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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 %
NSB
2176
Norway Savings Bank
Maine
$517K -$7.68K -20 -1%
CCT
2177
Capital City Trust
Florida
$517K – – –
LJHT
2178
Laurie J. Hall Trustee
$517K -$11.5K -30 -2%
AGA
2179
Arkos Global Advisors
Texas
$516K -$4.61K -12 -0.9%
FPB
2180
First PREMIER Bank
South Dakota
$516K +$147K +382 +40%
RIP
2181
RAM Investment Partners
Washington
$516K +$516K +1,342 New
WAM
2182
Worth Asset Management
Texas
$515K – – –
E
2183
ETFidea
New York
$514K +$86.4K +225 +20%
FM
2184
Foster & Motley
Ohio
$513K -$10.4K -27 -2%
RPG
2185
Resource Planning Group
Georgia
$512K +$2.69K +7 +0.5%
IA
2186
Inspire Advisors
Idaho
$512K +$40.7K +106 +9%
FAN
2187
Financial Advisors Network
California
$511K -$7.3K -19 -1%
SCM
2188
Seascape Capital Management
New Hampshire
$509K +$2.31K +6 +0.5%
PFG
2189
Pinnacle Financial Group
Illinois
$508K +$84.2K +219 +20%
WA
2190
Wambolt & Associates
Colorado
$506K +$4.61K +12 +0.9%
SFB
2191
STAR Financial Bank
Indiana
$506K +$506K +1,316 New
CAM
2192
Cozad Asset Management
Illinois
$504K – – –
MHR
2193
Matthew Hamilton Rosenberg
$503K -$90.7K -236 -15%
TFG
2194
Tilson Financial Group
New Jersey
$503K +$503K +1,308 New
TC
2195
Tenret Company
Florida
$502K – – –
NWM
2196
NEIRG Wealth Management
Massachusetts
$501K – – –
AWC
2197
Adamsbrown Wealth Consultants
Kansas
$498K +$31.5K +82 +7%
IAG
2198
Ipsen Advisor Group
Arkansas
$498K +$498K +1,297 New
WFA
2199
WMG Financial Advisors
Tennessee
$497K -$85.3K -222 -15%
SW
2200
SMART Wealth
Nebraska
$496K +$496K +1,291 New
86 87
88
89 90