Florida
$1.15M +$2.19K +5 +0.2%
IWA
1806
Inspirion Wealth Advisors
Illinois
$1.15M +$12.7K +28 +1%
MA
1807
MJP Associates
Connecticut
$1.14M +$432K +952 +61%
EWM
1808
Executive Wealth Management
Michigan
$1.14M +$203K +448 +22%
WWM
1809
Wagner Wealth Management
South Carolina
$1.14M +$587K +1,294 +107%
JLBC
1810
J.L. Bainbridge & Co
Florida
$1.13M -$227K -500 -17%
HPCM
1811
Hunter Perkins Capital Management
Illinois
$1.13M -$227K -500 -17%
FMI
1812
F/M Investments
District of Columbia
$1.13M -$10.9K -24 -1%
RP
1813
Reinhart Partners
Wisconsin
$1.13M – – –
TPA
1814
Trivium Point Advisory
Connecticut
$1.13M +$21.5K +48 +2%
NOI
1815
Newton One Investments
Delaware
$1.13M – – –
1SB
1816
1ST Source Bank
Indiana
$1.13M -$10.9K -24 -1%
1WA
1817
180 Wealth Advisors
Washington
$1.12M +$224K +501 +25%
SWM
1818
Sugarloaf Wealth Management
Georgia
$1.12M -$43.1K -95 -4%
SWP
1819
Strategic Wealth Partners
Ohio
$1.12M -$10.9K -24 -1%
HKIMG
1820
Hutchens & Kramer Investment Management Group
Indiana
$1.12M -$910 -2 -0.1%
NS
1821
Newman & Schimel
Illinois
$1.12M +$35.9K +79 +3%
MPCL
1822
My Personal CFO LLC
Washington
$1.11M +$153K +337 +16%
BFC
1823
Blue Fin Capital
Rhode Island
$1.11M +$11.8K +26 +1%
GAM
1824
Griffin Asset Management
New York
$1.11M +$85.3K +188 +8%
SWM
1825
SeaCrest Wealth Management
New York
$1.1M -$106K -233 -9%
71 72
73
74 75