IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,575 hedge funds and large institutions have $238B invested in iShares Core S&P 500 ETF in 2022 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,146 increasing their positions, 983 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,575
Holders Change
-26
Holders Change %
-1%
% of All Funds
40.75%
Holding in Top 10
832
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-3.03%
% of All Funds
13.17%
New
124
Increased
1,146
Reduced
983
Closed
119
Calls
$327M
Puts
$1.51B
Net Calls
-$1.18B
Net Calls Change
-$527M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$13.3B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.34B
3
Goldman Sachs
Goldman Sachs
New York
+$971M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$818M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$722M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$3.19B
2
Squarepoint
Squarepoint
New York
-$2.37B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.24B
4
Victory Capital Management
Victory Capital Management
Texas
-$1.38B
5
Millennium Management
Millennium Management
New York
-$1.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
2376
Ategra Capital Management
Virginia
$268K -$76.3K -168 -22%
WWG
2377
West Wealth Group
California
$267K -$18.6K -41 -7%
OFP
2378
OLIO Financial Planning
Virginia
$266K -$20.4K -45 -7%
TA
2379
TruWealth Advisors
Louisiana
$263K -$1.82K -4 -0.7%
SFS
2380
Strategic Financial Services
New York
$263K +$263K +580 New
OFG
2381
Orcam Financial Group
California
$261K – – –
NC
2382
NBW Capital
Massachusetts
$261K +$261K +575 New
AIM
2383
Athena Investment Management
California
$260K +$260K +584 New
ACWM
2384
Adams Chetwood Wealth Management
North Carolina
$259K – – –
I
2385
IMPACTfolio
Colorado
$257K +$257K +567 New
FBA
2386
Front Barnett Associates
Illinois
$255K +$18.1K +40 +8%
LG
2387
LaFleur & Godfrey
Michigan
$254K – – –
RCG
2388
Resource Consulting Group
Florida
$253K – – –
PA
2389
Probity Advisors
Texas
$250K – – –
SCM
2390
Sterneck Capital Management
Missouri
$249K +$9.09K +20 +4%
UCI
2391
Uncommon Cents Investing
Wisconsin
$249K +$249K +549 New
SWM
2392
Silverlake Wealth Management
Vermont
$248K -$14.1K -31 -5%
RCG
2393
Regatta Capital Group
California
$248K -$313K -689 -56%
CCA
2394
Cottonwood Capital Advisors
Utah
$247K -$22.7K -50 -8%
SAI
2395
Systematic Alpha Investments
New Jersey
$247K – – –
GF
2396
Goodman Financial
Texas
$247K – – –
FA
2397
Fagan Associates
New York
$246K +$246K +542 New
CSPAM
2398
Cary Street Partners Asset Management
Virginia
$245K -$2.27K -5 -0.9%
AWM
2399
Activest Wealth Management
Florida
$245K +$906 +2 +0.4%
SFMG
2400
Sage Financial Management Group
Virginia
$245K +$245K +540 New
94 95
96
97 98