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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 %
LJHT
2026
Laurie J. Hall Trustee
$692K – – –
BMA
2027
Brooks Moore & Associates
Tennessee
$692K – – –
WCA
2028
Waypoint Capital Advisors
Minnesota
$691K -$6.81K -15 -1%
Members Trust
2029
Members Trust
Florida
$690K +$3.63K +8 +0.5%
ERIM
2030
Eagle Ridge Investment Management
Connecticut
$690K +$9.08K +20 +1%
LWMT
2031
Legacy Wealth Management (Tennessee)
Tennessee
$677K – – –
SBWIC
2032
Schaper Benz & Wise Investment Counsel
Wisconsin
$677K +$244K +537 +56%
TAM
2033
Tocqueville Asset Management
New York
$673K – – –
LMKC
2034
L.M. Kohn & Company
Ohio
$671K +$671K +1,478 New
WFA
2035
Wade Financial Advisory
California
$671K +$671K +1,478 New
OWA
2036
Octavia Wealth Advisors
Ohio
$667K -$10.4K -23 -2%
SCM
2037
Southport Capital Management
Tennessee
$665K -$427K -942 -39%
SC
2038
Shearwater Capital
Colorado
$662K – – –
CWM
2039
CCG Wealth Management
California
$662K +$19.1K +42 +3%
SIMG
2040
Sonora Investment Management Group
Arizona
$659K -$12.3K -27 -2%
MCM
2041
Morton Capital Management
California
$659K +$122K +268 +23%
PS
2042
Planned Solutions
California
$657K -$1.82K -4 -0.3%
MBTD
2043
Mechanics Bank - Trust Department
California
$656K -$5.45K -12 -0.8%
CWMGP
2044
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$656K +$908 +2 +0.1%
WA
2045
Wambolt & Associates
Colorado
$656K +$19.1K +42 +3%
FRA
2046
Front Row Advisors
California
$654K – – –
VPIM
2047
Vanguard Personalized Indexing Management
California
$654K +$235K +518 +56%
CHA
2048
Carmichael Hill & Associates
Maryland
$653K +$3.63K +8 +0.6%
WW
2049
Waterfront Wealth
Kansas
$651K +$168K +373 +35%
WIC
2050
Woodmont Investment Counsel
Tennessee
$649K -$13.1K -29 -2%
80 81
82
83 84