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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,673 hedge funds and large institutions have $214B invested in iShares Core S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 1,113 increasing their positions, 938 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,673
Holders Change
+182
Holders Change %
+7.31%
% of All Funds
43.13%
Holding in Top 10
850
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+6.92%
% of All Funds
13.71%
New
319
Increased
1,113
Reduced
938
Closed
80
Calls
$380M
Puts
$150M
Net Calls
+$230M
Net Calls Change
+$292M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.02B
2
AWA
Arete Wealth Advisors
Illinois
+$1.41B
3
FCAS
First Command Advisory Services
Texas
+$988M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$694M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$670M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.3B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$718M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$432M
4
Morgan Stanley
Morgan Stanley
New York
-$426M
5
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$410M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFAG
2226
Blackston Financial Advisory Group
Florida
$477K +$30K +78 +7%
AA
2227
AlphaQ Advisors
Florida
$476K +$476K +2,203 New
LA
2228
LVW Advisors
New York
$474K -$89.5K -233 -16%
OA
2229
Operose Advisors
Wisconsin
$472K +$302K +785 +177%
CWP
2230
Concord Wealth Partners
Virginia
$472K -$142K -369 -23%
FW
2231
FirstPurpose Wealth
Utah
$469K +$1.92K +5 +0.4%
HFS
2232
Haverford Financial Services
Pennsylvania
$469K +$44.2K +115 +10%
MAS
2233
Madden Advisory Services
Florida
$468K +$8.07K +21 +2%
MCM
2234
Morton Capital Management
California
$468K +$70.7K +184 +18%
SBF
2235
Sara-Bay Financial
Florida
$464K -$13.1K -34 -3%
SDWIA
2236
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$463K +$40.7K +106 +10%
MLL
2237
Moody Lynn & Lieberson
Massachusetts
$462K – – –
YCM
2238
Yousif Capital Management
Michigan
$461K – – –
FAM
2239
Fenimore Asset Management
New York
$461K – – –
PIFP
2240
Partners in Financial Planning
Virginia
$461K – – –
FFP
2241
FourThought Financial Partners
Florida
$460K +$460K +1,196 New
DCM
2242
Donaldson Capital Management
Indiana
$460K -$3.07K -8 -0.7%
SCI
2243
Stableford Capital II
Arizona
$458K – – –
TNA
2244
True North Advisors
Texas
$458K +$15.4K +40 +3%
AIC
2245
Archer Investment Corporation
Indiana
$458K +$136K +353 +42%
HA
2246
Hofer & Associates
California
$457K – – –
ISL
2247
Ingalls & Snyder LLC
New York
$456K -$47.6K -124 -9%
SOAG
2248
Silver Oak Advisory Group
Oregon
$456K – – –
FF
2249
Francis Financial
$455K +$50.4K +131 +12%
CWM
2250
Chemistry Wealth Management
New York
$455K – – –
88 89
90
91 92