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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 %
PCM
2376
Piedmont Capital Management
Montana
$212K -$101K -268 -32%
GWA
2377
GGM Wealth Advisors
Maryland
$212K -$25.3K -66 -11%
LG
2378
LaFleur & Godfrey
Michigan
$212K – – –
PA
2379
Probity Advisors
Texas
$209K +$379 +1 +0.2%
RCG
2380
Regatta Capital Group
California
$209K +$1.9K +5 +0.9%
UCI
2381
Uncommon Cents Investing
Wisconsin
$208K – – –
SCM
2382
Sterneck Capital Management
Missouri
$208K – – –
WWA
2383
WC Walker & Associates
California
$208K +$2.71K +7 +1%
NCM
2384
Northwest Capital Management
Oregon
$208K +$25K +66 +14%
VNA
2385
Valley National Advisers
Pennsylvania
$208K +$66.5K +170 +47%
SWM
2386
Silverlake Wealth Management
Vermont
$208K – – –
ZCM
2387
Ziegler Capital Management
Illinois
$207K +$6.82K +18 +3%
GF
2388
Goodman Financial
Texas
$206K – – –
SAI
2389
Systematic Alpha Investments
New Jersey
$206K – – –
AWM
2390
Activest Wealth Management
Florida
$206K +$759 +2 +0.4%
SFMG
2391
Sage Financial Management Group
Virginia
$205K – – –
MWM
2392
Moulton Wealth Management
Washington
$205K – – –
RIL
2393
Rothschild Investment LLC
Illinois
$205K +$205K +541 New
CSPAM
2394
Cary Street Partners Asset Management
Virginia
$204K – – –
AFS
2395
AFG Fiduciary Services
Massachusetts
$204K – – –
FPIS
2396
Financial Planning & Information Services
Wisconsin
$203K – – –
RPSA
2397
Richard P. Slaughter Associates
Texas
$202K -$126K -334 -38%
WFA
2398
West Financial Advisors
Iowa
$197K – – –
VNIM
2399
Vaughan Nelson Investment Management
Texas
$191K – – –
JWBC
2400
John W. Brooker & Co
California
$191K – – –
94 95
96
97 98