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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,515 hedge funds and large institutions have $199B invested in iShares Core S&P 500 ETF in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 1,138 increasing their positions, 950 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,515
Holders Change
-60
Holders Change %
-2.33%
% of All Funds
42.53%
Holding in Top 10
801
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-3.73%
% of All Funds
13.54%
New
103
Increased
1,138
Reduced
950
Closed
126
Calls
$273M
Puts
$228M
Net Calls
+$44.7M
Net Calls Change
+$1.22B

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$926M
2
Morgan Stanley
Morgan Stanley
New York
+$831M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$798M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$677M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$564M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$2.38B
2
USAA
United Services Automobile Association
Texas
-$1.1B
3
SLI
Sumitomo Life Insurance
Japan
-$1.07B
4
Bank of America
Bank of America
North Carolina
-$640M
5
Rafferty Asset Management
Rafferty Asset Management
New York
-$564M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
2126
MFA Wealth Advisors
Pennsylvania
$433K -$7.21M -18,971 -94%
OHWP
2127
Oak Harbor Wealth Partners
North Carolina
$433K – – –
JF
2128
Joule Financial
Kentucky
$432K +$432K +1,140 New
MPIA
2129
Mountain Pacific Investment Advisers
Idaho
$430K – – –
SFWA
2130
Summit Financial Wealth Advisors
Louisiana
$430K +$1.19K +3 +0.3%
IA
2131
Inspire Advisors
Idaho
$429K +$1.14K +3 +0.3%
SCA
2132
Spearhead Capital Advisors
Florida
$428K -$6.86M -18,106 -94%
ST
2133
Spinnaker Trust
Maine
$427K – – –
HA
2134
Hofer & Associates
California
$427K +$13.3K +35 +3%
KCFA
2135
Key Client Fiduciary Advisors
New Jersey
$426K +$47.8K +126 +13%
ACM
2136
Advance Capital Management
Michigan
$425K -$28.4K -75 -6%
FNBOMD
2137
First National Bank of Mount Dora
Florida
$423K +$133K +350 +46%
BWM
2138
BNC Wealth Management
Oregon
$422K – – –
FNBTCON
2139
First National Bank & Trust Co of Newtown
Pennsylvania
$421K – – –
HFS
2140
Haverford Financial Services
Pennsylvania
$419K – – –
BCMO
2141
Buckingham Capital Management (Ohio)
Ohio
$419K +$121K +319 +41%
PFG
2142
Pinnacle Financial Group
Illinois
$418K -$18.6K -49 -4%
SAM
2143
Strategic Asset Management
Minnesota
$417K +$1.14K +3 +0.3%
CCG
2144
Chatham Capital Group
Georgia
$413K -$18.9K -50 -4%
AW
2145
Alaethes Wealth
Nevada
$413K +$3.03K +8 +0.7%
LWP
2146
Legacy Wealth Planning
Nevada
$412K -$15.2K -40 -4%
BW
2147
Bison Wealth
Georgia
$411K -$110K -291 -21%
LRPA
2148
L. Roy Papp & Associates
Arizona
$411K +$380 +1 +0.1%
EIA
2149
Edgemoor Investment Advisors
Maryland
$409K +$52.7K +139 +15%
EVM
2150
Evelyn V. Moreno
$408K +$408K +1,075 New
84 85
86
87 88