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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 %
SDWIA
2101
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$578K +$20.4K +45 +4%
CWAG
2102
Compton Wealth Advisory Group
Virginia
$576K – – –
IWN
2103
Independent Wealth Network
Iowa
$575K -$305K -672 -35%
RB
2104
Richmond Brothers
Michigan
$559K +$14.1K +31 +3%
TFA
2105
Triad Financial Advisors
North Carolina
$555K – – –
NWM
2106
NEIRG Wealth Management
Massachusetts
$551K – – –
HDIM
2107
Hanson & Doremus Investment Management
Vermont
$550K -$31.8K -70 -5%
OHIS
2108
Oak Harvest Investment Services
Texas
$550K +$91.7K +202 +20%
BWM
2109
BlackDiamond Wealth Management
New York
$549K +$168K +370 +44%
MLL
2110
Moody Lynn & Lieberson
Massachusetts
$546K – – –
BB
2111
Bell Bank
North Dakota
$545K -$49.9K -110 -8%
HCM
2112
HMS Capital Management
Tennessee
$545K – – –
SIA
2113
Strategic Investment Advisors
Michigan
$545K +$1.81K +4 +0.3%
HGWM
2114
Horst & Graben Wealth Management
Oregon
$545K +$255K +561 +88%
FAM
2115
Fenimore Asset Management
New York
$544K – – –
ZIG
2116
Zurich Insurance Group
Switzerland
$544K – – –
ACM
2117
Advance Capital Management
Michigan
$543K +$21.3K +47 +4%
BMD
2118
Better Money Decisions
New Mexico
$542K -$454 -1 -0.1%
BRC
2119
Bell Rock Capital
Delaware
$541K -$22K -50 -4%
SWIG
2120
Strategic Wealth Investment Group
Kentucky
$537K +$268K +591 +100%
DC
2121
Defender Capital
North Carolina
$535K – – –
PS
2122
Portfolio Strategies
New York
$535K – – –
RW
2123
REDW Wealth
New Mexico
$534K +$454 +1 +0.1%
WF
2124
WoodTrust Financial
Wisconsin
$533K – – –
TAM
2125
Townsend Asset Management
North Carolina
$533K +$454 +1 +0.1%
83 84
85
86 87