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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 %
NL
451
NWAM LLC
Washington
$19.3M +$6.56M +21,189 +52%
K
452
Kemper
Illinois
$19.2M – – –
TA
453
Tiedemann Advisors
New York
$19.2M -$8.11M -26,191 -30%
CA
454
Crewe Advisors
Utah
$19.1M +$454K +1,466 +2%
MM
455
Meridian Management
Arkansas
$18.9M -$382K -1,232 -2%
HI
456
Hudock Inc
Pennsylvania
$18.8M +$203K +654 +1%
CIA
457
Capital Investment Advisors
Georgia
$18.7M +$48.3K +156 +0.3%
SMG
458
Spectrum Management Group
Indiana
$18.7M -$11.7M -37,814 -38%
FBB
459
Fulton Breakefield Broenniman
Maryland
$18.7M -$6.5K -21 -0%
PAG
460
Pinnacle Advisory Group
Maryland
$18.5M -$1.13M -3,649 -6%
MIAN
461
Mariner Independent Advisor Network
Kansas
$18.4M -$11.8M -37,945 -39%
OAP
462
One Advisory Partners
Kansas
$18.3M +$18.3M +59,090 New
IFA
463
Interactive Financial Advisors
Illinois
$18.2M -$459K -1,481 -2%
CC
464
Cadinha & Co
Hawaii
$18.1M +$2.55M +8,247 +16%
GLA
465
Great Lakes Advisors
Illinois
$18.1M +$862K +2,785 +5%
GCA
466
Gradient Capital Advisors
California
$18M -$1.23M -3,958 -6%
SMC
467
Smith, Moore & Co
Missouri
$18M +$255K +824 +1%
VOYA Investment Management
468
VOYA Investment Management
Georgia
$17.9M -$33.9M -109,470 -65%
WAAG
469
Wealth Alliance Advisory Group
Kansas
$17.8M +$4.88M +15,758 +38%
MSWMA
470
Market Street Wealth Management Advisors
Indiana
$17.7M +$735K +2,375 +4%
EAM
471
Erste Asset Management
Austria
$17.5M -$526K -1,700 -3%
BFA
472
Beaumont Financial Advisors
Massachusetts
$17.4M -$1.02M -3,279 -6%
LWA
473
Lineweaver Wealth Advisors
Ohio
$17.4M -$2.19M -7,061 -11%
MWA
474
Meridian Wealth Advisors
Texas
$17.3M +$3.02M +9,743 +21%
CTA
475
Colonial Trust Advisors
South Carolina
$17.3M +$403K +1,302 +2%
17 18
19
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