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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,889 hedge funds and large institutions have $128B invested in iShares Core S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 707 increasing their positions, 832 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,889
Holders Change
+65
Holders Change %
+3.56%
% of All Funds
38.83%
Holding in Top 10
622
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.14%
% of All Funds
12.79%
New
147
Increased
707
Reduced
832
Closed
68
Calls
$121M
Puts
$72M
Net Calls
+$48.8M
Net Calls Change
+$53.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.23B
2
PPFA
Provida Pension Fund Administrator
Chile
+$659M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$504M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$492M
5
Charles Schwab
Charles Schwab
California
+$486M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$1.46B
2
PPA
Parametric Portfolio Associates
Washington
-$921M
3
Osaic Holdings
Osaic Holdings
Arizona
-$848M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$812M
5
Korea Investment Corp
Korea Investment Corp
South Korea
-$636M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMT
276
Highland Capital Management (Tennessee)
Tennessee
$40.2M +$1.08M +3,474 +3%
BHWM
277
Bar Harbor Wealth Management
New Hampshire
$40.1M +$5.19M +16,748 +15%
CB
278
Community Bank
New York
$40.1M +$12.8M +41,310 +47%
PWLP
279
Prio Wealth Limited Partnership
Massachusetts
$39.4M -$7.37M -23,813 -16%
CS
280
Credit Suisse
Switzerland
$39.3M +$23.9M +77,081 +154%
KFP
281
KMG Fiduciary Partners
Ohio
$39.3M +$9.19M +29,665 +31%
SPP
282
Single Point Partners
Massachusetts
$39.2M +$1.14M +3,682 +3%
VFA
283
Valeo Financial Advisors
Indiana
$38.6M +$3.29M +10,615 +9%
ETS
284
ESL Trust Services
New York
$38.3M -$22.7M -73,435 -37%
AC
285
Allstate Corporation
Illinois
$37.6M -$443K -1,429 -1%
MA
286
Mutual Advisors
Nebraska
$37.5M -$2.38M -7,690 -6%
CIBC World Market
287
CIBC World Market
Ontario, Canada
$37.4M -$1.04M -3,366 -3%
DSA
288
Droms Strauss Advisors
Missouri
$37.3M +$14M +45,365 +60%
SIA
289
Sovereign Investment Advisors
Arizona
$37.1M +$1.16M +3,730 +3%
5L
290
55I LLC
Massachusetts
$37M +$12.6M +40,545 +51%
FWCM
291
Ferguson Wellman Capital Management
Oregon
$36.9M -$618K -1,996 -2%
PP
292
Palladium Partners
Virginia
$36.9M +$1.39M +4,497 +4%
VLKIM
293
Van Lanschot Kempen Investment Management
Netherlands
$36.9M -$55.3M -178,500 -60%
Citigroup
294
Citigroup
New York
$36.8M -$129M -415,617 -78%
WS
295
Wela Strategies
Georgia
$36.8M -$333K -1,074 -0.9%
EIA
296
Eldridge Investment Advisors
New Hampshire
$36.5M -$1.52M -4,906 -4%
WMA
297
White Mountains Advisors
Connecticut
$35.8M – – –
EHPM
298
Emery Howard Portfolio Management
California
$35.8M -$3.57M -11,527 -9%
BOCM
299
Bontempo Ohly Capital Management
Maryland
$35.4M +$301K +971 +0.9%
PFG
300
PAX Financial Group
Texas
$35.4M -$5.59M -18,051 -14%
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