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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 %
CGH
1976
Crossmark Global Holdings
Texas
$602K – – –
CAM
1977
Close Asset Management
United Kingdom
$597K -$103K -273 -15%
MHWM
1978
Montz Harcus Wealth Management
Louisiana
$597K +$2.28K +6 +0.4%
SL
1979
Summitry LLC
California
$596K +$379 +1 +0.1%
IPW
1980
Inlet Private Wealth
Florida
$595K – – –
OIM
1981
Opus Investment Management
Massachusetts
$591K – – –
CPP
1982
Capasso Planning Partners
South Carolina
$591K +$340K +895 +135%
HWM
1983
Horizons Wealth Management
North Carolina
$590K +$590K +1,373 New
RCG
1984
Rock Creek Group
District of Columbia
$587K -$90.6K -239 -13%
WIA
1985
Westbourne Investment Advisors
Maryland
$587K -$41.7K -110 -7%
TFA
1986
TPG Financial Advisors
Oregon
$587K – – –
LMKC
1987
L.M. Kohn & Company
Ohio
$585K +$24.3K +64 +4%
GIA
1988
Gateway Investment Advisers
Ohio
$583K – – –
SL
1989
Salomon & Ludwin
Virginia
$581K +$248K +655 +75%
APIM
1990
Agate Pass Investment Management
Washington
$580K -$147K -387 -20%
CCT
1991
Capital City Trust
Florida
$579K – – –
DWM
1992
Drive Wealth Management
Utah
$578K -$758 -2 -0.1%
BMA
1993
Brooks Moore & Associates
Tennessee
$578K – – –
Members Trust
1994
Members Trust
Florida
$576K -$379 -1 -0.1%
WWM
1995
WT Wealth Management
Arizona
$575K -$48.5K -128 -8%
CISOA
1996
Capital Investment Services of America
Wisconsin
$573K +$405K +1,068 +241%
HFG
1997
Heron Financial Group
New York
$571K -$197K -520 -26%
RMCM
1998
Reynders McVeigh Capital Management
Massachusetts
$571K -$28.4K -75 -5%
WIC
1999
Woodmont Investment Counsel
Tennessee
$571K +$28.4K +75 +5%
SWM
2000
Shakespeare Wealth Management
Wisconsin
$570K +$187K +488 +49%
78 79
80
81 82