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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.2B
2
Goldman Sachs
Goldman Sachs
New York
$3.93B
3
Osaic Holdings
Osaic Holdings
Arizona
$1.76B
4
CCMG
Clark Capital Management Group
Pennsylvania
$466M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$3.17B

Top Sellers

1
Rafferty Asset Management
Rafferty Asset Management
New York
$68.6M
2
SLI
Sumitomo Life Insurance
Japan
$0
3
BlackRock
BlackRock
New York
$24.5B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.53B
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$484K
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
201
RPTC Inc
Wyoming
$84.5M +$346K +964 +0.4%
SIRP
202
Shelter Insurance Retirement Plan
Missouri
$84.5M – – –
Amundi
203
Amundi
France
$83.8M +$12.5M +33,100 +18%
CB
204
Commerce Bank
Missouri
$83.3M -$1.85M -5,165 -2%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$83M -$2.6M -7,246 -3%
AWC
206
Abundance Wealth Counselors
Pennsylvania
$81.8M +$143K +398 +0.2%
Sumitomo Mitsui Trust Group
207
Sumitomo Mitsui Trust Group
Japan
$78.6M +$32.1M +89,610 +69%
SSB
208
Sandy Spring Bank
Maryland
$78.2M +$2.02M +5,638 +3%
PP
209
Pegasus Partners
Wisconsin
$77.1M +$4.02M +11,196 +5%
RWM
210
Rezny Wealth Management
Florida
$77M +$742K +2,070 +1%
SPP
211
Single Point Partners
Massachusetts
$76.6M -$15.5M -43,348 -17%
MA
212
MUFG Americas
New York
$75.7M -$729K -2,032 -1%
PP
213
Prudential plc
United Kingdom
$75.6M +$10.2M +28,400 +16%
CA
214
Cetera Advisors
Colorado
$74.5M -$7.43M -20,715 -9%
PFM
215
Phillips Financial Management
Indiana
$74.5M -$1.94M -5,409 -3%
Korea Investment Corp
216
Korea Investment Corp
South Korea
$74.5M +$40.9M +114,109 +122%
SAM
217
Securian Asset Management
Minnesota
$73.9M – – –
BRWA
218
B. Riley Wealth Advisors
Florida
$73.6M +$16.5M +45,983 +29%
IWA
219
Icon Wealth Advisors
Texas
$71.6M +$71.6M +199,573 New
SIM
220
SSI Investment Management
California
$71.5M +$13.4M +37,225 +23%
HH
221
HWG Holdings
Texas
$70.7M +$70.7M +197,025 New
SAM
222
Satovsky Asset Management
New York
$69.8M -$3.36M -9,366 -5%
WA
223
Waverly Advisors
Alabama
$69.7M +$47.2M +131,502 +209%
FDCDDQ
224
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69.7M -$2.39M -6,664 -3%
CCFCSB
225
Cape Cod Five Cents Savings Bank
Massachusetts
$69.4M -$510K -1,423 -0.7%
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