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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 %
EWM
401
Evercore Wealth Management
New York
$22.6M -$728K -2,351 -3%
CA
402
Cornerstone Advisory
Maryland
$22.6M +$2.67M +8,610 +13%
RCA
403
Resonant Capital Advisors
Wisconsin
$22.5M +$9.97M +32,185 +80%
IWC
404
Integrated Wealth Concepts
Massachusetts
$22.4M +$6.93M +22,379 +45%
NEAM
405
New England Asset Management
Connecticut
$22.3M – – –
SCA
406
Snowden Capital Advisors
New York
$22.3M -$3.78M -12,200 -14%
CIBC Asset Management
407
CIBC Asset Management
Ontario, Canada
$22.3M – – –
BAM
408
Beaumont Asset Management
Texas
$22.2M -$908K -2,931 -4%
22CM
409
20/20 Capital Management
California
$22M +$20M +59,387 +985%
Arrowstreet Capital
410
Arrowstreet Capital
Massachusetts
$21.8M +$20.6M +66,600 +1,708%
EPM
411
Elm Partners Management
Pennsylvania
$21.8M -$959K -3,096 -4%
KFS
412
Kelly Financial Services
Massachusetts
$21.7M +$402K +1,299 +2%
SIAM
413
Sterling Investment Advisors (Missouri)
Missouri
$21.5M +$5.81M +18,763 +37%
MHS
414
M Holdings Securities
Oregon
$21.5M +$4.76M +15,371 +28%
CCT
415
Country Club Trust
Missouri
$21.4M +$564K +1,844 +3%
AAMA
416
Advanced Asset Management Advisors
Ohio
$21.4M -$9.91M -32,000 -32%
FPGK
417
Financial Partners Group (Kansas)
Kansas
$21.4M -$277K -896 -1%
CFC
418
Coyle Financial Counsel
Illinois
$21.3M +$12.3M +39,810 +137%
FHA
419
First Horizon Advisors
Tennessee
$21.3M +$899K +2,902 +4%
MAS
420
Managed Account Services
Florida
$21M +$708K +2,197 +3%
TGAM
421
TBH Global Asset Management
Tennessee
$20.9M -$4.74M -15,321 -18%
KTA
422
Keeley-Teton Advisors
Illinois
$20.8M +$65.7K +212 +0.3%
BIM
423
Bridges Investment Management
Nebraska
$20.8M -$1.9M -6,132 -8%
PW
424
Price Wealth
Texas
$20.8M -$405K -1,309 -2%
IWMA
425
Ironwood Wealth Management (Arizona)
Arizona
$20.8M +$795K +2,566 +4%
15 16
17
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