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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 %
GBWM
2326
Granite Bay Wealth Management
New Hampshire
$371K +$371K +965 New
MSR
2327
Main Street Research
Connecticut
$368K -$168K -437 -31%
PEA
2328
Park Edge Advisors
Ohio
$368K +$368K +957 New
MA
2329
MAS Advisors
Florida
$367K -$437K -1,137 -54%
WA
2330
Wealthstream Advisors
New York
$366K +$3.84K +10 +1%
FNBSF
2331
First National Bank Sioux Falls
South Dakota
$363K – – –
CA
2332
Cambridge Advisors
Nebraska
$362K – – –
HP
2333
Hyperion Partners
Pennsylvania
$362K +$362K +942 New
BWM
2334
BlackDiamond Wealth Management
New York
$361K +$133K +339 +58%
SF
2335
Safeguard Financial
Wisconsin
$357K +$357K +928 New
PA
2336
Paragon Advisors
Texas
$353K -$253K -659 -42%
TPW
2337
Tiller Private Wealth
Pennsylvania
$352K -$78.8K -205 -18%
ACM
2338
Altrius Capital Management
North Carolina
$351K – – –
TAM
2339
Tucker Asset Management
Colorado
$351K +$385 +1 +0.1%
TWA
2340
Talisman Wealth Advisors
New Jersey
$350K +$350K +912 New
SAM
2341
Sequent Asset Management
Texas
$349K +$349K +909 New
YIH
2342
Y-Intercept (HK)
Hong Kong
$349K -$2.25M -5,856 -87%
AHB
2343
Abner Herrman & Brock
New Jersey
$348K +$82.9K +216 +31%
FCCM
2344
First City Capital Management
Georgia
$347K – – –
LEFP
2345
Leading Edge Financial Planning
Tennessee
$346K +$346K +902 New
CCA
2346
Cravens & Co Advisors
Tennessee
$346K +$346K +900 New
AHC
2347
Adell Harriman & Carpenter
Texas
$345K -$3.85K -10 -1%
GC
2348
Garde Capital
Washington
$344K – – –
EP
2349
EPIQ Partners
Minnesota
$344K +$384 +1 +0.1%
CWMU
2350
Caliber Wealth Management (Utah)
Utah
$343K -$151K -392 -30%
92 93
94
95 96