IVV icon

iShares Core S&P 500 ETF

903 hedge funds and large institutions have $37.5B invested in iShares Core S&P 500 ETF in 2015 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 399 increasing their positions, 256 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+94
Holders Change %
+11.62%
% of All Funds
23.71%
Holding in Top 10
255
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+23.79%
% of All Funds
6.7%
New
146
Increased
399
Reduced
256
Closed
40
Calls
$27.5M
Puts
$22.5M
Net Calls
+$4.92M
Net Calls Change
-$3.95M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
601
Summit Asset Management
Tennessee
$891K -$26.6K -130 -3%
Truist Financial
602
Truist Financial
North Carolina
$891K +$29.1K +142 +3%
PFM
603
Parsec Financial Management
North Carolina
$878K +$43.8K +214 +5%
ACP
604
Aviance Capital Partners
Florida
$869K +$169K +827 +24%
VHAM
605
Van Hulzen Asset Management
California
$869K +$364K +1,777 +72%
AC
606
Alexandria Capital
Virginia
$854K -$60.2K -294 -7%
MC
607
Moors & Cabot
Massachusetts
$853K -$548K -2,683 -39%
GLA
608
Great Lakes Advisors
Illinois
$852K -$184K -898 -18%
IC
609
Iconiq Capital
California
$851K
LWM
610
LBA Wealth Management
Florida
$850K +$352K +1,720 +71%
AEPG
611
American Economic Planning Group
New Jersey
$843K +$62.1K +303 +8%
Invesco
612
Invesco
Georgia
$842K +$842K +4,112 New
CA
613
Cambridge Advisors
Nebraska
$840K
STB
614
S&T Bank
Pennsylvania
$839K -$9.04M -44,136 -92%
ClearBridge Investments
615
ClearBridge Investments
New York
$828K +$541K +2,642 +189%
BCM
616
Brookmont Capital Management
Texas
$822K +$1.85K +9 +0.2%
S
617
SignatureFD
Georgia
$816K +$42.6K +208 +6%
NFG
618
Nadler Financial Group
Illinois
$813K +$41K +200 +5%
PL
619
Plancorp LLC
Missouri
$812K
BCA
620
Bray Capital Advisors
Florida
$805K -$205 -1 -0%
VWM
621
Vector Wealth Management
Minnesota
$804K +$346K +1,688 +75%
Cetera Investment Advisers
622
Cetera Investment Advisers
Illinois
$798K +$798K +3,912 New
CGH
623
Cleary Gull Holdings
Wisconsin
$793K
SNT
624
Security National Trust
West Virginia
$793K
CLOS
625
Compagnie Lombard Odier SCmA
Switzerland
$788K +$102K +500 +15%