IVV icon

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 %
BCMO
2276
Buckingham Capital Management (Ohio)
Ohio
$424K – – –
TCMP
2277
Thrive Capital Management (Pennsylvania)
Pennsylvania
$423K -$338K -880 -44%
SWK
2278
Stephen W. Kidder
$423K – – –
BMD
2279
Better Money Decisions
New Mexico
$420K -$115K -298 -21%
LMKC
2280
L.M. Kohn & Company
Ohio
$419K – – –
LG
2281
Lane Generational
Massachusetts
$417K +$417K +1,086 New
LRPA
2282
L. Roy Papp & Associates
Arizona
$417K +$384 +1 +0.1%
FSA
2283
Financial Sense Advisors
California
$416K +$19.6K +51 +5%
LIG
2284
Lokken Investment Group
Delaware
$415K +$38.4K +100 +10%
HDIM
2285
Hanson & Doremus Investment Management
Vermont
$415K -$19.6K -51 -5%
RB
2286
Richmond Brothers
Michigan
$413K -$16.5K -43 -4%
SM
2287
Sensible Money
Arizona
$408K +$408K +1,063 New
PFA
2288
Pathway Financial Advisors
Vermont
$408K – – –
ICM
2289
Intrepid Capital Management
Florida
$408K -$17.7K -46 -4%
Fayez Sarofim & Co
2290
Fayez Sarofim & Co
Texas
$407K -$1.25M -3,257 -75%
UWM
2291
USAdvisors Wealth Management
Minnesota
$406K +$44.6K +116 +12%
AW
2292
Alaethes Wealth
Nevada
$406K -$21.9K -57 -5%
OWA
2293
Outlook Wealth Advisors
Texas
$406K -$1.02M -2,646 -71%
MAM
2294
McLean Asset Management
Virginia
$405K – – –
SKK
2295
Shepherd Kaplan Krochuk
Massachusetts
$404K +$123K +321 +44%
BW
2296
Bison Wealth
Georgia
$400K -$29.4K -73 -7%
LFGO
2297
Legacy Financial Group (Oklahoma)
Oklahoma
$397K +$397K +1,034 New
VPIM
2298
Vanguard Personalized Indexing Management
California
$396K +$46.5K +121 +13%
HFM
2299
Hartford Funds Management
Pennsylvania
$395K +$395K +1,029 New
UBV
2300
United Bank (Virginia)
Virginia
$394K -$99.5K -259 -20%
90 91
92
93 94