IVV icon

iShares Core S&P 500 ETF

2,491 hedge funds and large institutions have $191B invested in iShares Core S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 1,097 increasing their positions, 915 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,491
Holders Change
-24
Holders Change %
-0.95%
% of All Funds
43.07%
Holding in Top 10
795
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.75%
% of All Funds
13.75%
New
102
Increased
1,097
Reduced
915
Closed
88
Calls
$175M
Puts
$237M
Net Calls
-$62.2M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
2401
Bell Investment Advisors
California
$113K -$22.5K -63 -17%
CWM
2402
Cedar Wealth Management
California
$111K +$42.7K +119 +63%
AWM
2403
Accel Wealth Management
Iowa
$110K +$30K +79 +37%
AF
2404
Arrow Financial
New York
$110K +$101K +282 +1,128%
FFA
2405
Fairfield Financial Advisors
Massachusetts
$104K +$88.4K +247 +561%
HWP
2406
Highline Wealth Partners
California
$102K +$102K +286 New
RF
2407
Robbins Farley
New Hampshire
$101K
IBOK
2408
Independence Bank of Kentucky
Kentucky
$93K -$8.29K -23 -8%
OPW
2409
Oxler Private Wealth
New York
$92.7K +$470 +1 +0.5%
M1FG
2410
Mach-1 Financial Group
Arkansas
$91K -$82.1K -231 -47%
CM
2411
Cornerstone Management
Georgia
$90.7K
PAIM
2412
Punch & Associates Investment Management
Minnesota
$90K
AIM
2413
Anchor Investment Management
South Carolina
$89.3K
FEG
2414
Financial Enhancement Group
Indiana
$88K
MSFP
2415
Mark Sheptoff Financial Planning
Connecticut
$85K
KFO
2416
Kopp Family Office
Minnesota
$84K
AWM
2417
Ameliora Wealth Management
Switzerland
$83K +$83K +234 New
NMG
2418
New Millennium Group
Utah
$81K +$29.4K +81 +57%
CAM
2419
Costello Asset Management
Pennsylvania
$71K -$18.2K -51 -20%
BAM
2420
Bellevue Asset Management
Washington
$68K
CWM
2421
CarsonAllaria Wealth Management
Illinois
$67K +$717 +2 +1%
LFA
2422
Legend Financial Advisors
Pennsylvania
$66.4K +$66.4K +185 New
MAM
2423
Marquette Asset Management
Minnesota
$66K
CBT
2424
CoreFirst Bank & Trust
Kansas
$65K
PG
2425
Proffitt & Goodson
Tennessee
$64K