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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 %
MCP
1951
Mirador Capital Partners
California
$632K +$33K +87 +6%
BP
1952
BCK Partners
New York
$631K – – –
HFAS
1953
Hummer Financial Advisory Services
Illinois
$624K – – –
MFA
1954
McClarren Financial Advisors
Pennsylvania
$620K -$1.38M -3,651 -69%
BEI
1955
Benjamin Edwards Inc
Missouri
$619K -$37.1K -98 -6%
MIC
1956
Means Investment Company
Maine
$619K +$18.2K +48 +3%
AWA
1957
AmeriServ Wealth Advisors
Pennsylvania
$618K – – –
GWM
1958
Greenwich Wealth Management
Connecticut
$616K -$26.5K -70 -4%
IFS
1959
Ifrah Financial Services
Arkansas
$616K -$2.27K -6 -0.4%
CS
1960
Cannell & Spears
New York
$616K – – –
W
1961
WealthOne
New York
$616K +$9.47K +25 +2%
CMBA
1962
C.M. Bidwell & Associates
Hawaii
$614K -$1.19M -3,150 -66%
Bank of Montreal
1963
Bank of Montreal
Ontario, Canada
$614K +$7.33K +18,818 +1%
MHB
1964
Midwest Heritage Bank
Iowa
$612K – – –
LBA
1965
Lowell Blake & Associates
Massachusetts
$612K – – –
JBA
1966
Johnson Bixby & Associates
Washington
$612K – – –
CA
1967
Carson Advisory
Georgia
$611K +$11K +29 +2%
MFG
1968
Monte Financial Group
Connecticut
$610K -$1.52K -4 -0.2%
MFS
1969
Madrona Financial Services
Washington
$610K – – –
AWC
1970
Adamsbrown Wealth Consultants
Kansas
$609K -$91.3K -241 -13%
AIM
1971
Axiom Investment Management
New York
$607K – – –
LPP
1972
Life Planning Partners
Florida
$605K – – –
RF
1973
Rollins Financial
Georgia
$604K -$255K -674 -30%
GWANC
1974
Guardian Wealth Advisors (North Carolina)
North Carolina
$604K +$179K +472 +42%
LA
1975
LVW Advisors
New York
$603K -$8.24M -21,745 -93%
77 78
79
80 81