IVV icon

iShares Core S&P 500 ETF

2,164 hedge funds and large institutions have $166B invested in iShares Core S&P 500 ETF in 2020 Q4 according to their latest regulatory filings, with 323 funds opening new positions, 847 increasing their positions, 734 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,164
Holders Change
+232
Holders Change %
+12.01%
% of All Funds
38.4%
Holding in Top 10
703
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+12.66%
% of All Funds
12.47%
New
323
Increased
847
Reduced
734
Closed
55
Calls
$96M
Puts
$30.8M
Net Calls
+$65.2M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
226
Phillips Financial Management
Indiana
$68.3M -$442K -1,178 -0.6%
TCM
227
Twele Capital Management
Minnesota
$68M -$5.3M -14,111 -7%
Cetera Investment Advisers
228
Cetera Investment Advisers
Illinois
$67.5M +$53.9M +143,700 +397%
BFPW
229
BOK Financial Private Wealth
Colorado
$66.4M -$11.8M -31,517 -15%
FMWA
230
Forvis Mazars Wealth Advisors
Missouri
$66.2M -$4.55M -12,111 -6%
PI
231
PFS Investments
Georgia
$66.1M +$13.6M +35,666 +26%
BBHC
232
Brown Brothers Harriman & Co
New York
$64.8M +$3.66M +9,758 +6%
BWP
233
BSW Wealth Partners
Colorado
$64.5M -$101K -268 -0.2%
BMCM
234
Bryn Mawr Capital Management
Pennsylvania
$64.1M -$1.96M -5,233 -3%
BBVA
235
Banco Bilbao Vizcaya Argentaria
Spain
$63.8M +$59.3M +158,063 +1,336%
TIM
236
Tortoise Investment Management
New York
$63.6M -$3.51M -9,356 -5%
ANTB
237
AMG National Trust Bank
Colorado
$62.9M -$90.5K -241 -0.1%
DWM
238
Destination Wealth Management
California
$61.8M +$987K +2,629 +2%
MIH
239
Meitav Investment House
Israel
$61.7M +$33.6M +89,410 +119%
BCM
240
Brookstone Capital Management
Illinois
$61.5M +$3.29M +8,757 +6%
AA
241
ALPS Advisors
Colorado
$61.2M -$443K -1,180 -0.7%
CAM
242
Chandler Asset Management
California
$59.9M +$218K +580 +0.4%
MW
243
Marcum Wealth
Ohio
$59.3M -$2.29M -6,108 -4%
Kayne Anderson Rudnick Investment Management
244
Kayne Anderson Rudnick Investment Management
California
$59.2M +$2.26M +6,014 +4%
APCM
245
Alaska Permanent Capital Management
Alaska
$58.1M -$2.64M -7,026 -4%
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$56.8M +$7.54M +20,073 +15%
MA
247
Montag & Associates
Georgia
$56.6M -$451K -1,202 -0.8%
CI
248
Conning Inc
Connecticut
$55.9M -$244K -651 -0.4%
OPS
249
Orion Portfolio Solutions
Nebraska
$55.9M -$89.7M -239,032 -62%
RIS
250
Retirement Income Solutions
Michigan
$55.3M +$16M +42,627 +41%