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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 %
W
2001
WealthOne
New York
$726K +$43.5K +96 +6%
LPP
2002
Life Planning Partners
Florida
$725K +$453 +1 +0.1%
AIM
2003
Axiom Investment Management
New York
$724K -$83.4K -184 -10%
BSI
2004
Bennett Selby Investments
Maine
$723K +$42.2K +93 +6%
CGH
2005
Crossmark Global Holdings
Texas
$721K – – –
MIC
2006
Means Investment Company
Maine
$719K +$1.82K +4 +0.3%
RMCM
2007
Reynders McVeigh Capital Management
Massachusetts
$718K -$121K -267 -14%
CA
2008
Carson Advisory
Georgia
$718K +$101K +222 +16%
MCP
2009
Mirador Capital Partners
California
$717K +$72.2K +159 +11%
CSIA
2010
Charles Schwab Investment Advisory
California
$714K +$37.7K +83 +6%
SL
2011
Summitry LLC
California
$713K +$908 +2 +0.1%
QCM
2012
Quantinno Capital Management
New York
$713K +$259K +572 +57%
IPW
2013
Inlet Private Wealth
Florida
$712K +$2.27K +5 +0.3%
MHWM
2014
Montz Harcus Wealth Management
Louisiana
$711K +$2.27K +5 +0.3%
OIM
2015
Opus Investment Management
Massachusetts
$708K – – –
TFA
2016
TPG Financial Advisors
Oregon
$702K – – –
SHWM
2017
Smith & Howard Wealth Management
Georgia
$700K +$64.9K +143 +10%
AR
2018
Apeiron RIA
Texas
$698K -$6.76M -15,000 -91%
WLIM
2019
White Lighthouse Investment Management
Massachusetts
$698K -$454 -1 -0.1%
GIA
2020
Gateway Investment Advisers
Ohio
$698K – – –
CBB
2021
Citizens Business Bank
California
$696K – – –
MAS
2022
Madden Advisory Services
Florida
$693K +$9.98K +22 +1%
CCT
2023
Capital City Trust
Florida
$693K +$41.8K +92 +6%
DWM
2024
Drive Wealth Management
Utah
$693K +$693K +1,527 New
WA
2025
Wealthstar Advisors
Texas
$692K -$8.17M -18,088 -92%
79 80
81
82 83