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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 %
CM
1926
Columbus Macro
Pennsylvania
$873K -$89K -196 -9%
WCM
1927
Whitener Capital Management
North Carolina
$870K -$80.7K -178 -8%
APIM
1928
Agate Pass Investment Management
Washington
$869K -$9.53K -21 -1%
FSG
1929
Financial Strategies Group
Michigan
$866K +$89.4K +197 +12%
VIM
1930
Vista Investment Management
Pennsylvania
$863K -$22.2K -49 -3%
DS
1931
Dudley & Shanley
Florida
$859K – – –
SQA
1932
Simon Quick Advisors
New Jersey
$856K +$101K +223 +13%
BHTS
1933
Bar Harbor Trust Services
Maine
$856K +$294K +648 +52%
FAT
1934
First American Trust
California
$854K +$87.1K +192 +11%
HIP
1935
HUB Investment Partners
Texas
$853K -$4.15M -9,151 -83%
CWA
1936
Clearview Wealth Advisors
Oregon
$848K +$73.1K +161 +9%
I2I
1937
Insight 2811 Inc
Illinois
$847K -$24K -53 -3%
HWA
1938
HHM Wealth Advisors
Tennessee
$847K -$16.8K -37 -2%
SF
1939
SBK Financial
Virginia
$847K – – –
MHR
1940
Matthew Hamilton Rosenberg
$845K +$319K +703 +61%
PA
1941
Paragon Advisors
Texas
$844K -$120K -264 -12%
SMA
1942
Sage Mountain Advisors
Georgia
$843K -$106K -234 -11%
CNFG
1943
Creegan & Nassoura Financial Group
New Hampshire
$842K +$2.27K +5 +0.3%
BFA
1944
Bragg Financial Advisors
North Carolina
$840K +$162K +358 +24%
AWC
1945
Adamsbrown Wealth Consultants
Kansas
$839K +$62.7K +138 +8%
FF
1946
Financial Futures
New Jersey
$835K -$32.2K -71 -4%
TCCM
1947
Timber Creek Capital Management
Massachusetts
$835K – – –
AOWM
1948
Alpha Omega Wealth Management
Virginia
$835K +$622K +1,370 +291%
FBT
1949
First Bank & Trust
South Dakota
$834K – – –
MAA
1950
Matrix Asset Advisors
New York
$828K +$7.26K +16 +0.9%
76 77
78
79 80