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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 %
BIAS
426
Beacon Investment Advisory Services
New Jersey
$20.7M -$2.06M -6,640 -9%
B
427
Bailard
California
$20.4M -$9.6K -31 -0%
ST
428
Smithfield Trust
Pennsylvania
$20.4M +$1.3M +4,211 +7%
VIM
429
VCU Investment Management
Virginia
$20.4M -$25.6M -82,578 -56%
RCM
430
Rain Capital Management
Oregon
$20.4M -$3.24M -10,467 -14%
CFA
431
Carroll Financial Associates
North Carolina
$20.3M +$1.27M +4,093 +7%
NPF
432
Norris Perne & French
Michigan
$20.3M -$793K -2,561 -4%
ECG
433
Edge Capital Group
Georgia
$20.3M +$3.27M +10,565 +19%
ANB
434
Amarillo National Bank
Texas
$20.3M -$1.72M -5,556 -8%
CGI
435
Cougar Global Investments
Ontario, Canada
$20.3M -$539K -1,739 -3%
I
436
IberiaBank
Louisiana
$20.1M -$394K -1,271 -2%
WTB
437
Washington Trust Bank
Washington
$20M -$89.2K -288 -0.4%
BRWA
438
B. Riley Wealth Advisors
Florida
$19.9M -$10.2M -32,866 -34%
PHAM
439
Palisades Hudson Asset Management
Florida
$19.8M -$334K -1,080 -2%
CP
440
CornerStone Partners
Virginia
$19.8M +$13.1M +42,330 +197%
HMC
441
Harvard Management Company
Massachusetts
$19.7M -$3.02M -9,743 -13%
W
442
WealthStone
Ohio
$19.7M +$217K +700 +1%
Fidelity International
443
Fidelity International
Bermuda
$19.7M -$1.55M -5,001 -7%
BRC
444
BHF RG Capital
Arizona
$19.5M -$391K -1,261 -2%
SHJ
445
Sharkey, Howes & Javer
Colorado
$19.5M -$7.53M -24,324 -28%
MA
446
MCF Advisors
Kentucky
$19.5M +$1.37M +4,416 +8%
WHG
447
Westwood Holdings Group
Texas
$19.4M +$1.59M +5,148 +9%
DCM
448
Dimension Capital Management
Florida
$19.3M -$1.86M -6,000 -9%
BA
449
Bristlecone Advisors
Washington
$19.3M -$210K -678 -1%
GPA
450
Guidance Point Advisors
Massachusetts
$19.3M +$95.7K +309 +0.5%
16 17
18
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