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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 %
HPC
526
Hobart Private Capital
North Carolina
$14.3M -$1.26M -4,060 -8%
NAM
527
North American Management
Massachusetts
$14.2M -$1.05M -3,380 -7%
WCM
528
WealthBridge Capital Management
Ohio
$14.2M +$2.13M +6,893 +18%
SC
529
SouthState Corp
Florida
$14.1M -$380K -1,227 -3%
GG
530
GenWealth Group
New Jersey
$14.1M +$13.8M +44,332 +5,374%
IC
531
IEQ Capital
California
$14M -$834K -2,693 -6%
TSA
532
Tri-Star Advisors
Texas
$14M +$14M +43,243 New
CA
533
Cornerstone Advisors
North Carolina
$13.9M -$4.65M -15,000 -25%
CA
534
Clearstead Advisors
Ohio
$13.8M -$165K -534 -1%
MCM
535
MV Capital Management
Maryland
$13.8M -$107K -347 -0.8%
RPC
536
Rossmore Private Capital
Connecticut
$13.7M -$624K -2,014 -4%
MPW
537
MA Private Wealth
California
$13.6M -$17M -54,892 -55%
HFA
538
High Falls Advisors
New York
$13.6M +$9.72M +31,387 +251%
OWA
539
Outlook Wealth Advisors
Texas
$13.5M +$1.25M +4,043 +10%
SC
540
Savant Capital
Illinois
$13.5M -$660K -2,131 -5%
UWPG
541
Ullmann Wealth Partners Group
Florida
$13.5M +$12.1M +38,924 +858%
NB
542
Northwest Bancshares
Pennsylvania
$13.4M +$546K +1,763 +4%
FFBTD
543
First Financial Bank - Trust Division
Ohio
$13.4M -$70.3K -227 -0.5%
SWMG
544
Sanchez Wealth Management Group
Florida
$13.4M +$4.03K +13 +0%
RWA
545
Ropes Wealth Advisors
Massachusetts
$13.4M +$275K +888 +2%
RWMH
546
Riverpoint Wealth Management Holdings
Illinois
$13.4M -$17.3K -56 -0.1%
SCA
547
Stonebridge Capital Advisors
Minnesota
$13.4M -$363K -1,171 -3%
MIOT
548
Massachusetts Institute of Technology
Massachusetts
$13.3M +$13.3M +42,945 New
MFT
549
Moisand Fitzgerald Tamayo
Florida
$13.3M -$491K -1,587 -4%
CA
550
Centerpoint Advisors
Massachusetts
$13.3M +$13.2M +42,659 +21,014%
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