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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,241 hedge funds and large institutions have $204B invested in iShares Core S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 983 increasing their positions, 828 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,241
Holders Change
+43
Holders Change %
+1.96%
% of All Funds
39.12%
Holding in Top 10
721
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.69%
% of All Funds
12.59%
New
128
Increased
983
Reduced
828
Closed
55
Calls
$124M
Puts
$232M
Net Calls
-$108M
Net Calls Change
-$164M

Top Buyers

1
USAA
United Services Automobile Association
Texas
+$1.34B
2
Victory Capital Management
Victory Capital Management
Texas
+$1.31B
3
Squarepoint
Squarepoint
New York
+$1.09B
4
CS
Credit Suisse
Switzerland
+$847M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$635M

Top Sellers

1
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$3.04B
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$774M
3
Wells Fargo
Wells Fargo
California
-$704M
4
FCAS
First Command Advisory Services
Texas
-$428M
5
NB
Norinchukin Bank
Japan
-$420M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
576
Evermay Wealth Management
Virginia
$19.9M -$457K -1,064 -2%
CCFM
577
Clear Creek Financial Management
Washington
$19.8M +$14.3M +33,238 +258%
FFA
578
Fi3 Financial Advisors
Indiana
$19.6M +$6.05M +13,659 +45%
MGWM
579
Marks Group Wealth Management
Minnesota
$19.5M +$9.07M +21,094 +87%
NFG
580
Next Financial Group
Texas
$19.5M +$142K +331 +0.7%
AGA
581
Accuvest Global Advisors
Utah
$19.4M +$3.69M +8,576 +24%
WCM
582
Windsor Capital Management
Arizona
$19.3M -$718K -1,670 -4%
ACP
583
Aveo Capital Partners
Colorado
$19.2M +$1.39M +3,241 +8%
Janus Henderson Group
584
Janus Henderson Group
United Kingdom
$19M +$4.4M +10,245 +30%
WJA
585
Willis Johnson & Associates
Texas
$19M -$2.04M -4,739 -10%
CA
586
Cornerstone Advisors
North Carolina
$18.9M +$18.9M +44,000 New
ECG
587
Edge Capital Group
Georgia
$18.8M -$150K -350 -0.8%
RA
588
RFG Advisory
Alabama
$18.8M +$1.56M +3,629 +9%
SC
589
Sierra Capital
Florida
$18.7M -$182K -424 -1%
WAOI
590
Wealth Advisors of Iowa
Iowa
$18.7M -$240K -559 -1%
EA
591
Efficient Advisors
Ohio
$18.6M -$500K -1,164 -3%
SL
592
SWMG LLC
Texas
$18.6M +$1.31M +3,052 +8%
PTC
593
Private Trust Company
Ohio
$18.4M -$248K -578 -1%
CTB
594
Country Trust Bank
Illinois
$18.4M +$653K +1,520 +4%
EPM
595
Elm Partners Management
Pennsylvania
$18.4M -$2.22M -5,172 -11%
GCA
596
Genesee Capital Advisors
New York
$18.4M +$18.4M +42,781 New
IA
597
IAM Advisory
Pennsylvania
$18.4M +$18.4M +42,781 New
FG
598
Foster Group
Iowa
$18.3M +$1.22M +2,849 +7%
Millennium Management
599
Millennium Management
New York
$18.2M -$70.2M -163,188 -79%
GCA
600
Greenwood Capital Associates
South Carolina
$18.2M +$406K +945 +2%
22 23
24
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