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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,164 hedge funds and large institutions have $166B invested in iShares Core S&P 500 ETF in 2020 Q4 according to their latest regulatory filings, with 323 funds opening new positions, 847 increasing their positions, 734 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,164
Holders Change
+232
Holders Change %
+12.01%
% of All Funds
38.4%
Holding in Top 10
703
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+12.66%
% of All Funds
12.47%
New
323
Increased
847
Reduced
734
Closed
55
Calls
$96M
Puts
$30.8M
Net Calls
+$65.2M
Net Calls Change
+$1.29M

Top Buyers

1
Squarepoint
Squarepoint
New York
+$1.54B
2
BlackRock
BlackRock
New York
+$1.26B
3
Citadel Advisors
Citadel Advisors
Florida
+$1.23B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.02B
5
Morgan Stanley
Morgan Stanley
New York
+$492M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$10.4B
2
EMPI
Elo Mutual Pension Insurance
Finland
-$671M
3
BOI
Bank of Italy
Italy
-$558M
4
PPFA
Provida Pension Fund Administrator
Chile
-$502M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$386M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEAM
401
New England Asset Management
Connecticut
$29.2M +$300K +800 +1%
SPIA
402
Strategic Point Investment Advisors
Rhode Island
$29.1M -$273K -723 -0.9%
VWA
403
Visionary Wealth Advisors
Illinois
$29M -$4.06M -10,810 -12%
BSSFA
404
Baron Silver Stevens Financial Advisors
Florida
$28.8M +$28.8M +76,776 New
PWM
405
PRW Wealth Management
Massachusetts
$28.8M +$1.28M +3,422 +5%
TGAM
406
TBH Global Asset Management
Tennessee
$28.7M +$2.01M +5,357 +8%
BFS
407
Bard Financial Services
Connecticut
$28.7M +$28.7M +76,380 New
SHIM
408
Stone House Investment Management
Pennsylvania
$28.6M -$9.38M -24,992 -25%
FHA
409
First Horizon Advisors
Tennessee
$28.3M +$1.93M +5,143 +7%
DE
410
Day & Ennis
Georgia
$28.2M -$51.8K -138 -0.2%
MAFM
411
Mid Atlantic Financial Management
Pennsylvania
$28M -$1.7M -4,519 -6%
IWMA
412
Ironwood Wealth Management (Arizona)
Arizona
$28M +$2.79M +7,441 +11%
BA
413
Bristlecone Advisors
Washington
$27.7M +$2.63M +7,002 +10%
FHC
414
Fort Henry Capital
West Virginia
$27.7M +$27.7M +73,681 New
RCM
415
Rain Capital Management
Oregon
$27.6M +$2.38M +6,336 +9%
TFS
416
TrustCore Financial Services
Tennessee
$27.6M -$2.68M -7,129 -9%
VFP
417
Verus Financial Partners
Virginia
$27.5M +$22.3M +59,509 +435%
VCM
418
Verger Capital Management
North Carolina
$27.4M +$119K +317 +0.4%
OAP
419
One Advisory Partners
Kansas
$27.4M +$2.69M +7,178 +11%
CA
420
Cornerstone Advisory
Maryland
$27.3M +$690K +1,838 +3%
ASN
421
Advisory Services Network
Georgia
$27.3M -$4.43M -11,795 -14%
CA
422
Crewe Advisors
Utah
$27.2M +$3.04M +8,105 +13%
CIBC Asset Management
423
CIBC Asset Management
Ontario, Canada
$27M – – –
IWP
424
IAG Wealth Partners
Wisconsin
$26.9M -$1.14M -3,046 -4%
MSA
425
Marino Stram & Associates
Massachusetts
$26.7M +$5.76M +15,357 +28%
15 16
17
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