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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 %
CAM
2151
Close Asset Management
United Kingdom
$555K -$3.84K -10 -0.7%
AC
2152
Apella Capital
Connecticut
$555K -$146K -379 -21%
WCA
2153
Waypoint Capital Advisors
Minnesota
$552K – – –
RP
2154
Riverwater Partners
Wisconsin
$551K +$551K +1,435 New
SFS
2155
Security Financial Services
Indiana
$551K -$98.4K -256 -15%
CF
2156
Convergence Financial
Missouri
$547K +$12.3K +32 +2%
WIM
2157
Warwick Investment Management
Texas
$547K +$2.69K +7 +0.5%
RCG
2158
Rock Creek Group
District of Columbia
$545K -$49.9K -130 -8%
EWP
2159
Engrave Wealth Partners
Texas
$542K +$787 +2 +0.1%
IWM
2160
Iams Wealth Management
Nebraska
$538K +$538K +1,401 New
MHB
2161
Midwest Heritage Bank
Iowa
$536K – – –
MBTD
2162
Mechanics Bank - Trust Department
California
$536K +$19.2K +50 +4%
GC
2163
Gibson Capital
Pennsylvania
$536K – – –
KAH
2164
Kathryn A. Hall
$532K -$327K -852 -38%
WKWM
2165
Walter & Keenan Wealth Management
Indiana
$531K +$531K +1,383 New
BSI
2166
Bennett Selby Investments
Maine
$531K -$13.8K -36 -3%
VFPI
2167
Vantage Financial Partners (Illinois)
Illinois
$531K +$78.4K +204 +17%
PA
2168
Prism Advisors
California
$531K – – –
BB
2169
Bell Bank
North Dakota
$529K +$66.9K +174 +14%
DIA
2170
Dana Investment Advisors
Wisconsin
$527K +$138K +359 +35%
SAMC
2171
Spectrum Asset Management (California)
California
$526K -$3.84K -10 -0.7%
GWWM
2172
Great Waters Wealth Management
Minnesota
$524K +$524K +1,303 New
PT
2173
Plimoth Trust
Massachusetts
$524K -$28.8K -75 -5%
SWM
2174
Shakespeare Wealth Management
Wisconsin
$522K -$15.4K -40 -3%
HFP
2175
Holistic Financial Partners
Indiana
$521K +$214K +557 +70%
85 86
87
88 89