IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,603 hedge funds and large institutions have $114B invested in iShares Core S&P 500 ETF in 2019 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 715 increasing their positions, 601 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,603
Holders Change
+4
Holders Change %
+0.25%
% of All Funds
34.75%
Holding in Top 10
510
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.39%
% of All Funds
11.06%
New
115
Increased
715
Reduced
601
Closed
83
Calls
$67.2M
Puts
$12.4M
Net Calls
+$54.7M
Net Calls Change
+$44.9M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$1.39B
2
BlackRock
BlackRock
New York
+$368M
3
Ameriprise
Ameriprise
Minnesota
+$335M
4
PPFA
Provida Pension Fund Administrator
Chile
+$314M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$292M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$723M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$545M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$406M
4
MCM
Moore Capital Management
New York
-$365M
5
PPA
Parametric Portfolio Associates
Washington
-$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
276
FineMark National Bank & Trust
Florida
$33.2M +$1.98M +6,947 +6%
EHPM
277
Emery Howard Portfolio Management
California
$33.1M +$721K +2,534 +2%
LPWM
278
Lake Point Wealth Management
Texas
$32.8M +$7.15M +24,264 +28%
HTC
279
Haverford Trust Company
Pennsylvania
$32.6M -$15.1M -52,960 -32%
SFS
280
Summit Financial Strategies
Ohio
$32.3M +$492K +1,729 +2%
BHWM
281
Bar Harbor Wealth Management
New Hampshire
$31.8M +$27.9K +98 +0.1%
APA
282
American Portfolios Advisors
New York
$31.6M +$1.17M +4,103 +4%
PP
283
Pegasus Partners
Wisconsin
$31.4M -$15.8M -55,579 -33%
JWM
284
Jackson Wealth Management
Florida
$31.4M +$564K +1,982 +2%
EWA
285
ERTS Wealth Advisors
Michigan
$31.3M +$3.58M +12,589 +13%
IF
286
Ironwood Financial
Arizona
$31.3M -$10.8K -38 -0%
HA
287
Harfst & Associates
Wyoming
$31.3M -$1.57M -5,510 -5%
EPA
288
Element Pointe Advisors
Florida
$30.9M -$6.87M -24,159 -18%
MIS
289
Morningstar Investment Services
Illinois
$30.8M +$1.29M +4,536 +4%
OC
290
Oppenheimer & Co
New York
$30.7M -$97.3K -342 -0.3%
RhumbLine Advisers
291
RhumbLine Advisers
Massachusetts
$30.5M +$765K +2,689 +3%
KFS
292
Kelly Financial Services
Massachusetts
$30.4M +$30.4M +106,875 New
RTS
293
Round Table Services
New Jersey
$29.9M +$286K +1,005 +1%
PWLP
294
Prio Wealth Limited Partnership
Massachusetts
$29.8M +$1.53M +5,361 +5%
AWA
295
Artemis Wealth Advisors
New York
$29.8M -$4.44M -15,600 -13%
FCFC
296
First Commonwealth Financial Corp
Pennsylvania
$29.7M +$7.19M +25,271 +32%
TAM
297
Tyers Asset Management
Texas
$29.3M +$1.97M +6,908 +7%
MIAN
298
Mariner Independent Advisor Network
Kansas
$29.2M +$6.93M +24,247 +31%
I
299
IberiaBank
Louisiana
$29M -$1.02M -3,589 -3%
AAMA
300
Advanced Asset Management Advisors
Ohio
$28.9M +$94.2K +331 +0.3%
10 11
12
13 14