IVV icon

iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
2226
Alpha Capital Management
Texas
$296K +$1.08K +3 +0.4%
MIP
2227
Marietta Investment Partners
Wisconsin
$295K
BWL
2228
Bogart Wealth LLC
Virginia
$295K +$71.6K +200 +32%
AIM
2229
Avity Investment Management
Connecticut
$294K
SWIG
2230
Strategic Wealth Investment Group
Kentucky
$294K +$294K +820 New
CNC
2231
Citizens & Northern Corp
Pennsylvania
$292K
BFS
2232
Bickling Financial Services
Massachusetts
$292K
RCC
2233
Red Cedar Capital
Nebraska
$288K +$3.58K +10 +1%
SMH
2234
Sanders Morris Harris
Texas
$287K -$1.54M -4,298 -84%
NCM
2235
Neumann Capital Management
California
$287K -$5.38K -15 -2%
HFP
2236
Holistic Financial Partners
Indiana
$287K +$4.67K +13 +2%
RCM
2237
Radnor Capital Management
Pennsylvania
$286K
GWAG
2238
Garrett Wealth Advisory Group
Texas
$285K
WA
2239
WealthTrust Axiom
Pennsylvania
$283K
ZIG
2240
Zuckerman Investment Group
Illinois
$282K -$41.3K -115 -13%
WOC
2241
West Oak Capital
California
$282K
BI
2242
Blooom Inc
Kansas
$281K -$10K -27 -3%
LDB
2243
Lee, Danner & Bass
Tennessee
$281K
EWA
2244
ERTS Wealth Advisors
Michigan
$279K -$99.3K -277 -26%
SEM
2245
Strategic Equity Management
Arizona
$279K -$50.9K -142 -15%
AWM
2246
AllSquare Wealth Management
New York
$279K
SPI
2247
Sutton Place Investors
New York
$279K +$58.4K +163 +26%
IWP
2248
Innova Wealth Partners
Pennsylvania
$279K +$61.2K +171 +28%
NWA
2249
Navis Wealth Advisors
New York
$277K -$1.68M -4,683 -86%
PW
2250
Peninsula Wealth
California
$277K +$1.08K +3 +0.4%