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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 %
BIA
2451
Benchmark Investment Advisors
Illinois
$266K +$266K +694 New
BC
2452
Bowman & Company
Wisconsin
$266K +$266K +693 New
GWA
2453
GGM Wealth Advisors
Maryland
$265K +$49.1K +126 +23%
NG
2454
NWK Group
California
$263K – – –
FMTCOCP
2455
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$263K – – –
AIC
2456
Argus Investors Counsel
New York
$263K -$1.15K -3 -0.4%
TWM
2457
TriaGen Wealth Management
California
$262K +$262K +681 New
SWIG
2458
Strategic Wealth Investment Group
Kentucky
$260K -$62.6K -159 -19%
CHC
2459
City Holding Co
West Virginia
$259K +$11.9K +31 +5%
BCP
2460
Blue Chip Partners
Michigan
$259K +$384 +1 +0.1%
CPA
2461
Capital Planning Advisors
California
$259K +$259K +673 New
GWM
2462
Grand Wealth Management
Michigan
$258K +$216K +563 +517%
QCM
2463
Quantinno Capital Management
New York
$258K -$284K -741 -52%
EG
2464
Ellerson Group
Maryland
$258K +$258K +672 New
SPWG
2465
Syntegra Private Wealth Group
Missouri
$258K +$258K +670 New
PWM
2466
Prentice Wealth Management
New York
$257K -$73.4K -191 -22%
RBCM
2467
Raub Brock Capital Management
California
$256K +$384 +1 +0.2%
CPP
2468
Capasso Planning Partners
South Carolina
$256K +$384 +1 +0.2%
SFP
2469
Sandbox Financial Partners
Maryland
$255K -$186K -485 -42%
SFWC
2470
Strategic Family Wealth Counselors
New Jersey
$255K +$1.54K +4 +0.6%
PHS
2471
Pekin Hardy Strauss
Illinois
$255K -$35K -91 -12%
MIC
2472
Meridian Investment Counsel
California
$254K – – –
BAM
2473
Byrne Asset Management
New Jersey
$254K -$27.7K -72 -10%
PIM
2474
Penobscot Investment Management
Massachusetts
$253K – – –
LWMG
2475
Levy Wealth Management Group
Pennsylvania
$253K +$253K +657 New
97 98
99
100 101