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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 %
Bank Julius Baer & Co
326
Bank Julius Baer & Co
Switzerland
$31.5M +$29.6M +95,511 +1,586%
Sumitomo Mitsui Trust Group
327
Sumitomo Mitsui Trust Group
Japan
$31.4M +$11.4M +36,717 +57%
HWM
328
HighMark Wealth Management
Minnesota
$31.3M +$429K +1,385 +1%
LF
329
Lee Financial
Texas
$31.2M +$1.27M +4,095 +4%
SAM
330
Securian Asset Management
Minnesota
$31.1M – – –
IWP
331
Icon Wealth Partners
Texas
$31.1M -$6.56M -21,171 -17%
JF
332
JSF Financial
California
$31M -$1.39M -4,502 -4%
MAFM
333
Mid Atlantic Financial Management
Pennsylvania
$31M -$2.84M -9,171 -8%
PPW
334
Parcion Private Wealth
Washington
$30.9M +$6.35M +19,963 +26%
MWM
335
MBE Wealth Management
Wisconsin
$30.9M -$479K -1,548 -2%
WIP
336
Wellesley Investment Partners
Massachusetts
$30.8M -$911K -2,942 -3%
BAAM
337
Baker Avenue Asset Management
California
$30.7M -$40.1M -129,439 -57%
BWM
338
Baystate Wealth Management
Massachusetts
$30.7M -$1.22M -3,939 -4%
WDL
339
Well Done LLC
Michigan
$30.1M +$1.27M +4,091 +4%
AFA
340
Atlanta Financial Associates
Georgia
$29.6M +$1.9M +6,126 +7%
PA
341
Pinnacle Associates
New York
$29.3M +$1.82M +5,870 +7%
DA
342
Doliver Advisors
Texas
$29.1M -$1.68M -5,440 -5%
VCM
343
Verger Capital Management
North Carolina
$29.1M -$5.68M -18,330 -16%
VCM
344
Vision Capital Management
Oregon
$28.8M -$878K -2,836 -3%
AIP
345
Ameritas Investment Partners
Nebraska
$28.6M -$1.2M -3,880 -4%
OFG
346
Oxford Financial Group
Indiana
$28.6M -$21.4K -69 -0.1%
BBA
347
BLB&B Advisors
Pennsylvania
$28.4M -$490K -1,581 -2%
CA
348
Cumberland Advisors
Florida
$28.2M -$271K -875 -1%
AIIMS
349
Analyst IMS Investment Management Services
Israel
$28.2M +$3.11M +10,035 +12%
CFGS
350
Concourse Financial Group Securities
Alabama
$28.2M -$4.32M -13,954 -13%
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