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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 %
TWM
1901
Trinity Wealth Management
Pennsylvania
$916K +$57.6K +127 +7%
AP
1902
Advisor Partners
California
$915K -$2.36M -5,202 -72%
OPA
1903
Old Port Advisors
Maine
$915K +$505K +1,111 +123%
NW
1904
Naviter Wealth
Arkansas
$912K -$1.58M -3,490 -63%
ECM
1905
Elgethun Capital Management
South Dakota
$912K +$15.1K +33 +2%
ACM
1906
Azimuth Capital Management
Michigan
$909K – – –
TIA
1907
Tiemann Investment Advisors
California
$908K -$11.8K -26 -1%
PWG
1908
Private Wealth Group
Florida
$908K – – –
FVCM
1909
F&V Capital Management
Florida
$902K – – –
AC
1910
Anson Capital
Georgia
$900K -$68.5K -151 -7%
JC
1911
Jentner Corp
Ohio
$898K +$4.54K +10 +0.5%
CFCI
1912
Comprehensive Financial Consultants Institutional
Indiana
$897K -$36.8K -89 -4%
SCM
1913
Schnieders Capital Management
California
$896K +$608K +1,340 +211%
RFN
1914
Redwood Financial Network
Ohio
$894K +$894K +1,969 New
EA
1915
Eudaimonia Advisors
Tennessee
$893K -$447K -984 -33%
MFGM
1916
Marshall Financial Group (Maryland)
Maryland
$891K +$891K +1,963 New
CWP
1917
Concord Wealth Partners
Virginia
$890K +$99.4K +219 +13%
BDFN
1918
Bond & Devick Financial Network
Minnesota
$887K -$185K -408 -17%
SF
1919
Safeguard Financial
Wisconsin
$887K +$887K +1,954 New
BA
1920
Bridgewater Advisors
New York
$886K +$20.9K +46 +2%
MMPW
1921
Mitchell McLeod Pugh & Williams
Alabama
$885K – – –
CAM
1922
Close Asset Management
United Kingdom
$881K – – –
NFSG
1923
Newbridge Financial Services Group
Florida
$877K +$86.2K +190 +11%
MWM
1924
Marion Wealth Management
Pennsylvania
$877K +$447K +986 +104%
RWM
1925
Rockwood Wealth Management
Pennsylvania
$877K +$495K +1,090 +129%
75 76
77
78 79