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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 %
CFCI
1851
Comprehensive Financial Consultants Institutional
Indiana
$816K -$14.1K -37 -2%
H
1852
HoyleCohen
California
$815K -$582K -1,534 -42%
ODG
1853
O'Dell Group
Ohio
$815K +$10.2K +27 +1%
AIS
1854
American Investment Services
Massachusetts
$814K -$17.1K -45 -2%
HC
1855
Hamilton Capital
Ohio
$814K +$33.4K +88 +4%
RWA
1856
Roberts Wealth Advisors
California
$813K -$13.7K -35 -2%
DACG
1857
Donor Advised Charitable Giving
California
$809K -$328K -864 -29%
BFG
1858
Berger Financial Group
Minnesota
$809K +$32.6K +86 +4%
LC
1859
LCNB Corp
Ohio
$808K -$11.4K -30 -1%
MWM
1860
Minot Wealth Management
Massachusetts
$805K -$222K -585 -22%
PCM
1861
Palisade Capital Management
New Jersey
$804K +$2.28K +6 +0.3%
Luther King Capital Management (LKCM)
1862
Luther King Capital Management (LKCM)
Texas
$798K -$453K – –
YC
1863
Yarbrough Capital
Tennessee
$795K – – –
OWA
1864
Opal Wealth Advisors
New York
$794K +$794K +2,093 New
AAM
1865
Austin Asset Management
Texas
$793K -$381K -1,004 -32%
SF
1866
SBK Financial
Virginia
$777K +$68.7K +181 +10%
CSIA
1867
Charles Schwab Investment Advisory
California
$777K +$180K +474 +30%
BC
1868
Burney Company
Virginia
$774K -$3.42K -9 -0.4%
FFMBT
1869
First Farmers & Merchants Bank Trust
Tennessee
$772K -$363K -957 -32%
ECM
1870
Elgethun Capital Management
South Dakota
$771K +$14.1K +37 +2%
CWP
1871
Concord Wealth Partners
Virginia
$771K +$27.7K +73 +4%
TWM
1872
Trinity Wealth Management
Pennsylvania
$769K +$4.17K +11 +0.5%
FSG
1873
Financial Strategies Group
Michigan
$764K +$40.2K +106 +6%
NW
1874
Naviter Wealth
Arkansas
$763K +$1.14K +3 +0.1%
FNB
1875
Farmers National Bank
Kentucky
$759K +$115K +303 +18%
73 74
75
76 77