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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,164 hedge funds and large institutions have $166B invested in iShares Core S&P 500 ETF in 2020 Q4 according to their latest regulatory filings, with 323 funds opening new positions, 847 increasing their positions, 734 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,164
Holders Change
+232
Holders Change %
+12.01%
% of All Funds
38.4%
Holding in Top 10
703
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+12.66%
% of All Funds
12.47%
New
323
Increased
847
Reduced
734
Closed
55
Calls
$96M
Puts
$30.8M
Net Calls
+$65.2M
Net Calls Change
+$1.29M

Top Buyers

1
Squarepoint
Squarepoint
New York
+$1.54B
2
BlackRock
BlackRock
New York
+$1.26B
3
Citadel Advisors
Citadel Advisors
Florida
+$1.23B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.02B
5
Morgan Stanley
Morgan Stanley
New York
+$492M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$10.4B
2
EMPI
Elo Mutual Pension Insurance
Finland
-$671M
3
BOI
Bank of Italy
Italy
-$558M
4
PPFA
Provida Pension Fund Administrator
Chile
-$502M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$386M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
601
Outlook Wealth Advisors
Texas
$14.6M -$2.74M -7,311 -16%
JFG
602
JMG Financial Group
Illinois
$14.6M -$241K -641 -2%
LA
603
Lynch & Associates
Indiana
$14.5M -$733K -1,952 -5%
SL
604
SWMG LLC
Texas
$14.5M +$14.5M +38,314 New
KFS
605
Kelly Financial Services
Massachusetts
$14.4M -$671K -1,788 -4%
UWPG
606
Ullmann Wealth Partners Group
Florida
$14.4M -$628K -1,674 -4%
DIM
607
Delta Investment Management
California
$14.4M +$6.2M +16,523 +76%
CTB
608
Country Trust Bank
Illinois
$14.4M +$271K +723 +2%
SC
609
Savant Capital
Illinois
$14.3M -$777K -2,069 -5%
PBO
610
Peoples Bank (Ohio)
Ohio
$14.3M -$150K -400 -1%
TPCW
611
TD Private Client Wealth
New York
$14.3M +$1.61M +4,288 +13%
GCA
612
Greenwood Capital Associates
South Carolina
$14.2M +$8.3M +22,119 +140%
SBSB
613
Sullivan, Bruyette, Speros & Blaney
Virginia
$14.2M -$273K -727 -2%
FFBTD
614
First Financial Bank - Trust Division
Ohio
$14.2M -$1.06M -2,811 -7%
CA
615
Calton & Associates
Florida
$14.2M +$6.17M +16,437 +77%
HR
616
Hardy Reed
Mississippi
$14.2M -$314K -836 -2%
BWP
617
Bernardo Wealth Planning
Pennsylvania
$14.1M -$4.25M -11,315 -23%
EWA
618
EP Wealth Advisors
California
$14.1M -$1.93M -5,135 -12%
IDBONY
619
Israel Discount Bank of New York
New York
$14M -$1.22M -3,248 -8%
MPWT
620
MassMutual Private Wealth & Trust
Connecticut
$14M -$459K -1,224 -3%
WA
621
Wealth Alliance
New York
$13.9M +$1.41M +3,761 +11%
BCA
622
Biltmore Capital Advisors
New Jersey
$13.9M +$12.5M +33,199 +882%
MWP
623
Moller Wealth Partners
$13.8M -$149K -396 -1%
EWA
624
Exencial Wealth Advisors
Oklahoma
$13.7M -$12.5M -33,318 -48%
BWM
625
BCGM Wealth Management
Indiana
$13.7M +$13.7M +34,865 New
23 24
25
26 27