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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 %
CT
1876
Coastline Trust
Rhode Island
$758K +$758K +1,999 New
CTFG
1877
Capstone Triton Financial Group
Oklahoma
$756K -$142K -354 -16%
TWP
1878
Transparent Wealth Partners
Arkansas
$755K -$14.3M -37,668 -95%
ISB
1879
Iowa State Bank
Iowa
$754K -$24.6K -65 -3%
FVCM
1880
F&V Capital Management
Florida
$754K – – –
RAM
1881
Redmond Asset Management
Virginia
$751K -$38.7K -102 -5%
JC
1882
Jentner Corp
Ohio
$750K – – –
AC
1883
Anson Capital
Georgia
$748K -$4.17K -11 -0.6%
RFN
1884
Redwood Financial Network
Ohio
$748K +$1.9K +5 +0.3%
SBWIC
1885
Schaper Benz & Wise Investment Counsel
Wisconsin
$748K +$182K +479 +32%
AIM
1886
Athena Investment Management
California
$741K +$520K +1,370 +235%
BDFN
1887
Bond & Devick Financial Network
Minnesota
$740K -$379 -1 -0.1%
BA
1888
Bridgewater Advisors
New York
$740K – – –
EGWAG
1889
Elwood & Goetz Wealth Advisory Group
Georgia
$738K -$31.8K -84 -4%
CHP
1890
Cable Hill Partners
Oregon
$737K +$737K +1,943 New
CM
1891
Columbus Macro
Pennsylvania
$731K +$1.9K +5 +0.3%
WCM
1892
Whitener Capital Management
North Carolina
$722K -$5.31K -14 -0.7%
ACIM
1893
Azimuth Capital Investment Management
Michigan
$722K +$722K +1,903 New
Vontobel Holding
1894
Vontobel Holding
Switzerland
$721K +$721K +1,903 New
TIA
1895
Tiemann Investment Advisors
California
$720K -$39.1K -103 -5%
DS
1896
Dudley & Shanley
Florida
$718K – – –
HIP
1897
HUB Investment Partners
Texas
$718K +$4.93K +13 +0.7%
AWM
1898
Aspire Wealth Management
Massachusetts
$718K +$700K +1,848 +3,932%
VIM
1899
Vista Investment Management
Pennsylvania
$717K -$4.55K -12 -0.6%
RCM
1900
Regency Capital Management
Hawaii
$713K -$115K -303 -14%
74 75
76
77 78