IVV icon

iShares Core S&P 500 ETF

2,491 hedge funds and large institutions have $191B invested in iShares Core S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 1,097 increasing their positions, 915 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,491
Holders Change
-24
Holders Change %
-0.95%
% of All Funds
43.07%
Holding in Top 10
795
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.75%
% of All Funds
13.75%
New
102
Increased
1,097
Reduced
915
Closed
88
Calls
$175M
Puts
$237M
Net Calls
-$62.2M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Shares
Change %
SFWA
2176
Summit Financial Wealth Advisors
Louisiana
$340K -$73.3K -192 -18%
BPFA
2177
Barnes Pettey Financial Advisors
Mississippi
$340K +$26.9K +75 +9%
FNBSF
2178
First National Bank Sioux Falls
South Dakota
$339K +$108K +301 +47%
UWM
2179
USAdvisors Wealth Management
Minnesota
$338K -$97K -270 -22%
CA
2180
Cambridge Advisors
Nebraska
$338K
WA
2181
Wealthstream Advisors
New York
$338K +$1.44K +4 +0.4%
TIM
2182
Tevis Investment Management
Texas
$336K +$187K +521 +125%
OWA
2183
Octavia Wealth Advisors
Ohio
$335K -$287K -799 -46%
SEA
2184
Stegent Equity Advisors
Texas
$335K
ML
2185
Mayport LLC
Massachusetts
$333K
FWM
2186
Foresight Wealth Management
Utah
$330K -$14K -39 -4%
ACM
2187
Altrius Capital Management
North Carolina
$327K -$7.16K -20 -2%
VPIM
2188
Vanguard Personalized Indexing Management
California
$326K -$127K -353 -28%
SWM
2189
Salvus Wealth Management
New Jersey
$326K
AHC
2190
Adell Harriman & Carpenter
Texas
$326K +$100K +279 +44%
CFA
2191
Capstone Financial Advisors
Illinois
$325K +$1.08K +3 +0.3%
MA
2192
Mezzasalma Advisors
New Jersey
$324K -$20.5K -57 -6%
ZIG
2193
Zurich Insurance Group
Switzerland
$324K
FCCM
2194
First City Capital Management
Georgia
$324K +$324K +902 New
GC
2195
Garde Capital
Washington
$321K -$30.5K -85 -9%
EP
2196
EPIQ Partners
Minnesota
$321K +$12.6K +35 +4%
UBG
2197
United Bank (Georgia)
Georgia
$320K +$2.87K +8 +0.9%
Capital International Investors
2198
Capital International Investors
California
$318K +$318K +874 New
LC
2199
LTG Capital
Massachusetts
$317K -$1.19M -3,315 -79%
RWM
2200
Rockwood Wealth Management
Pennsylvania
$316K