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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 %
CWP
2301
CFM Wealth Partners
Texas
$393K – – –
ADIM
2302
Alpha DNA Investment Management
Maryland
$393K +$6.92K +18 +2%
KFC
2303
Klingenstein Fields & Co
New York
$393K +$4.23K +11 +1%
KFS
2304
Kaizen Financial Strategies
California
$392K -$375K -936 -49%
OBWP
2305
O'Brien Wealth Partners
Massachusetts
$392K – – –
FFWM
2306
Future Financial Wealth Management
Ohio
$392K – – –
FFG
2307
Fullen Financial Group
Ohio
$392K +$408 +1 +0.1%
ISWM
2308
Independent Solutions Wealth Management
New York
$392K +$392K +1,020 New
FNBOMD
2309
First National Bank of Mount Dora
Florida
$391K – – –
AWM
2310
Accurate Wealth Management
Florida
$391K -$200K -510 -34%
TAM
2311
Townsend Asset Management
North Carolina
$389K +$9.99K +26 +3%
RW
2312
REDW Wealth
New Mexico
$386K -$296K -771 -43%
EB
2313
Eastern Bank
Massachusetts
$384K – – –
MP
2314
McDonald Partners
Ohio
$382K +$2.69K +7 +0.7%
RWM
2315
Rockwood Wealth Management
Pennsylvania
$381K +$42.3K +110 +12%
PAWA
2316
Palo Alto Wealth Advisors
California
$381K +$381K +992 New
FFG
2317
Frisch Financial Group
New York
$381K -$287K -746 -43%
AA
2318
Advisory Alpha
Michigan
$381K +$381K +990 New
TCM
2319
Tandem Capital Management
New Jersey
$380K – – –
BPFA
2320
Barnes Pettey Financial Advisors
Mississippi
$378K +$14.2K +37 +4%
AAIM
2321
Asset Advisors Investment Management
Georgia
$376K -$5.38K -14 -1%
LWM
2322
Lodestone Wealth Management
Washington
$376K +$376K +979 New
AWM
2323
Aberdeen Wealth Management
Illinois
$375K – – –
MG
2324
MilWealth Group
Wisconsin
$374K – – –
HVIA
2325
Hudson Valley Investment Advisors
New York
$372K +$372K +967 New
91 92
93
94 95