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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 %
HIMC
2226
Heritage Investors Management Corp
Maryland
$411K – – –
CFA
2227
Capstone Financial Advisors
Illinois
$409K -$34K -75 -8%
DAM
2228
Delta Asset Management
Tennessee
$408K +$22.7K +50 +6%
CFFP
2229
Center for Financial Planning
Michigan
$407K -$40.9K -90 -9%
FWM
2230
Foresight Wealth Management
Utah
$406K -$907 -2 -0.2%
LIG
2231
Lokken Investment Group
Delaware
$406K – – –
OWP
2232
Obermeyer Wealth Partners
Colorado
$406K +$55.3K +122 +16%
RA
2233
Rise Advisors
New York
$402K -$3.63K -8 -0.9%
UBG
2234
United Bank (Georgia)
Georgia
$401K +$3.18K +7 +0.8%
SL
2235
Salomon & Ludwin
Virginia
$398K +$141K +310 +55%
ECA
2236
Elevated Capital Advisors
Utah
$398K +$398K +878 New
CP
2237
Covenant Partners
Tennessee
$397K – – –
BPFA
2238
Barnes Pettey Financial Advisors
Mississippi
$396K +$10.9K +24 +3%
RPSA
2239
Richard P. Slaughter Associates
Texas
$394K -$65.7K -145 -14%
RFN
2240
RDA Financial Network
Iowa
$391K -$1.82K -4 -0.5%
TPW
2241
TL Private Wealth
Texas
$390K +$1.32K +3 +0.3%
SWM
2242
SFG Wealth Management
Maryland
$389K -$18.2K -40 -4%
Massachusetts Financial Services
2243
Massachusetts Financial Services
Massachusetts
$388K – – –
BRA
2244
Biechele Royce Advisors
Indiana
$387K -$362K -800 -48%
ACM
2245
Alpha Capital Management
Texas
$386K -$54.5K -120 -12%
KCPG
2246
Kavar Capital Partners Group
Kansas
$386K -$11.4K -25 -3%
FMI
2247
Fiduciary Management Inc
Wisconsin
$385K -$8.55M -18,840 -96%
OBGC
2248
O'Brien Greene & Co
Pennsylvania
$384K – – –
EGA
2249
Eagle Global Advisors
Texas
$382K +$150K +330 +64%
OWM
2250
OneAscent Wealth Management
Alabama
$380K +$380K +838 New
88 89
90
91 92