IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,601 hedge funds and large institutions have $243B invested in iShares Core S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 1,106 increasing their positions, 757 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,601
Holders Change
+351
Holders Change %
+15.6%
% of All Funds
40.17%
Holding in Top 10
858
Holding in Top 10 Change
+132
Holding in Top 10 Change %
+18.18%
% of All Funds
13.25%
New
450
Increased
1,106
Reduced
757
Closed
57
Calls
$150M
Puts
$803M
Net Calls
-$653M
Net Calls Change
-$354M

Top Buyers

1
California Public Employees Retirement System
1
California Public Employees Retirement System
California
$3.19B
2
BlackRock
2
BlackRock
New York
$33.5B
3
Millennium Management
3
Millennium Management
New York
$1.45B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.43B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.4B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.64B
2
Franklin Resources
2
Franklin Resources
California
$676M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$40.4M
4
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$85.2M
5
SMFG
5
Sumitomo Mitsui Financial Group
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPP
201
Single Point Partners
Massachusetts
$113M +$113M +235,919 New
RI
202
RPTC Inc
Wyoming
$112M -$2.71M -5,682 -2%
SIRP
203
Shelter Insurance Retirement Plan
Missouri
$112M – – –
PCIG
204
Partners Capital Investment Group
Massachusetts
$112M +$27.4M +57,359 +32%
AI
205
Atria Investments
North Carolina
$111M +$17.5M +36,775 +19%
BCM
206
Brookstone Capital Management
Illinois
$111M -$1.04M -2,218 -0.9%
MA
207
MUFG Americas
New York
$111M -$79.2K -166 -0.1%
CB
208
Commerce Bank
Missouri
$110M -$1.72M -3,600 -2%
SIMM
209
Stillwater Investment Management (Minnesota)
Minnesota
$110M +$1.55M +3,259 +1%
SWA
210
SFMG Wealth Advisors
Texas
$110M +$6.28M +13,162 +6%
FCFS
211
First Command Financial Services
Texas
$109M +$5.97M +12,524 +6%
VIA
212
Vantagepoint Investment Advisers
District of Columbia
$109M -$39.3M -82,480 -27%
FSWA
213
Financial Synergies Wealth Advisors
Texas
$108M -$1.4M -2,943 -1%
DGAM
214
Desjardins Global Asset Management
Quebec, Canada
$108M +$108M +225,577 New
CFIA
215
Cantor Fitzgerald Investment Advisors
New York
$106M +$2.88M +6,040 +3%
TFM
216
TFC Financial Management
Massachusetts
$106M +$3.14M +6,585 +3%
AWC
217
Abundance Wealth Counselors
Pennsylvania
$106M +$106M +221,373 New
SPIA
218
Steward Partners Investment Advisory
New York
$103M +$6.87M +14,403 +7%
AF
219
Allworth Financial
California
$102M +$88.2M +184,951 +630%
RWM
220
Rezny Wealth Management
Florida
$102M +$906K +1,900 +0.9%
SAM
221
Satovsky Asset Management
New York
$101M -$2.06M -4,311 -2%
SSB
222
Sandy Spring Bank
Maryland
$99M +$2.6M +5,451 +3%
Two Sigma Advisers
223
Two Sigma Advisers
New York
$98.5M -$45.7M -95,900 -32%
SAM
224
Securian Asset Management
Minnesota
$98.2M +$50.3M +105,440 +105%
PFM
225
Phillips Financial Management
Indiana
$98M +$1.08M +2,260 +1%
7 8
9
10 11