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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 %
Cerity Partners
651
Cerity Partners
New York
$9.13M -$10.2M -32,882 -53%
AIA
652
Avalon Investment & Advisory
Texas
$9.13M -$1.98M -6,392 -18%
NC
653
NovaPoint Capital
Georgia
$9.09M -$116K -374 -1%
FPFS
654
First Personal Financial Services
North Carolina
$9.01M -$526K -1,699 -6%
HSWM
655
Hubbell Strickland Wealth Management
Louisiana
$8.96M +$869K +2,807 +11%
CCFM
656
Clear Creek Financial Management
Washington
$8.95M +$1.42M +4,587 +19%
HIA
657
Harbor Investment Advisory
Maryland
$8.94M +$26.9K +87 +0.3%
BRM
658
Boston Research & Management
Massachusetts
$8.92M -$512K -1,653 -5%
MCM
659
Maxim Capital Management
California
$8.91M +$187K +577 +2%
HB
660
Homrich & Berg
Georgia
$8.88M -$1.98M -6,389 -18%
CBFP
661
Cedar Brook Financial Partners
Ohio
$8.88M -$1M -3,230 -10%
PFP
662
Pinnacle Financial Partners
Tennessee
$8.87M +$591K +1,907 +7%
AMG
663
Asset Management Group
Connecticut
$8.77M +$108K +349 +1%
SFG
664
StrategIQ Financial Group
Indiana
$8.76M +$270K +872 +3%
SIM
665
Stratos Investment Management
Ohio
$8.75M -$500K -1,615 -5%
DT
666
Diversified Trust
Tennessee
$8.71M +$1.68M +5,437 +24%
WB
667
Webster Bank
Connecticut
$8.57M -$18.6K -60 -0.2%
PFA
668
Pinnacle Family Advisors
Missouri
$8.56M -$201K -650 -2%
GAM
669
Gould Asset Management
California
$8.53M -$159K -515 -2%
WB
670
WesBanco Bank
West Virginia
$8.48M +$322K +1,041 +4%
MIH
671
Meitav Investment House
Israel
$8.42M +$5.63M +18,165 +202%
EK
672
Evensky & Katz
Florida
$8.4M +$3M +9,703 +56%
EWA
673
EP Wealth Advisors
California
$8.38M +$61K +197 +0.7%
PFM
674
Parsec Financial Management
North Carolina
$8.35M +$3.01M +9,703 +56%
PCM
675
Parsons Capital Management
Rhode Island
$8.34M -$85.8K -277 -1%
25 26
27
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