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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

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.

Holders
2,491
Holders Change
-24
Holders Change %
-0.95%
% of All Funds
43.08%
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

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.2B
2
Goldman Sachs
2
Goldman Sachs
New York
$3.93B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.76B
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$466M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.17B

Top Sellers

1
Rafferty Asset Management
1
Rafferty Asset Management
New York
$68.6M
2
SLI
2
Sumitomo Life Insurance
Japan
$0
3
BlackRock
3
BlackRock
New York
$24.5B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.53B
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$484K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$24.5B 68,297,585 -2,301,811 -3%
Bank of America
2
Bank of America
North Carolina
$15.4B 43,057,885 -576,794 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.2B 33,947,472 +4,746,312 +16%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$9.54B 26,600,017 +1,179,284 +5%
Creative Planning
5
Creative Planning
Kansas
$6.7B 18,682,614 -420,177 -2%
Wells Fargo
6
Wells Fargo
California
$5.86B 16,333,095 -62,949 -0.4%
Morgan Stanley
7
Morgan Stanley
New York
$4.8B 13,378,991 -116,871 -0.9%
Goldman Sachs
8
Goldman Sachs
New York
$3.93B 10,949,996 +4,676,564 +75%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$3.19B 8,882,579 +149,197 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.17B 8,832,996 +1,229,595 +16%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$3.15B 8,790,675 +28,525 +0.3%
LPL Financial
12
LPL Financial
California
$2.83B 7,903,785 +372,936 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.53B 7,043,336 -1,499,695 -18%
CWA
14
CM Wealth Advisors
Ohio
$2.49B 6,940 -58 -0.8%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$2.24B 6,249,813 -652,083 -9%
Truist Financial
16
Truist Financial
North Carolina
$2.17B 6,059,458 +13,247 +0.2%
Ameriprise
17
Ameriprise
Minnesota
$1.98B 5,527,495 +20,949 +0.4%
US Bancorp
18
US Bancorp
Minnesota
$1.92B 5,339,573 +142,535 +3%
FCAS
19
First Command Advisory Services
Texas
$1.88B 5,244,941 +48,711 +0.9%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.76B 4,903,162 +1,761,518 +56%
NMIFOAC
21
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.57B 4,376,047 – –
Mariner
22
Mariner
Kansas
$1.13B 3,152,997 +79,504 +3%
Asset Management One
23
Asset Management One
Japan
$1.13B 3,145,827 -3,706 -0.1%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$1.13B 3,096,501 +305,327 +11%
AllianceBernstein
25
AllianceBernstein
Tennessee
$1.12B 3,124,323 +92,467 +3%
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