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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
$20.6B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13.2B
3
Goldman Sachs
Goldman Sachs
New York
$3.07B
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$10.9B
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
$0
2
Squarepoint
Squarepoint
New York
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.92B
4
Victory Capital Management
Victory Capital Management
Texas
$215M
5
Millennium Management
Millennium Management
New York
$7.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWC
201
Abundance Wealth Counselors
Pennsylvania
$103M +$2.89M +6,365 +3%
MA
202
MUFG Americas
New York
$102M -$3.95M -8,710 -4%
SPIA
203
Steward Partners Investment Advisory
New York
$101M +$3.49M +7,685 +4%
PP
204
Prudential plc
United Kingdom
$101M -$37.1M -81,776 -27%
FSWA
205
Financial Synergies Wealth Advisors
Texas
$100M -$2.85M -6,275 -3%
SC
206
Soundwatch Capital
Connecticut
$100M -$81.3M -179,160 -45%
HH
207
HWG Holdings
Texas
$99.4M +$69.2M +152,557 +229%
RWM
208
Rezny Wealth Management
Florida
$97.7M +$722K +1,591 +0.7%
PFM
209
Phillips Financial Management
Indiana
$97.3M +$4.09M +9,022 +4%
RWM
210
RKL Wealth Management
Pennsylvania
$96.1M +$6.45M +14,217 +7%
IWC
211
Integrated Wealth Concepts
Massachusetts
$95.8M +$28.9M +63,644 +43%
CFIA
212
Cantor Fitzgerald Investment Advisors
New York
$95.4M -$5.8M -12,783 -6%
SSB
213
Sandy Spring Bank
Maryland
$95.3M +$1.2M +2,635 +1%
SAM
214
Satovsky Asset Management
New York
$95.1M -$885K -1,951 -0.9%
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$94.8M +$13.6M +29,895 +17%
TWA
216
TPB Wealth Advisors
Texas
$94.6M +$35.5M +78,265 +60%
PP
217
Pegasus Partners
Wisconsin
$94.6M +$4.25M +9,374 +5%
SAM
218
Securian Asset Management
Minnesota
$93.4M – – –
BNP Paribas Financial Markets
219
BNP Paribas Financial Markets
France
$91.6M +$72.3M +159,310 +374%
CIM
220
CenturyLink Investment Management
Colorado
$90.7M -$30M -66,124 -25%
IWP
221
Icon Wealth Partners
Texas
$89M +$34.2M +75,272 +62%
GWM
222
Geneos Wealth Management
Colorado
$88.1M -$3.55M -7,824 -4%
SG
223
Swarthmore Group
Pennsylvania
$88M – – –
GF
224
Genworth Financial
Virginia
$87.2M +$39.2M +86,400 +82%
RIS
225
Retirement Income Solutions
Michigan
$86.9M +$2.16M +4,766 +3%
7 8
9
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