IVV icon

iShares Core S&P 500 ETF

2,601 hedge funds and large institutions have $243B invested in iShares Core S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 1,106 increasing their positions, 757 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,601
Holders Change
+351
Holders Change %
+15.6%
% of All Funds
40.17%
Holding in Top 10
858
Holding in Top 10 Change
+132
Holding in Top 10 Change %
+18.18%
% of All Funds
13.25%
New
450
Increased
1,106
Reduced
757
Closed
57
Calls
$150M
Puts
$803M
Net Calls
-$653M
Net Calls Change
-$354M
Name Holding Trade Value Shares
Change
Shares
Change %
RFO
551
RiverGlades Family Offices
Florida
$27.4M +$440K +922 +2%
CIA
552
Capital Investment Advisors
Georgia
$27.4M +$316K +663 +1%
LSERS
553
Louisiana State Employees Retirement System
Louisiana
$27.1M -$1.38M -2,900 -5%
IWP
554
IAG Wealth Partners
Wisconsin
$26.9M -$1.69M -3,546 -6%
BFS
555
Bard Financial Services
Connecticut
$26.9M
ACP
556
Aveo Capital Partners
Colorado
$26.6M +$2.19M +4,592 +9%
KWILP
557
Kiwi Wealth Investments Limited Partnership
New Zealand
$26.5M +$9.45M +19,806 +56%
CA
558
Clearstead Advisors
Ohio
$26.4M +$434K +909 +2%
CTA
559
Colonial Trust Advisors
South Carolina
$26.4M -$27.2K -57 -0.1%
BCA
560
Biltmore Capital Advisors
New Jersey
$26.3M +$3.84M +8,047 +17%
Daiwa Securities Group
561
Daiwa Securities Group
Japan
$26.3M -$5.55M -11,635 -17%
KFA
562
Kelleher Financial Advisors
New York
$26.3M +$1.64M +3,444 +7%
NAG
563
Northstar Advisory Group
New Jersey
$26.2M +$26.2M +54,988 New
TWM
564
Trevian Wealth Management
Massachusetts
$26.2M +$26.2M +54,964 New
SIA
565
Soltis Investment Advisors
Utah
$26.2M +$176K +369 +0.7%
CC
566
Cadinha & Co
Hawaii
$26M -$322K -675 -1%
RPC
567
Rossmore Private Capital
Connecticut
$25.9M +$308K +646 +1%
CWM
568
Campbell Wealth Management
Virginia
$25.9M -$503K -1,054 -2%
LA
569
Latitude Advisors
Florida
$25.9M +$1.24M +2,607 +5%
AWM
570
Apollon Wealth Management
South Carolina
$25.7M +$23.5M +49,372 +1,120%
PHAM
571
Palisades Hudson Asset Management
Florida
$25.6M -$60.1K -126 -0.2%
GWM
572
GoalFusion Wealth Management
Texas
$25.5M +$25.5M +63,986 New
FTS
573
Fifth Third Securities
Ohio
$25.4M +$300K +628 +1%
UFA
574
US Financial Advisors
Massachusetts
$25.3M +$868K +1,819 +4%
AGA
575
Accuvest Global Advisors
Utah
$25.3M +$6.18M +12,956 +32%