IVV icon

iShares Core S&P 500 ETF

1,824 hedge funds and large institutions have $107B invested in iShares Core S&P 500 ETF in 2020 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 812 increasing their positions, 741 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,824
Holders Change
-83
Holders Change %
-4.35%
% of All Funds
40.29%
Holding in Top 10
615
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-2.38%
% of All Funds
13.59%
New
88
Increased
812
Reduced
741
Closed
140
Calls
$89.1M
Puts
$94.1M
Net Calls
-$5.01M
Net Calls Change
-$66.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
651
FCG Advisors
New Jersey
$7.52M +$1.07M +4,158 +17%
CFC
652
Coyle Financial Counsel
Illinois
$7.52M -$95.6K -370 -1%
NG
653
NatWest Group
United Kingdom
$7.48M
BWA
654
Beam Wealth Advisors
Louisiana
$7.48M +$2.27M +8,783 +44%
PCM
655
Pennsylvania Capital Management
Pennsylvania
$7.46M +$147K +589 +2%
HIA
656
Harbor Investment Advisory
Maryland
$7.44M -$101K -391 -1%
WCWM
657
Wooster Corthell Wealth Management
Connecticut
$7.38M +$5.3M +20,523 +256%
GFS
658
GYL Financial Synergies
Connecticut
$7.37M +$277K +1,071 +4%
PFA
659
Pinnacle Family Advisors
Missouri
$7.37M -$3.55M -13,631 -33%
RIM
660
Rakuten Investment Management
Japan
$7.35M +$682K +2,600 +10%
AAS
661
Annex Advisory Services
Wisconsin
$7.34M -$1.47M -5,687 -17%
AW
662
ACG Wealth
Georgia
$7.28M -$392K -1,516 -5%
AWE
663
Avidian Wealth Enterprises
Texas
$7.25M +$2.88M +11,127 +66%
GAM
664
Gould Asset Management
California
$7.25M -$895K -3,465 -11%
AMG
665
Asset Management Group
Connecticut
$7.23M +$149K +576 +2%
IB
666
Intrust Bank
Kansas
$7.17M +$1.55M +6,015 +28%
WB
667
Webster Bank
Connecticut
$7.16M
RA
668
Rational Advisors
New York
$7.11M +$1.37M +5,303 +24%
ARG
669
Advisory Resource Group
Oklahoma
$7.11M +$351K +1,360 +5%
SFG
670
StrategIQ Financial Group
Indiana
$7.09M +$610K +2,362 +9%
PCM
671
Parsons Capital Management
Rhode Island
$7.03M +$9.3K +36 +0.1%
MCM
672
Maxim Capital Management
California
$6.95M -$652K -2,524 -9%
EWA
673
EP Wealth Advisors
California
$6.94M -$572K -2,214 -8%
BHWM
674
Bay Harbor Wealth Management
Maryland
$6.94M +$1.24M +4,788 +22%
PFP
675
Pinnacle Financial Partners
Tennessee
$6.91M -$1.5M -5,810 -18%