IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,250 hedge funds and large institutions have $203B invested in iShares Core S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 995 increasing their positions, 804 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,250
Holders Change
+9
Holders Change %
+0.4%
% of All Funds
39.52%
Holding in Top 10
726
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.69%
% of All Funds
12.75%
New
104
Increased
995
Reduced
804
Closed
56
Calls
$196M
Puts
$496M
Net Calls
-$300M
Net Calls Change
-$192M

Top Buyers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.87B
2
BlackRock
BlackRock
New York
$27.7B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.24B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.59B
5
Franklin Resources
Franklin Resources
California
$1.29B

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$16.5M
2
Bank of America
Bank of America
North Carolina
$12.8B
3
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
$246M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$1.32B
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$268M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
226
Baystate Wealth Management
Massachusetts
$72M -$272K -631 -0.4%
Kayne Anderson Rudnick Investment Management
227
Kayne Anderson Rudnick Investment Management
California
$71.7M -$184K -427 -0.3%
FIB
228
First Interstate Bank
Montana
$71.6M -$1.3M -3,024 -2%
RWP
229
RWA Wealth Partners
Massachusetts
$71.1M -$33.2M -76,980 -32%
BS
230
Bessemer Securities
New York
$71M – – –
BWP
231
BSW Wealth Partners
Colorado
$70.4M +$87K +202 +0.1%
IWC
232
Integrated Wealth Concepts
Massachusetts
$69.9M -$276K -641 -0.4%
CIBC Private Wealth Group
233
CIBC Private Wealth Group
Georgia
$69.5M -$133M -309,051 -66%
TIM
234
Tortoise Investment Management
New York
$69.2M -$1.05M -2,439 -1%
MIH
235
Meitav Investment House
Israel
$69.1M -$30.5M -70,908 -31%
CI
236
Conning Inc
Connecticut
$69M -$17.1M -39,776 -20%
BFPW
237
BOK Financial Private Wealth
Colorado
$69M -$2.54M -5,896 -4%
BMCM
238
Bryn Mawr Capital Management
Pennsylvania
$68.7M +$1.66M +3,861 +2%
CIM
239
CIM Investment Management
Pennsylvania
$68.7M -$2.15M -4,984 -3%
WCF
240
West Coast Financial
California
$68.4M +$1.07M +2,481 +2%
SFS
241
Summit Financial Strategies
Ohio
$67.9M +$1.27M +2,939 +2%
BRWA
242
B. Riley Wealth Advisors
Florida
$67.2M +$9.45M +21,924 +16%
DWM
243
Destination Wealth Management
California
$66.8M -$786K -1,824 -1%
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$66.7M +$5.11M +11,871 +8%
SCA
245
St. Clair Advisors
Ohio
$66.5M -$1.11M -2,569 -2%
NVCHI
246
New Vernon Capital Holdings II
New Jersey
$66.3M +$12.1M +28,088 +22%
MA
247
Montag & Associates
Georgia
$66.2M -$12.6M -29,180 -16%
CAM
248
Chandler Asset Management
California
$66.1M -$340K -790 -0.5%
FHA
249
First Horizon Advisors
Tennessee
$65.7M +$25.1M +58,375 +62%
WCM
250
Windham Capital Management
Massachusetts
$65.4M +$32.3M +75,088 +98%
8 9
10
11 12