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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,889 hedge funds and large institutions have $128B invested in iShares Core S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 707 increasing their positions, 832 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,889
Holders Change
+65
Holders Change %
+3.56%
% of All Funds
38.83%
Holding in Top 10
622
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.14%
% of All Funds
12.79%
New
147
Increased
707
Reduced
832
Closed
68
Calls
$121M
Puts
$72M
Net Calls
+$48.8M
Net Calls Change
+$53.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.23B
2
PPFA
Provida Pension Fund Administrator
Chile
+$659M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$504M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$492M
5
Charles Schwab
Charles Schwab
California
+$486M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$1.46B
2
PPA
Parametric Portfolio Associates
Washington
-$921M
3
Osaic Holdings
Osaic Holdings
Arizona
-$848M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$812M
5
Korea Investment Corp
Korea Investment Corp
South Korea
-$636M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
626
Wellspring Financial Advisors
Ohio
$9.97M -$87.6K -283 -0.9%
LA
627
LVW Advisors
New York
$9.92M -$861K -2,779 -8%
CFO
628
CVA Family Office
Colorado
$9.9M -$175K -564 -2%
SCP
629
Silverleafe Capital Partners
Tennessee
$9.9M +$9.61M +31,041 +3,352%
WA
630
Wealth Alliance
New York
$9.9M +$8.59M +27,745 +659%
EWM
631
EPG Wealth Management
Georgia
$9.87M -$835K -2,696 -8%
ST
632
Sageworth Trust
Pennsylvania
$9.84M -$171K -553 -2%
PEA
633
Pacific Edge Advisors
California
$9.83M +$6.57M +21,222 +202%
PI
634
PineBridge Investments
New York
$9.75M -$232K -750 -2%
PGWM
635
Parisi Gray Wealth Management
New Jersey
$9.74M +$10.2K +33 +0.1%
LWA
636
LWS Wealth Advisors
New Jersey
$9.71M -$2.29M -7,404 -19%
TFF
637
The Family Firm
Maryland
$9.69M -$53.9K -174 -0.6%
CAS
638
Cascadia Advisory Services
Oregon
$9.66M +$9.66M +31,205 New
MWC
639
MKD Wealth Coaches
Michigan
$9.62M +$5.18M +16,719 +117%
GIA
640
Gladstone Institutional Advisory
Florida
$9.53M -$438K -1,413 -4%
LFS
641
Lutz Financial Services
Nebraska
$9.4M -$384K -1,240 -4%
CHA
642
Cooper/Haims Advisors
New York
$9.34M -$267K -861 -3%
IF
643
Ironwood Financial
Arizona
$9.32M +$1.13M +3,663 +14%
MWM
644
Merriman Wealth Management
Washington
$9.29M -$2.79M -9,015 -23%
WA
645
Waverly Advisors
Alabama
$9.24M -$2.17M -6,404 -19%
MAM
646
Madison Asset Management
Wisconsin
$9.23M -$9.11M -29,418 -50%
PFM
647
Patton Fund Management
Texas
$9.22M -$5.06M -16,332 -35%
JHCP
648
Jackson Hole Capital Partners
Oklahoma
$9.17M -$1.85M -5,970 -17%
SLF
649
Sun Life Financial
Ontario, Canada
$9.16M – – –
EA
650
Elm Advisors
California
$9.16M -$303K -979 -3%
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