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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 %
LWA
626
LWS Wealth Advisors
New Jersey
$13.6M +$2.55M +6,802 +23%
PFP
627
Pinnacle Financial Partners
Tennessee
$13.6M +$2.87M +7,818 +27%
FA
628
Fiducient Advisors
Illinois
$13.4M +$1.25M +3,333 +10%
AHC
629
Anderson Hoagland & Co
Missouri
$13.4M +$13.4M +35,682 New
CCFM
630
Clear Creek Financial Management
Washington
$13.4M -$72.6M -193,415 -84%
SSW
631
Smith Shellnut Wilson
Mississippi
$13.2M -$861K -2,293 -6%
BFM
632
Broadview Financial Management
Wisconsin
$13.1M -$512K -1,365 -4%
MGWM
633
Marks Group Wealth Management
Minnesota
$13.1M -$331K -882 -2%
BNP Paribas Financial Markets
634
BNP Paribas Financial Markets
France
$13.1M -$37.8M -100,696 -74%
HF
635
Halpern Financial
Virginia
$13M +$163K +435 +1%
DBT
636
Dubuque Bank & Trust
Iowa
$13M +$5.19M +13,820 +66%
AIM
637
Acropolis Investment Management
Missouri
$13M -$190K -506 -1%
LFAS
638
Level Four Advisory Services
Texas
$12.9M -$1.04M -2,759 -7%
VC
639
Vestor Capital
Illinois
$12.8M -$60.4K -161 -0.5%
PA
640
PSI Advisors
Florida
$12.8M -$1.58M -4,208 -11%
EWM
641
EPG Wealth Management
Georgia
$12.8M +$1.29M +3,432 +11%
BHIA
642
Birch Hill Investment Advisors
Massachusetts
$12.8M +$319K +849 +3%
KPWS
643
Kestra Private Wealth Services
Texas
$12.8M +$2.69M +7,214 +27%
AGA
644
Accuvest Global Advisors
Utah
$12.7M +$12.6M +33,653 +21,853%
LF
645
Lantz Financial
Illinois
$12.6M -$32.7K -87 -0.3%
VHAM
646
Van Hulzen Asset Management
California
$12.5M -$5.94M -15,817 -32%
HB
647
Homrich & Berg
Georgia
$12.5M -$200K -532 -2%
RWA
648
River Wealth Advisors
Pennsylvania
$12.5M +$2.72M +7,234 +28%
FG
649
Foster Group
Iowa
$12.4M +$12.4M +33,216 New
OIA
650
OneDigital Investment Advisors
Kansas
$12.4M -$300K -799 -2%
24 25
26
27 28