IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,515 hedge funds and large institutions have $199B invested in iShares Core S&P 500 ETF in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 1,138 increasing their positions, 950 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,515
Holders Change
-60
Holders Change %
-2.33%
% of All Funds
42.53%
Holding in Top 10
801
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-3.73%
% of All Funds
13.54%
New
103
Increased
1,138
Reduced
950
Closed
126
Calls
$273M
Puts
$228M
Net Calls
+$44.7M
Net Calls Change
+$1.22B

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$926M
2
Morgan Stanley
Morgan Stanley
New York
+$831M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$798M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$677M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$564M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$2.38B
2
USAA
United Services Automobile Association
Texas
-$1.1B
3
SLI
Sumitomo Life Insurance
Japan
-$1.07B
4
Bank of America
Bank of America
North Carolina
-$640M
5
Rafferty Asset Management
Rafferty Asset Management
New York
-$564M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
2326
Solidarity Wealth
Utah
$245K +$44.4K +107 +22%
CHC
2327
City Holding Co
West Virginia
$244K -$3.79K -10 -2%
FNBSF
2328
First National Bank Sioux Falls
South Dakota
$244K +$8.73K +23 +4%
FP
2329
Fiduciary Planning
Florida
$243K -$61.9K -163 -20%
TAM
2330
Taurus Asset Management
New York
$243K -$9.49K -25 -4%
SSCA
2331
South Shore Capital Advisors
Massachusetts
$243K – – –
SBIA
2332
Sheaff Brock Investment Advisors
Indiana
$243K – – –
CCM
2333
Cribstone Capital Management
Maine
$243K – – –
SFG
2334
Synergy Financial Group
California
$243K – – –
YWP
2335
YorkBridge Wealth Partners
New York
$243K +$243K +640 New
HTHT
2336
Hemenway Trust Hemenway Trust
New Hampshire
$242K – – –
PIM
2337
Penobscot Investment Management
Massachusetts
$242K – – –
WWG
2338
West Wealth Group
California
$241K +$18.2K +48 +8%
CAMV
2339
Concord Asset Management (Virginia)
Virginia
$239K – – –
AHC
2340
Adell Harriman & Carpenter
Texas
$238K +$11.8K +31 +5%
CF
2341
Copperwynd Financial
Arizona
$238K -$12.4M -32,777 -98%
BPM
2342
Bowling Portfolio Management
Ohio
$238K – – –
LF
2343
LifeSteps Financial
California
$238K – – –
HHAA
2344
Henry H. Armstrong Associates
Pennsylvania
$237K – – –
MWM
2345
MY Wealth Management
Maryland
$237K – – –
BWL
2346
Bogart Wealth LLC
Virginia
$236K -$4.92K -13 -2%
OFP
2347
OLIO Financial Planning
Virginia
$236K +$13.6K +36 +6%
LRWA
2348
Long Run Wealth Advisors
New York
$235K -$1.14K -3 -0.5%
BWL
2349
Beacon Wealthcare LLC
North Carolina
$235K – – –
TYCC
2350
Texas Yale Capital Corp
Florida
$235K +$55K +145 +31%
92 93
94
95 96