IVV icon

iShares Core S&P 500 ETF

1,626 hedge funds and large institutions have $116B invested in iShares Core S&P 500 ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 734 increasing their positions, 589 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,626
Holders Change
+23
Holders Change %
+1.43%
% of All Funds
35.37%
Holding in Top 10
526
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+3.14%
% of All Funds
11.44%
New
89
Increased
734
Reduced
589
Closed
47
Calls
$99.2M
Puts
$55.1M
Net Calls
+$44.1M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
451
Carroll Financial Associates
North Carolina
$14.3M +$1.27M +4,315 +10%
FTI
452
Fiduciary Trust International
Massachusetts
$14.2M +$14.2M +48,154 New
SSW
453
Smith Shellnut Wilson
Mississippi
$14.2M +$4.93M +16,711 +53%
AA
454
Ancora Advisors
Ohio
$14.1M -$74K -251 -0.5%
SC
455
Scotia Capital
Ontario, Canada
$14.1M +$2.67M +9,069 +23%
SCM
456
Smith Capital Management
Arkansas
$14.1M +$704K +2,388 +5%
OWM
457
Orgel Wealth Management
Wisconsin
$14M +$625K +2,120 +5%
CCWA
458
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.8M +$5.04M +17,088 +57%
SXL
459
Summit X LLC
Missouri
$13.7M +$259K +880 +2%
DG
460
Delek Group
Israel
$13.7M
CWG
461
Cornerstone Wealth Group
North Carolina
$13.6M +$544K +1,846 +4%
WSFS
462
Wilmington Savings Fund Society
Delaware
$13.6M -$52.5K -178 -0.4%
NAM
463
North American Management
Massachusetts
$13.6M -$282K -957 -2%
PIMJS
464
PKO Investment Management Joint-Stock
Poland
$13.6M -$682K -2,314 -5%
BFM
465
Broadview Financial Management
Wisconsin
$13.5M -$246K -833 -2%
MA
466
MCF Advisors
Kentucky
$13.5M +$571K +1,936 +4%
GG
467
GenWealth Group
New Jersey
$13.5M +$391K +1,310 +3%
HT
468
Hefren-Tillotson
Pennsylvania
$13.4M +$3.28M +11,122 +32%
MWM
469
Modera Wealth Management
New Jersey
$13.4M -$181K -614 -1%
SWMG
470
Sanchez Wealth Management Group
Florida
$13.4M +$467K +1,583 +4%
RWMH
471
Riverpoint Wealth Management Holdings
Illinois
$13.3M +$26.8K +91 +0.2%
AFG
472
Arkansas Financial Group
Arkansas
$13.3M -$43.9K -149 -0.3%
WWM
473
Willingdon Wealth Management
North Carolina
$13.3M -$193K -654 -1%
MIA
474
MainStreet Investment Advisors
Illinois
$13.3M -$1.99M -6,744 -13%
SSWM
475
Sheets Smith Wealth Management
North Carolina
$13.3M +$116K +393 +0.9%