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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 %
CAI
2176
Capital Advisors Inc
Oklahoma
$374K -$512K -1,350 -58%
AIM
2177
AMI Investment Management
Indiana
$374K – – –
LIG
2178
Lokken Investment Group
Delaware
$372K – – –
ST
2179
Sabal Trust
Florida
$371K – – –
GC
2180
Garde Capital
Washington
$371K – – –
AWM
2181
Aberdeen Wealth Management
Illinois
$370K -$8.72K -23 -2%
WWM
2182
Wolff Wiese Magana
California
$370K – – –
TAM
2183
Townsend Asset Management
North Carolina
$369K -$76.2K -201 -17%
HVIA
2184
Hudson Valley Investment Advisors
New York
$367K +$12.9K +34 +4%
FPB
2185
First PREMIER Bank
South Dakota
$364K – – –
MA
2186
Mezzasalma Advisors
New Jersey
$364K +$69.8K +184 +24%
MSR
2187
Main Street Research
Connecticut
$364K +$131K +346 +56%
DBG
2188
De Burlo Group
Massachusetts
$364K +$364K +959 New
LK
2189
Lumbard & Kellner
New Hampshire
$363K -$283K -746 -44%
FWM
2190
Foresight Wealth Management
Utah
$363K +$23.9K +63 +7%
FFG
2191
Fullen Financial Group
Ohio
$362K +$1.14K +3 +0.3%
ICM
2192
Intrepid Capital Management
Florida
$359K +$359K +946 New
CA
2193
Cambridge Advisors
Nebraska
$358K -$174K -458 -33%
WA
2194
Wealthstream Advisors
New York
$356K +$759 +2 +0.2%
HCM
2195
Hollencrest Capital Management
California
$354K -$812K -2,142 -70%
SEA
2196
Stegent Equity Advisors
Texas
$353K – – –
ACM
2197
Altrius Capital Management
North Carolina
$353K +$353K +933 New
ML
2198
Mayport LLC
Massachusetts
$352K – – –
ZCA
2199
Zeke Capital Advisors
Pennsylvania
$351K – – –
SEM
2200
Strategic Equity Management
Arizona
$349K -$181K -478 -34%
86 87
88
89 90