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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 %
KWM
2451
Kolinsky Wealth Management
New Jersey
$209K +$209K +460 New
BIA
2452
Benchmark Investment Advisors
Illinois
$208K +$6.36K +14 +3%
DIP
2453
DT Investment Partners
Pennsylvania
$208K +$16.8K +37 +9%
FFC
2454
First Financial Corp
Indiana
$208K +$20.4K +45 +11%
AWM
2455
Accurate Wealth Management
Florida
$207K +$4.09K +9 +2%
HBT
2456
Hills Bank & Trust
Iowa
$206K -$3.17K -7 -2%
MWM
2457
Moulton Wealth Management
Washington
$205K +$911 +2 +0.4%
CRI
2458
Colonial River Investments
Virginia
$205K +$205K +451 New
RRCM
2459
Rappaport Reiches Capital Management
Illinois
$205K +$205K +451 New
SRC
2460
Shufro Rose & Co
New York
$204K -$16.3K -36 -7%
ACM
2461
Allred Capital Management
Texas
$204K – – –
CCM
2462
Crossvault Capital Management
Texas
$204K – – –
LWMG
2463
Levy Wealth Management Group
Pennsylvania
$204K +$453 +1 +0.2%
WIP
2464
WealthCare Investment Partners
Rhode Island
$204K +$204K +458 New
DMIC
2465
Dixon Mitchell Investment Counsel
British Columbia, Canada
$204K +$204K +449 New
FWP
2466
Falcon Wealth Planning
California
$203K -$11.4K -25 -5%
SDH
2467
Sloy Dahl & Holst
Washington
$203K +$203K +447 New
SPWM
2468
Spartan Planning & Wealth Management
North Carolina
$203K +$203K +448 New
SFPM
2469
Sensible Financial Planning & Management
Massachusetts
$202K +$202K +446 New
TW
2470
Towerpoint Wealth
California
$201K -$199K -437 -50%
OA
2471
Operose Advisors
Wisconsin
$201K +$454 +1 +0.2%
BFA
2472
Buttonwood Financial Advisors
Maryland
$200K -$9.98K -22 -5%
TAM
2473
Tucker Asset Management
Colorado
$199K +$160K +353 +415%
GG
2474
Gleason Group
Kentucky
$196K +$454 +1 +0.2%
DMKJ
2475
David M. Knott Jr
$195K +$195K +429 New
97 98
99
100 101