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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 %
MIG
1876
McGuire Investment Group
Rhode Island
$953K -$2.72K -6 -0.3%
YC
1877
Yarbrough Capital
Tennessee
$952K -$340K -750 -26%
BFWA
1878
Benchmark Financial Wealth Advisors
Florida
$951K +$1.82K +4 +0.2%
NWMG
1879
National Wealth Management Group
Ohio
$946K -$193K -426 -17%
RAM
1880
Redmond Asset Management
Virginia
$945K +$103K +226 +12%
BF
1881
Blankinship & Foster
California
$943K -$41.3K -91 -4%
DI
1882
DFPG Investments
Utah
$943K -$1.76K -4 -0.2%
Invesco
1883
Invesco
Georgia
$942K +$73.9K +163 +9%
CTFG
1884
Capstone Triton Financial Group
Oklahoma
$939K -$101K -241 -10%
AFG
1885
Allegheny Financial Group
Pennsylvania
$935K +$113K +248 +14%
HC
1886
Hamilton Capital
Ohio
$934K -$134K -296 -13%
SWM
1887
Selective Wealth Management
Virginia
$933K +$53.5K +118 +6%
ISB
1888
Iowa State Bank
Iowa
$932K -$11.8K -26 -1%
BC
1889
Burney Company
Virginia
$929K -$29.5K -65 -3%
BFG
1890
Berger Financial Group
Minnesota
$929K +$10.4K +23 +1%
HWM
1891
Horizon Wealth Management
Illinois
$928K +$928K +2,045 New
SFS
1892
Security Financial Services
Indiana
$925K -$380K -838 -29%
CGL
1893
Clarius Group LLC
Washington
$923K – – –
EGWAG
1894
Elwood & Goetz Wealth Advisory Group
Georgia
$922K +$3.18K +7 +0.3%
PFM
1895
Patton Fund Management
Texas
$921K -$6.43M -14,174 -87%
CGPCS
1896
Capital Group Private Client Services
California
$920K -$343K -756 -27%
HFG
1897
Heron Financial Group
New York
$919K -$1.81K -4 -0.2%
CWP
1898
Curated Wealth Partners
California
$919K – – –
BHWM
1899
Beaird Harris Wealth Management
Texas
$918K +$108K +239 +13%
ODIJL
1900
One Day In July LLC
Vermont
$917K -$13.2K -29 -1%
74 75
76
77 78