IVV icon

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 %
SBSB
551
Sullivan, Bruyette, Speros & Blaney
Virginia
$13.1M +$1.37M +4,408 +12%
NFG
552
Next Financial Group
Texas
$13M +$1.04M +3,350 +9%
BCM
553
BTC Capital Management
Iowa
$13M -$3.51M -11,344 -21%
AWM
554
Argent Wealth Management
Massachusetts
$13M -$41.3K -122 -0.3%
RCAG
555
Rehmann Capital Advisory Group
Michigan
$12.9M -$696K -2,248 -5%
PA
556
PFG Advisors
Arizona
$12.8M -$143K -449 -1%
JFG
557
JMG Financial Group
Illinois
$12.7M -$7.43K -24 -0.1%
CGA
558
Crescent Grove Advisors
Illinois
$12.6M -$401K -1,294 -3%
LSERS
559
Louisiana State Employees Retirement System
Louisiana
$12.6M -$372K -1,200 -3%
LA
560
Lynch & Associates
Indiana
$12.6M +$115K +371 +0.9%
IDBONY
561
Israel Discount Bank of New York
New York
$12.6M -$266K -859 -2%
SC
562
Scotia Capital
Ontario, Canada
$12.5M +$2.78M +8,929 +28%
MYIA
563
Mount Yale Investment Advisors
Colorado
$12.5M -$26.6K -86 -0.2%
MWM
564
Modera Wealth Management
New Jersey
$12.5M -$1.18M -3,826 -9%
PA
565
PSI Advisors
Florida
$12.5M -$433K -1,398 -3%
LFAS
566
Level Four Advisory Services
Texas
$12.4M -$391K -1,264 -3%
MWP
567
Moller Wealth Partners
$12.4M -$1.65M -5,312 -12%
BJL
568
Brighton Jones LLC
Washington
$12.4M +$501K +1,617 +4%
PTC
569
Private Trust Company
Ohio
$12.4M +$696K +2,221 +6%
VWA
570
VERITY Wealth Advisors
United States
$12.4M – – –
ATC
571
Argent Trust Co
Tennessee
$12.3M +$639K +2,064 +5%
DIM
572
Delta Investment Management
California
$12.3M +$5.23M +16,902 +74%
FNT
573
First National Trust
Pennsylvania
$12.3M -$1.69M -5,446 -12%
SSW
574
Smith Shellnut Wilson
Mississippi
$12.2M +$58.8K +190 +0.5%
CPIG
575
Chicago Partners Investment Group
Illinois
$12.2M +$713K +2,198 +6%
21 22
23
24 25