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 %
ATC
551
Argent Trust Co
Tennessee
$13.9M +$514K +1,529 +4%
NB
552
Northwest Bancshares
Pennsylvania
$13.8M -$761K -2,264 -5%
MYIA
553
Mount Yale Investment Advisors
Colorado
$13.8M +$230K +683 +2%
LWM
554
Liberty Wealth Management
California
$13.8M +$1.6M +4,750 +13%
FCA
555
FLC Capital Advisors
California
$13.7M +$714K +2,071 +5%
PTC
556
Private Trust Company
Ohio
$13.7M +$393K +1,170 +3%
CAM
557
Concorde Asset Management
Michigan
$13.7M +$772K +2,297 +6%
LA
558
Lynch & Associates
Indiana
$13.6M +$15.5K +46 +0.1%
FFBTD
559
First Financial Bank - Trust Division
Ohio
$13.6M -$932K -2,773 -6%
VWA
560
VERITY Wealth Advisors
United States
$13.6M +$200K +595 +1%
IDBONY
561
Israel Discount Bank of New York
New York
$13.6M -$6.39K -19 -0%
BJL
562
Brighton Jones LLC
Washington
$13.5M +$85.4K +254 +0.6%
KFS
563
Kelly Financial Services
Massachusetts
$13.5M -$10M -29,878 -43%
TVAMP
564
Tennessee Valley Asset Management Partners
Tennessee
$13.5M +$434K +1,292 +3%
SC
565
Savant Capital
Illinois
$13.5M -$1.13M -3,367 -8%
UWPG
566
Ullmann Wealth Partners Group
Florida
$13.5M -$1.13M -3,362 -8%
NL
567
NWAM LLC
Washington
$13.3M -$7.62M -22,680 -36%
JFG
568
JMG Financial Group
Illinois
$13.3M -$474K -1,409 -3%
PCP
569
Proficio Capital Partners
Massachusetts
$13.2M +$760K +2,263 +6%
MWM
570
Modera Wealth Management
New Jersey
$13.2M -$388K -1,154 -3%
MMA
571
Miracle Mile Advisors
California
$13.1M +$19.5K +58 +0.1%
LNB
572
Ledyard National Bank
$13.1M +$2.02M +6,020 +18%
IFAM
573
Institutional & Family Asset Management
Colorado
$13M -$136K -404 -1%
SBSB
574
Sullivan, Bruyette, Speros & Blaney
Virginia
$13M -$1.25M -3,723 -9%
HR
575
Hardy Reed
Mississippi
$13M -$129K -384 -1%
21 22
23
24 25