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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 %
FP
1901
Financial Perspectives
Minnesota
$710K +$22.7K +60 +3%
MAA
1902
Matrix Asset Advisors
New York
$710K +$17.5K +46 +3%
SW
1903
SkyOak Wealth
Michigan
$709K +$34.1K +90 +5%
HWA
1904
HHM Wealth Advisors
Tennessee
$708K – – –
FAT
1905
First American Trust
California
$707K -$6.83K -18 -1%
CCM
1906
Carlson Capital Management
Minnesota
$705K -$213K -562 -23%
SC
1907
Searle & Co
Connecticut
$704K +$75.8K +200 +12%
CNFG
1908
Creegan & Nassoura Financial Group
New Hampshire
$703K – – –
DSN
1909
D. Scott Neal
Kentucky
$701K -$7.74M -20,404 -92%
CHA
1910
Carmichael Hill & Associates
Maryland
$700K +$154K +406 +28%
GAA
1911
Global Assets Advisory
Florida
$698K +$698K +1,809 New
FBT
1912
First Bank & Trust
South Dakota
$697K – – –
FFG
1913
Frisch Financial Group
New York
$693K +$64.9K +171 +10%
PCM
1914
Princeton Capital Management
New Jersey
$689K – – –
CFAM
1915
Coury Firm Asset Management
Pennsylvania
$688K -$711K -1,874 -51%
TCCM
1916
Timber Creek Capital Management
Massachusetts
$688K -$9.47K -25 -1%
NFSG
1917
Newbridge Financial Services Group
Florida
$686K -$46.2K -122 -6%
MHR
1918
Matthew Hamilton Rosenberg
$686K -$27.2K -71 -4%
WFA
1919
WMG Financial Advisors
Tennessee
$684K -$212K -559 -24%
AFG
1920
Allegheny Financial Group
Pennsylvania
$683K -$97.4K -257 -12%
OSNBOA
1921
Old Second National Bank of Aurora
Illinois
$682K – – –
IRAG
1922
Investment Research & Advisory Group
Georgia
$681K – – –
SCA
1923
Sandy Cove Advisors
Massachusetts
$680K +$379 +1 +0.1%
BF
1924
Blankinship & Foster
California
$679K -$110K -289 -14%
TFA
1925
Teamwork Financial Advisors
Texas
$678K -$120K -317 -15%
75 76
77
78 79