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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,673 hedge funds and large institutions have $214B invested in iShares Core S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 1,113 increasing their positions, 938 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,673
Holders Change
+182
Holders Change %
+7.31%
% of All Funds
43.13%
Holding in Top 10
850
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+6.92%
% of All Funds
13.71%
New
319
Increased
1,113
Reduced
938
Closed
80
Calls
$380M
Puts
$150M
Net Calls
+$230M
Net Calls Change
+$292M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.02B
2
AWA
Arete Wealth Advisors
Illinois
+$1.41B
3
FCAS
First Command Advisory Services
Texas
+$988M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$694M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$670M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.3B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$718M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$432M
4
Morgan Stanley
Morgan Stanley
New York
-$426M
5
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$410M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHWM
2101
Montz Harcus Wealth Management
Louisiana
$620K +$12.3K +32 +2%
WW
2102
Waterfront Wealth
Kansas
$620K +$41.2K +101 +7%
NLP
2103
Next Level Private
New York
$619K +$779 +2 +0.1%
SIA
2104
Strategic Investment Advisors
Michigan
$618K -$710K -1,848 -53%
APW
2105
Aurora Private Wealth
New Jersey
$617K -$37.7K -98 -6%
JJBC
2106
James J. Burns & Company
New York
$615K -$2.31K -6 -0.4%
IFS
2107
Ifrah Financial Services
Arkansas
$611K -$14.2K -37 -2%
CGH
2108
Crossmark Global Holdings
Texas
$611K – – –
CMS
2109
Capital Market Strategies
Florida
$610K +$9.61K +25 +2%
JWS
2110
Juncture Wealth Strategies
Arizona
$610K -$108K -280 -15%
JLBC
2111
J.L. Bainbridge & Co
Florida
$603K +$26.5K +69 +5%
MW
2112
MBL Wealth
North Carolina
$602K +$49.9K +130 +9%
IP
2113
Ignite Planners
California
$602K +$602K +1,476 New
JCM
2114
Jacobi Capital Management
Pennsylvania
$601K -$3.84K -10 -0.6%
RFM
2115
Royal Fund Management
Florida
$598K +$229K +597 +62%
FF
2116
Financial Futures
New Jersey
$598K -$43K -112 -7%
VRM
2117
Vectors Research Management
New York
$597K -$3.84K -10 -0.6%
AC
2118
Anson Capital
Georgia
$595K -$37.6K -98 -6%
WIA
2119
Westbourne Investment Advisors
Maryland
$595K +$384 +1 +0.1%
TWM
2120
Tradition Wealth Management
Minnesota
$595K +$1.15K +3 +0.2%
RAG
2121
RIA Advisory Group
Iowa
$595K +$595K +1,548 New
BP
2122
BCK Partners
New York
$592K -$47.3K -123 -7%
WA
2123
Wealthstar Advisors
Texas
$592K – – –
TH
2124
Team Hewins
California
$592K +$592K +1,540 New
AFG
2125
Altiora Financial Group
Ohio
$591K +$591K +1,538 New
83 84
85
86 87