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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 %
IA
1801
Integrity Advisory
Kansas
$922K -$303K -800 -25%
GAM
1802
Griffin Asset Management
New York
$922K -$1.14K -3 -0.1%
BFWA
1803
Benchmark Financial Wealth Advisors
Florida
$916K +$122K +322 +15%
DI
1804
DFPG Investments
Utah
$912K +$88.7K +231 +11%
HPCM
1805
Hunter Perkins Capital Management
Illinois
$911K -$36.4K -96 -4%
CWM
1806
ClientFirst Wealth Management
Arkansas
$907K – – –
CWA
1807
Clarity Wealth Advisors
California
$905K +$12.5K +33 +1%
KWM
1808
Kaydan Wealth Management
Michigan
$904K -$60.7K -160 -6%
RIA
1809
Realta Investment Advisors
Delaware
$904K -$319K -832 -26%
SCA
1810
Scott Capital Advisors
Oregon
$904K +$82.7K +218 +10%
WA
1811
WestEnd Advisors
North Carolina
$904K +$904K +2,383 New
AC
1812
AWM Capital
Arizona
$902K -$94.4K -249 -9%
ULWM
1813
Upper Left Wealth Management
Florida
$902K +$69K +182 +8%
GB
1814
Goepper Burkhardt
South Carolina
$899K – – –
SFA
1815
Seneca Financial Advisors
New York
$896K -$4.55K -12 -0.5%
BMC
1816
Benin Management Corp
Connecticut
$896K – – –
SVCP
1817
Silicon Valley Capital Partners
California
$895K +$3.03K +8 +0.3%
GHA
1818
GW Henssler & Associates
Georgia
$893K – – –
BWM
1819
Birchcreek Wealth Management
Ohio
$890K +$21.6K +57 +2%
SWM
1820
SeaCrest Wealth Management
New York
$888K -$32.2K -85 -4%
LCC
1821
Lincoln Capital Corp
Rhode Island
$886K -$4.55K -12 -0.5%
LHWM
1822
Lake Hills Wealth Management
Texas
$883K -$12.8M -33,773 -94%
CCM
1823
Colorado Capital Management
Colorado
$882K -$23.9K -63 -3%
C
1824
CEDRUS
Colorado
$882K -$595K -1,568 -40%
KAM
1825
KEB Asset Management
Illinois
$880K +$880K +2,320 New
71 72
73
74 75