IVV icon

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 %
I2I
1926
Insight 2811 Inc
Illinois
$677K -$31.1K -82 -4%
YCM
1927
Yousif Capital Management
Michigan
$675K – – –
CWA
1928
Clearview Wealth Advisors
Oregon
$673K -$35.7K -94 -5%
GAB
1929
German American Bancorp
Indiana
$668K – – –
AMCA
1930
Arthur M. Cohen & Associates
Illinois
$666K +$2.27K +6 +0.3%
VRM
1931
Vectors Research Management
New York
$663K +$502K +1,324 +312%
BFA
1932
Bragg Financial Advisors
North Carolina
$662K -$40.2K -106 -6%
CNB
1933
Camden National Bank
Maine
$661K -$28.4K -75 -4%
OWA
1934
Octavia Wealth Advisors
Ohio
$657K +$99.4K +262 +18%
RK
1935
Rather & Kittrell
Tennessee
$656K – – –
APWA
1936
Atlas Private Wealth Advisors
New Jersey
$650K -$18.2K -48 -3%
MMPW
1937
Mitchell McLeod Pugh & Williams
Alabama
$647K -$92.9K -245 -13%
PA
1938
Paragon Advisors
Texas
$646K -$59.6K -157 -8%
APW
1939
Aurora Private Wealth
New Jersey
$646K -$3.79K -10 -0.6%
ADIM
1940
Alpha DNA Investment Management
Maryland
$644K +$19.7K +52 +3%
SW
1941
SlateStone Wealth
Florida
$642K +$199K +525 +45%
CA
1942
Calton & Associates
Florida
$640K -$406K -1,072 -39%
VAFP
1943
Vahanian & Associates Financial Planning
New York
$640K -$171K -452 -21%
SHWM
1944
Smith & Howard Wealth Management
Georgia
$639K +$54.6K +144 +9%
MM
1945
Main Management
California
$638K – – –
AC
1946
Apella Capital
Connecticut
$638K +$124K +328 +24%
FF
1947
Financial Futures
New Jersey
$637K -$60.7K -160 -9%
CAMG
1948
CWA Asset Management Group
Florida
$635K -$359K -947 -36%
KOMWMG
1949
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$633K +$4.55K +12 +0.7%
CAM
1950
Congress Asset Management
Massachusetts
$633K +$633K +1,670 New
76 77
78
79 80