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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 %
STCOSD
2076
Sageworth Trust Company of South Dakota
South Dakota
$603K – – –
PWP
2077
Principle Wealth Partners
Connecticut
$603K +$69K +152 +13%
AW
2078
Avion Wealth
Texas
$602K -$144K -318 -19%
DCM
2079
Donaldson Capital Management
Indiana
$602K -$38.1K -84 -6%
HIS
2080
Harvest Investment Services
Illinois
$602K +$3.63K +8 +0.6%
RCS
2081
Retirement Capital Strategies
California
$600K +$238K +540 +66%
ISL
2082
Ingalls & Snyder LLC
New York
$598K -$49K -108 -8%
SCM
2083
Seascape Capital Management
New Hampshire
$598K +$63.1K +139 +12%
VF
2084
Vista Finance
Missouri
$597K -$38.6K -85 -6%
SIM
2085
Sadoff Investment Management
Wisconsin
$597K +$146K +321 +32%
TWM
2086
Tradition Wealth Management
Minnesota
$593K +$2.27K +5 +0.4%
CSB
2087
City State Bank
Iowa
$591K +$9.53K +21 +2%
VT
2088
Vise Technologies
New York
$589K -$9.08K -20 -2%
SC
2089
Siena Capital
Ohio
$588K – – –
MSCM
2090
McElhenny Sheffield Capital Management
Texas
$587K -$118K -260 -17%
SOAG
2091
Silver Oak Advisory Group
Oregon
$586K – – –
CWMU
2092
Caliber Wealth Management (Utah)
Utah
$585K +$44K +97 +8%
RPG
2093
Resource Planning Group
Georgia
$584K -$10.4K -23 -2%
WA1
2094
Wimmer Associates 1
California
$583K – – –
CIP
2095
Chartwell Investment Partners
Pennsylvania
$583K – – –
CANC
2096
Culbertson A N & Co
Virginia
$582K – – –
WA
2097
WESPAC Advisors
California
$579K -$127K -280 -18%
UWM
2098
USAdvisors Wealth Management
Minnesota
$579K +$11.8K +26 +2%
NW
2099
NewEdge Wealth
Pennsylvania
$578K -$2.25M -4,967 -80%
TNA
2100
True North Advisors
Texas
$578K -$42.2K -93 -7%
82 83
84
85 86