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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 %
PWP
1851
Perfromance Wealth Partners
Illinois
$1.03M +$31.3K +69 +3%
RF
1852
Rollins Financial
Georgia
$1.03M +$257K +567 +33%
AP
1853
Adero Partners
California
$1.03M – – –
FWM
1854
Focused Wealth Management
New York
$1.03M +$19.5K +43 +2%
HFS
1855
Heritage Financial Services
Massachusetts
$1.02M -$158K -349 -13%
CWS
1856
Confluence Wealth Services
Pennsylvania
$1.02M +$1.81K +4 +0.2%
AIM
1857
Alhambra Investment Management
Florida
$1.02M -$264K -581 -21%
CAL
1858
Capital Advisors Ltd
Ohio
$1.02M – – –
KAH
1859
Kathryn A. Hall
$1.02M – – –
HA
1860
HFG Advisors
Ohio
$1.01M – – –
ULWM
1861
Upper Left Wealth Management
Florida
$999K -$76K -167 -7%
AIS
1862
American Investment Services
Massachusetts
$994K – – –
BWAM
1863
Boyd Watterson Asset Management
Ohio
$991K – – –
RCM
1864
Regency Capital Management
Hawaii
$990K -$278K -612 -22%
GI
1865
Gradient Investments
Minnesota
$990K +$81.2K +179 +9%
PIM
1866
Provident Investment Management
Michigan
$987K +$987K +2,176 New
SCA
1867
Scott Capital Advisors
Oregon
$983K +$983K +2,166 New
LC
1868
LCNB Corp
Ohio
$980K +$54.4K +120 +6%
VAFP
1869
Vahanian & Associates Financial Planning
New York
$970K -$192K -424 -17%
ODG
1870
O'Dell Group
Ohio
$963K – – –
RWA
1871
Roberts Wealth Advisors
California
$962K -$52.8K -116 -5%
ZB
1872
Zions Bancorporation
Utah
$960K -$2.77M -6,113 -74%
PCM
1873
Palisade Capital Management
New Jersey
$959K -$215K -473 -18%
TFGT
1874
TS Financial Group (TSFG)
Illinois
$959K +$2.27K +5 +0.2%
TFA
1875
Teamwork Financial Advisors
Texas
$955K -$270K -595 -22%
73 74
75
76 77