IVV icon

iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
DC
2251
Defender Capital
North Carolina
$453K
FCM
2252
Fortis Capital Management
Washington
$453K +$453K +1,179 New
UL
2253
Unionview LLC
Washington
$453K +$15.4K +40 +4%
V
2254
ViaWealth
Kansas
$452K +$452K +1,160 New
PIM
2255
Provident Investment Management
Michigan
$452K
BWP
2256
Balboa Wealth Partners
Arizona
$452K +$1.15K +3 +0.3%
RFA
2257
Register Financial Advisors
Georgia
$451K +$451K +1,173 New
CCG
2258
Chatham Capital Group
Georgia
$448K +$29.6K +77 +7%
HZ
2259
Hixon Zuercher
Ohio
$446K +$446K +1,161 New
MPIA
2260
Mountain Pacific Investment Advisers
Idaho
$445K +$8.45K +22 +2%
BFG
2261
Bouchey Financial Group
New York
$443K +$384 +1 +0.1%
ST
2262
Somerset Trust
Pennsylvania
$443K +$46.1K +120 +12%
KCFA
2263
Key Client Fiduciary Advisors
New Jersey
$443K +$10.8K +28 +2%
SFP
2264
Strategic Financial Planning
Texas
$441K
HCMG
2265
Howard Capital Management Group
California
$440K +$28.8K +75 +7%
HIMC
2266
Heritage Investors Management Corp
Maryland
$436K -$2.31K -6 -0.5%
CIM
2267
Confluence Investment Management
Missouri
$436K +$436K +1,134 New
TPA
2268
Trivium Point Advisory
Connecticut
$435K +$390 +1 +0.1%
LK
2269
Lumbard & Kellner
New Hampshire
$435K +$66.9K +174 +18%
LJAC
2270
L.J. Altfest & Co
New York
$434K -$80.7K -210 -16%
LWMT
2271
Legacy Wealth Management (Tennessee)
Tennessee
$433K -$57.2K -149 -12%
ML
2272
Mayport LLC
Massachusetts
$433K +$75.7K +197 +21%
BWM
2273
BNC Wealth Management
Oregon
$428K
WMS
2274
Wealth Management Solutions
Pennsylvania
$428K +$768 +2 +0.2%
AO
2275
Advisor OS
Illinois
$427K +$22.7K +59 +6%