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 %
EFSCE
601
Enterprise Financial Services Corp (EFSC)
Missouri
$11.6M -$532K -1,583 -4%
VC
602
Vestor Capital
Illinois
$11.6M +$11.6M +34,387 New
HF
603
Halpern Financial
Virginia
$11.5M +$358K +1,066 +3%
LSERS
604
Louisiana State Employees Retirement System
Louisiana
$11.5M -$2.15M -6,400 -16%
LCOV
605
London Company of Virginia
Virginia
$11.5M +$6.53M +19,442 +132%
HB
606
Homrich & Berg
Georgia
$11.4M +$1.74M +5,182 +18%
CF
607
Copperwynd Financial
Arizona
$11.4M +$203K +605 +2%
OIA
608
OneDigital Investment Advisors
Kansas
$11.3M -$1.79M -5,327 -14%
TPCW
609
TD Private Client Wealth
New York
$11.3M -$721K -2,145 -6%
ARG
610
Advisory Resource Group
Oklahoma
$11.3M -$482K -1,435 -4%
LF
611
Lantz Financial
Illinois
$11.3M +$61.8K +184 +0.6%
CBFP
612
Cedar Brook Financial Partners
Ohio
$11.3M +$1.65M +4,922 +17%
NCM
613
Next Capital Management
New York
$11.3M -$186K -553 -2%
WA
614
Wealth Alliance
New York
$11.2M +$485K +1,443 +5%
BHIA
615
Birch Hill Investment Advisors
Massachusetts
$11.2M -$233K -694 -2%
WFA
616
Wellspring Financial Advisors
Ohio
$11.1M +$316K +941 +3%
FAIM
617
Financial Advocates Investment Management
Washington
$11.1M -$6.65M -19,786 -37%
RWG
618
Regal Wealth Group
California
$11.1M -$60.8K -181 -0.5%
DWT
619
Dorsey & Whitney Trust
South Dakota
$11.1M -$11.4K -34 -0.1%
CL
620
Choreo LLC
Illinois
$10.9M -$268K -797 -2%
FA
621
Fiducient Advisors
Illinois
$10.9M -$1.44M -4,275 -12%
Barclays
622
Barclays
United Kingdom
$10.9M – – –
CFO
623
CVA Family Office
Colorado
$10.8M +$97.8K +291 +0.9%
RRC
624
Relaxing Retirement Coach
Massachusetts
$10.8M +$3.43M +10,215 +47%
MSA
625
Mason Street Advisors
Wisconsin
$10.8M -$16.8M -49,975 -61%
23 24
25
26 27