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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,575 hedge funds and large institutions have $238B invested in iShares Core S&P 500 ETF in 2022 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,146 increasing their positions, 983 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,575
Holders Change
-26
Holders Change %
-1%
% of All Funds
40.75%
Holding in Top 10
832
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-3.03%
% of All Funds
13.17%
New
124
Increased
1,146
Reduced
983
Closed
119
Calls
$327M
Puts
$1.51B
Net Calls
-$1.18B
Net Calls Change
-$527M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$13.3B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.34B
3
Goldman Sachs
Goldman Sachs
New York
+$971M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$818M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$722M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$3.19B
2
Squarepoint
Squarepoint
New York
-$2.37B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.24B
4
Victory Capital Management
Victory Capital Management
Texas
-$1.38B
5
Millennium Management
Millennium Management
New York
-$1.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
FAN
2201
Financial Advisors Network
California
$441K -$2.27K -5 -0.5%
LDB
2202
Lee, Danner & Bass
Tennessee
$441K +$84.4K +186 +24%
BO
2203
Bank OZK
Arkansas
$438K -$24.9K -55 -5%
E
2204
ETFidea
New York
$436K -$32.7K -72 -7%
FPB
2205
First PREMIER Bank
South Dakota
$436K – – –
FFG
2206
Fullen Financial Group
Ohio
$432K +$1.36K +3 +0.3%
JWCA
2207
J.W. Coons Advisors
Ohio
$432K +$125K +275 +41%
NSAM
2208
North Star Asset Management
Wisconsin
$431K – – –
CAM
2209
Cozad Asset Management
Illinois
$430K +$2.72K +6 +0.6%
EIA
2210
Edgemoor Investment Advisors
Maryland
$426K +$56.6K +125 +15%
ICP
2211
Interchange Capital Partners
Pennsylvania
$426K +$169K +372 +66%
WA
2212
Wealthstream Advisors
New York
$425K -$27.7K -61 -6%
IWS
2213
Insight Wealth Strategies
California
$425K +$81.1K +179 +24%
GWSG
2214
GPS Wealth Strategies Group
Colorado
$425K +$125K +275 +42%
SEA
2215
Stegent Equity Advisors
Texas
$423K – – –
TCM
2216
Tandem Capital Management
New Jersey
$423K +$45K +105 +12%
Canada Life
2217
Canada Life
Manitoba, Canada
$423K +$301K +649 +248%
HVIA
2218
Hudson Valley Investment Advisors
New York
$423K +$423K +933 New
ML
2219
Mayport LLC
Massachusetts
$421K – – –
Fayez Sarofim & Co
2220
Fayez Sarofim & Co
Texas
$420K -$10.4K -23 -2%
ZCA
2221
Zeke Capital Advisors
Pennsylvania
$420K – – –
CP
2222
Cumberland Partners
Ontario, Canada
$418K -$703K -1,550 -63%
BFA
2223
Bill Few Associates
Pennsylvania
$418K +$29.5K +65 +8%
FWM
2224
Finer Wealth Management
Massachusetts
$416K – – –
TPW
2225
Tiller Private Wealth
Pennsylvania
$413K +$18.2K +40 +5%
87 88
89
90 91