IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,932 hedge funds and large institutions have $145B invested in iShares Core S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 706 increasing their positions, 847 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,932
Holders Change
+43
Holders Change %
+2.28%
% of All Funds
39.09%
Holding in Top 10
624
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.32%
% of All Funds
12.62%
New
116
Increased
706
Reduced
847
Closed
49
Calls
$160M
Puts
$96.4M
Net Calls
+$64M
Net Calls Change
+$15.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.91B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$712M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$673M
4
BlackRock
BlackRock
New York
+$343M
5
Osaic Holdings
Osaic Holdings
Arizona
+$254M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$559M
2
PPFA
Provida Pension Fund Administrator
Chile
-$472M
3
BA
Bridgewater Associates
Connecticut
-$353M
4
PPA
Parametric Portfolio Associates
Washington
-$305M
5
Wells Fargo
Wells Fargo
California
-$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
476
Erste Asset Management
Austria
$19M – – –
MSA
477
Marino Stram & Associates
Massachusetts
$19M +$5.98M +17,583 +46%
MIAN
478
Mariner Independent Advisor Network
Kansas
$18.9M -$912K -2,715 -5%
LWA
479
Lineweaver Wealth Advisors
Ohio
$18.9M -$15.5K -46 -0.1%
IFA
480
Interactive Financial Advisors
Illinois
$18.8M -$976K -2,903 -5%
SBLIC
481
Security Benefit Life Insurance Company
Kansas
$18.7M – – –
RFO
482
RiverGlades Family Offices
Florida
$18.6M -$10.1K -30 -0.1%
SSWM
483
Sheets Smith Wealth Management
North Carolina
$18.5M +$7.73K +23 +0%
KFA
484
Kelleher Financial Advisors
New York
$18.3M +$314K +935 +2%
ECG
485
Edge Capital Group
Georgia
$18.3M -$3.77M -11,213 -17%
FFN
486
Focus Financial Network
Minnesota
$18M +$835K +2,485 +5%
DZ Bank
487
DZ Bank
Germany
$18M +$101K +302 +0.6%
GCA
488
Gradient Capital Advisors
California
$17.9M -$1.56M -4,650 -8%
OWM
489
Orgel Wealth Management
Wisconsin
$17.9M +$11.4K +34 +0.1%
TCM
490
Towercrest Capital Management
Pennsylvania
$17.9M -$310K -919 -2%
SCM
491
Smith Capital Management
Arkansas
$17.9M +$52.4K +156 +0.3%
CWG
492
Cornerstone Wealth Group
North Carolina
$17.7M -$480K -1,427 -3%
AWM
493
Avondale Wealth Management
Texas
$17.6M -$171K -508 -1%
CWM
494
Campbell Wealth Management
Virginia
$17.6M +$388K +1,154 +2%
CTA
495
Colonial Trust Advisors
South Carolina
$17.5M -$1.29M -3,830 -7%
AB
496
Amalgamated Bank
New York
$17.5M -$364K -1,083 -2%
TSA
497
Tri-Star Advisors
Texas
$17.4M +$2.33M +6,672 +15%
MCM
498
MV Capital Management
Maryland
$17.3M +$2.3M +6,831 +15%
State Street
499
State Street
Massachusetts
$17.1M +$11.3M +33,517 +192%
BOS
500
Bank of Stockton
California
$17.1M +$1.45M +4,329 +9%
18 19
20
21 22