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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,491 hedge funds and large institutions have $191B invested in iShares Core S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 1,097 increasing their positions, 915 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,491
Holders Change
-24
Holders Change %
-0.95%
% of All Funds
43.07%
Holding in Top 10
795
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.75%
% of All Funds
13.75%
New
102
Increased
1,097
Reduced
915
Closed
88
Calls
$175M
Puts
$237M
Net Calls
-$62.2M
Net Calls Change
-$107M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.2B
2
Goldman Sachs
Goldman Sachs
New York
$3.93B
3
Osaic Holdings
Osaic Holdings
Arizona
$1.76B
4
CCMG
Clark Capital Management Group
Pennsylvania
$466M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$3.17B

Top Sellers

1
Rafferty Asset Management
Rafferty Asset Management
New York
$68.6M
2
SLI
Sumitomo Life Insurance
Japan
$0
3
BlackRock
BlackRock
New York
$24.5B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.53B
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$484K
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
176
Allstate Corporation
Illinois
$98.2M -$11.8M -32,991 -11%
DLIC
177
Daido Life Insurance Company
Japan
$97.9M – – –
HW
178
Hancock Whitney
Mississippi
$97.1M -$1.16M -3,230 -1%
CWM
179
Calamos Wealth Management
Illinois
$96.9M +$383K +1,069 +0.4%
GT
180
Glenview Trust
Kentucky
$96.4M +$1.34M +3,728 +1%
GC
181
Gilbert & Cook
Iowa
$95.7M -$13.9M -36,989 -13%
BSB
182
Bangor Savings Bank
Maine
$95.1M +$1.8M +5,017 +2%
TF
183
TimeScale Financial
Massachusetts
$94M +$1.11M +3,106 +1%
SPIA
184
Steward Partners Investment Advisory
New York
$91.8M +$6.36M +17,742 +7%
BTI
185
Blue Trust Inc
Georgia
$91.3M -$6.75M -17,797 -7%
Susquehanna International Group
186
Susquehanna International Group
Pennsylvania
$90.3M +$82.8M +230,855 +1,109%
FSWA
187
Financial Synergies Wealth Advisors
Texas
$88.6M +$276K +769 +0.3%
JRP
188
Jasper Ridge Partners
California
$88.4M -$68.1M -189,824 -44%
LGWM
189
Litman Gregory Wealth Management
California
$87.8M +$1.34M +3,724 +2%
RWM
190
RKL Wealth Management
Pennsylvania
$87.7M +$8.05M +22,453 +10%
MFS
191
McNamara Financial Services
Massachusetts
$87.3M +$473K +1,318 +0.5%
Kayne Anderson Rudnick Investment Management
192
Kayne Anderson Rudnick Investment Management
California
$87M +$25.4M +70,774 +41%
HFBOT
193
Home Federal Bank of Tennessee
Tennessee
$86.9M -$224K -625 -0.3%
SC
194
Soundwatch Capital
Connecticut
$86.9M +$7.77M +21,652 +10%
GC
195
Grimes & Company
Massachusetts
$86.8M +$1.71M +4,765 +2%
SIMM
196
Stillwater Investment Management (Minnesota)
Minnesota
$85.9M +$1.24M +3,458 +1%
TFM
197
TFC Financial Management
Massachusetts
$85.8M +$1.6M +4,453 +2%
IMCOOI
198
Investment Management Corp of Ontario (IMCO)
Canada
$85.5M -$217M -605,834 -72%
IWC
199
Integrated Wealth Concepts
Massachusetts
$85.2M +$5.83M +16,264 +7%
BCM
200
Brookstone Capital Management
Illinois
$84.6M -$565K -1,578 -0.7%
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