IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,250 hedge funds and large institutions have $203B invested in iShares Core S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 995 increasing their positions, 804 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,250
Holders Change
+9
Holders Change %
+0.4%
% of All Funds
39.52%
Holding in Top 10
726
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.69%
% of All Funds
12.75%
New
104
Increased
995
Reduced
804
Closed
56
Calls
$196M
Puts
$496M
Net Calls
-$300M
Net Calls Change
-$192M

Top Buyers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$1.37B
2
BlackRock
BlackRock
New York
+$1.32B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$821M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$756M
5
Franklin Resources
Franklin Resources
California
+$701M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$7.27B
2
Bank of America
Bank of America
North Carolina
-$6.79B
3
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$1.08B
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$915M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$282M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRC
501
BHF RG Capital
Arizona
$25.2M -$929K -2,156 -4%
HWAM
502
Hennion & Walsh Asset Management
New Jersey
$25.2M +$153K +356 +0.6%
MWM
503
Mascoma Wealth Management
New Hampshire
$25.2M +$855K +1,985 +4%
NPF
504
Norris Perne & French
Michigan
$25.2M -$2.31M -5,357 -8%
KWP
505
Keystone Wealth Partners
Arizona
$24.9M +$1.56M +3,620 +7%
TSA
506
Tri-Star Advisors
Texas
$24.9M -$1.95M -4,389 -7%
AB
507
Amalgamated Bank
New York
$24.8M -$1.1M -2,553 -4%
LWM
508
Liberty Wealth Management
California
$24.6M +$634K +1,472 +3%
OAP
509
One Advisory Partners
Kansas
$24.5M -$499K -1,158 -2%
CIA
510
Capital Investment Advisors
Georgia
$24.4M +$258K +599 +1%
PFA
511
Pettinga Financial Advisors
Indiana
$24.4M +$349K +810 +1%
RFO
512
RiverGlades Family Offices
Florida
$24.4M +$8.62K +20 +0%
TA
513
Tectonic Advisors
Texas
$24.3M +$775K +1,800 +3%
BFS
514
Bard Financial Services
Connecticut
$24.3M – – –
LCOV
515
London Company of Virginia
Virginia
$24.3M +$22.1M +51,386 +1,021%
SBL
516
Sargent Bickham Lagudis
Colorado
$24.3M +$3.98M +9,237 +20%
BWM
517
BCGM Wealth Management
Indiana
$24M +$191K +415 +0.8%
CHA
518
Cooper/Haims Advisors
New York
$24M +$11.7M +27,160 +95%
DZ Bank
519
DZ Bank
Germany
$23.9M +$599K +1,391 +3%
CTA
520
Colonial Trust Advisors
South Carolina
$23.9M +$610K +1,417 +3%
SSWM
521
Sheets Smith Wealth Management
North Carolina
$23.8M -$353K -819 -1%
CWM
522
Campbell Wealth Management
Virginia
$23.8M +$811K +1,882 +4%
CC
523
Cadinha & Co
Hawaii
$23.8M +$1.34M +3,110 +6%
PP
524
PDS Planning
Ohio
$23.5M +$2.46M +5,719 +12%
SIA
525
Soltis Investment Advisors
Utah
$23.5M +$912K +2,118 +4%
19 20
21
22 23