IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,601 hedge funds and large institutions have $243B invested in iShares Core S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 1,106 increasing their positions, 757 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,601
Holders Change
+351
Holders Change %
+15.6%
% of All Funds
40.17%
Holding in Top 10
858
Holding in Top 10 Change
+132
Holding in Top 10 Change %
+18.18%
% of All Funds
13.25%
New
450
Increased
1,106
Reduced
757
Closed
57
Calls
$150M
Puts
$803M
Net Calls
-$653M
Net Calls Change
-$354M

Top Buyers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
+$3.19B
2
BlackRock
BlackRock
New York
+$2.89B
3
Millennium Management
Millennium Management
New York
+$1.43B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.34B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.15B

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.57B
2
Franklin Resources
Franklin Resources
California
-$757M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$410M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$354M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
2601
Financial Gravity Asset Management
Texas
$2.66K +$2.65K +2,378 +33,971%
CP
2602
Castleview Partners
Texas
$620 +$620 +295,733 New
RTC
2603
Riverview Trust Company
Washington
$72 – – –
WIM
2604
Westside Investment Management
California
$13 – +1 +4%
SFCL
2605
Strengthening Families & Communities LLC
Massachusetts
$1 +$1 +34 New
SMFG
2606
Sumitomo Mitsui Financial Group
Japan
– -$275M -637,400 Closed
Schroder Investment Management Group
2607
Schroder Investment Management Group
United Kingdom
– -$262M -608,704 Closed
BOS
2608
Bingham Osborn & Scarborough
California
– -$219M -508,484 Closed
HF
2609
HRT Financial
New York
– -$119M -275,782 Closed
FTUS
2610
Flow Traders U.S.
New York
– -$51.8M -120,249 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
2611
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$48.3M -112,100 Closed
MA
2612
MCF Advisors
Kentucky
– -$38.3M -88,808 Closed
VOYA Investment Management
2613
VOYA Investment Management
Georgia
– -$34.6M -80,347 Closed
AIG
2614
American International Group
New York
– -$33.7M -78,300 Closed
HMC
2615
Harvard Management Company
Massachusetts
– -$28.2M -65,342 Closed
BRC
2616
BHF RG Capital
Arizona
– -$25.2M -58,542 Closed
DC
2617
DeDora Capital
California
– -$18.1M -42,011 Closed
BHB
2618
Bank Hapoalim BM
Israel
– -$15.9M -37,000 Closed
GRP
2619
Global Retirement Partners
California
– -$14.5M -33,637 Closed
PPW
2620
Parcion Private Wealth
Washington
– -$8.67M -19,367 Closed
PF
2621
Phoenix Financial
Israel
– -$7.88M -18,290 Closed
CIC
2622
Cornercap Investment Counsel
Georgia
– -$6.43M -14,914 Closed
LSPW
2623
Lake Street Private Wealth
Illinois
– -$4.5M -10,433 Closed
SBH
2624
Segall Bryant & Hamill
Illinois
– -$3.45M -8,004 Closed
DS
2625
DRW Securities
Illinois
– -$2.86M -6,633 Closed
103 104
105
106 107