IVV icon

iShares Core S&P 500 ETF

1,824 hedge funds and large institutions have $107B invested in iShares Core S&P 500 ETF in 2020 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 812 increasing their positions, 741 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,824
Holders Change
-83
Holders Change %
-4.35%
% of All Funds
40.29%
Holding in Top 10
615
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-2.38%
% of All Funds
13.59%
New
88
Increased
812
Reduced
741
Closed
140
Calls
$89.1M
Puts
$94.1M
Net Calls
-$5.01M
Net Calls Change
-$66.3M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
251
Grimes & Company
Massachusetts
$38.1M -$3.82M -14,768 -9%
RhumbLine Advisers
252
RhumbLine Advisers
Massachusetts
$37.7M +$14.2M +54,929 +60%
PFG
253
PAX Financial Group
Texas
$37.5M +$5.8M +20,445 +18%
WA
254
Wealth Architects
California
$37.4M -$1.56M -6,046 -4%
MLIC
255
Mandatum Life Insurance Company
Finland
$36.9M -$7.31M -28,301 -17%
NCM
256
Narwhal Capital Management
Georgia
$36.8M -$2.71M -10,492 -7%
NVCHI
257
New Vernon Capital Holdings II
New Jersey
$36.8M -$3.25M -12,583 -8%
BPA
258
Beacon Pointe Advisors
California
$36.3M +$26.9M +103,943 +283%
HS
259
Horan Securities
United States
$36.2M +$2.31M +8,932 +7%
ONB
260
Old National Bancorp
Indiana
$35.6M +$1.37M +5,304 +4%
PIM
261
Parker Investment Management
California
$35.6M -$11.1M -42,909 -24%
APSP
262
Asset Planning Services (Pennsylvania)
Pennsylvania
$35.3M +$3.35M +12,968 +10%
CI
263
Conning Inc
Connecticut
$35M -$2.72M -10,530 -7%
CAM
264
Chandler Asset Management
California
$34.8M +$47.8K +185 +0.1%
FIB
265
First Interstate Bank
Montana
$34.8M +$32.7M +126,663 +1,583%
RWP
266
RWA Wealth Partners
Massachusetts
$34.7M -$44.4M -171,855 -56%
EIG
267
Ellenbecker Investment Group
Wisconsin
$34.5M +$2.19M +8,474 +7%
SFS
268
Summit Financial Strategies
Ohio
$34.1M +$5.86M +22,680 +21%
NEPPG
269
New England Professional Planning Group
Rhode Island
$34.1M +$2.99M +10,503 +10%
PI
270
PFS Investments
Georgia
$33.9M +$12.3M +47,662 +57%
HSBC Holdings
271
HSBC Holdings
United Kingdom
$33.4M -$36.4M -140,844 -52%
AWA
272
Artemis Wealth Advisors
New York
$33.4M -$18M -69,479 -35%
MA
273
Mutual Advisors
Nebraska
$33.3M -$366K -1,415 -1%
CS
274
Comerica Securities
Michigan
$33M -$2.84M -11,000 -8%
SW
275
SteelPeak Wealth
California
$33M -$2.72M -10,531 -8%