IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,601 hedge funds and large institutions have $243B invested in iShares Core S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 1,106 increasing their positions, 757 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,601
Holders Change
+351
Holders Change %
+15.6%
% of All Funds
40.17%
Holding in Top 10
858
Holding in Top 10 Change
+132
Holding in Top 10 Change %
+18.18%
% of All Funds
13.25%
New
450
Increased
1,106
Reduced
757
Closed
57
Calls
$150M
Puts
$803M
Net Calls
-$653M
Net Calls Change
-$354M

Top Buyers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
+$3.19B
2
BlackRock
BlackRock
New York
+$2.89B
3
Millennium Management
Millennium Management
New York
+$1.43B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.34B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.15B

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.57B
2
Franklin Resources
Franklin Resources
California
-$757M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$410M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$354M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
326
Cambridge Trust
Massachusetts
$56.7M – – –
BWM
327
BT Wealth Management
Georgia
$56.5M +$3.35M +7,026 +6%
FCH
328
Freestone Capital Holdings
Washington
$56.3M +$19.2M +40,296 +52%
SAS
329
Sanford Advisory Services
Michigan
$56.3M +$4.44M +9,301 +9%
CWA
330
Core Wealth Advisors
Florida
$56.2M +$633K +1,327 +1%
HWA
331
Heritage Way Advisors
Illinois
$55.9M +$2.42M +5,072 +5%
PP
332
Palladium Partners
Virginia
$55.6M -$821K -1,721 -1%
CIBC World Market
333
CIBC World Market
Ontario, Canada
$55.5M +$5.76M +12,077 +12%
SIA
334
Sovereign Investment Advisors
Arizona
$55.5M +$399K +837 +0.7%
NEPPG
335
New England Professional Planning Group
Rhode Island
$55.3M +$814K +1,768 +1%
BG
336
Benedetti & Gucer
Georgia
$55.2M +$1.15M +2,421 +2%
WAG
337
Winthrop Advisory Group
Massachusetts
$55.2M -$575K -1,206 -1%
MIH
338
Meitav Investment House
Israel
$55.1M -$21.4M -44,759 -28%
LF
339
Lee Financial
Texas
$55.1M +$1.18M +2,476 +2%
BSW
340
Buckingham Strategic Wealth
Missouri
$55M +$3.02M +6,327 +6%
CB
341
Community Bank
New York
$54.8M -$376K -789 -0.7%
GIM
342
Goelzer Investment Management
Indiana
$54.4M +$6.1M +12,792 +13%
HFA
343
High Falls Advisors
New York
$54.3M +$5.97M +12,506 +12%
DSA
344
Droms Strauss Advisors
Missouri
$54.3M -$2.97M -6,230 -5%
RIA
345
Regal Investment Advisors
Michigan
$54.3M +$3.41M +7,146 +7%
ETS
346
ESL Trust Services
New York
$54M -$129K -270 -0.2%
AIP
347
Ameritas Investment Partners
Nebraska
$53.9M +$2.62M +5,497 +5%
PIM
348
Parker Investment Management
California
$53.3M +$199K +417 +0.4%
EIA
349
Eldridge Investment Advisors
New Hampshire
$53.3M +$1.17M +2,461 +2%
NCM
350
Narwhal Capital Management
Georgia
$53.2M +$2.66M +5,579 +5%
12 13
14
15 16