IVV icon

iShares Core S&P 500 ETF

1,907 hedge funds and large institutions have $135B invested in iShares Core S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 324 funds opening new positions, 775 increasing their positions, 596 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,907
Holders Change
+250
Holders Change %
+15.09%
% of All Funds
37.66%
Holding in Top 10
630
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+16.67%
% of All Funds
12.44%
New
324
Increased
775
Reduced
596
Closed
45
Calls
$91.8M
Puts
$30.5M
Net Calls
+$61.3M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
251
Conning Inc
Connecticut
$47.2M +$18.4M +56,964 +64%
BBHC
252
Brown Brothers Harriman & Co
New York
$47.1M +$15.1M +46,745 +47%
BCM
253
Brookstone Capital Management
Illinois
$45.9M -$5.57M -17,230 -11%
AI
254
Atria Investments
North Carolina
$45.8M -$927K -2,868 -2%
PP
255
Pegasus Partners
Wisconsin
$45.8M +$1.19M +3,696 +3%
CIBC World Market
256
CIBC World Market
Ontario, Canada
$45.7M +$4.34M +13,425 +10%
AI
257
Accredited Investors
Minnesota
$45.5M -$488K -1,510 -1%
VCM
258
Verger Capital Management
North Carolina
$45.3M -$2.2M -6,816 -5%
CC
259
Cadinha & Co
Hawaii
$45M +$23.9M +73,818 +113%
CS
260
Comerica Securities
Michigan
$44.9M +$2.33M +7,213 +5%
SW
261
SteelPeak Wealth
California
$44.7M +$44.7M +138,179 New
FAAS
262
First Allied Advisory Services
California
$44.2M -$5.8M -17,931 -12%
CAM
263
Cresset Asset Management
Illinois
$44M +$7.35M +22,744 +20%
BC
264
Brinker Capital
Pennsylvania
$43.5M +$10.3M +31,826 +31%
CAM
265
Chandler Asset Management
California
$43.5M +$2.17M +6,705 +5%
Chevy Chase Trust
266
Chevy Chase Trust
Maryland
$43.3M -$1.39M -4,298 -3%
ONB
267
Old National Bancorp
Indiana
$42.9M -$705K -2,181 -2%
CFIA
268
Cantor Fitzgerald Investment Advisors
New York
$42.9M +$1.58M +4,888 +4%
FWCM
269
Ferguson Wellman Capital Management
Oregon
$42.8M -$377K -1,167 -0.9%
FNBT
270
FineMark National Bank & Trust
Florida
$42.8M +$1.36M +4,209 +3%
HS
271
Horan Securities
United States
$42.4M +$835K +2,582 +2%
UBS AM
272
UBS AM
Illinois
$42.3M -$4.63M -14,324 -10%
MA
273
Mutual Advisors
Nebraska
$42.1M +$3.12M +9,663 +8%
FAIM
274
Financial Advocates Investment Management
Washington
$41.9M +$878K +2,716 +2%
APSP
275
Asset Planning Services (Pennsylvania)
Pennsylvania
$41.6M -$1.37M -4,087 -3%