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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,932 hedge funds and large institutions have $145B invested in iShares Core S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 706 increasing their positions, 847 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,932
Holders Change
+43
Holders Change %
+2.28%
% of All Funds
39.09%
Holding in Top 10
624
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.32%
% of All Funds
12.62%
New
116
Increased
706
Reduced
847
Closed
49
Calls
$160M
Puts
$96.4M
Net Calls
+$64M
Net Calls Change
+$15.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.91B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$712M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$673M
4
BlackRock
BlackRock
New York
+$343M
5
Osaic Holdings
Osaic Holdings
Arizona
+$254M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$559M
2
PPFA
Provida Pension Fund Administrator
Chile
-$472M
3
BA
Bridgewater Associates
Connecticut
-$353M
4
PPA
Parametric Portfolio Associates
Washington
-$305M
5
Wells Fargo
Wells Fargo
California
-$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
651
Cerity Partners
New York
$9.83M -$79.6K -237 -0.8%
PFP
652
Pinnacle Financial Partners
Tennessee
$9.82M +$196K +582 +2%
LFS
653
Lutz Financial Services
Nebraska
$9.81M -$398K -1,184 -4%
LA
654
LVW Advisors
New York
$9.77M -$1M -2,987 -9%
Wolverine Trading
655
Wolverine Trading
Illinois
$9.76M +$9.76M +29,254 New
HIA
656
Harbor Investment Advisory
Maryland
$9.69M -$11.4K -34 -0.1%
EA
657
Elm Advisors
California
$9.68M -$257K -766 -3%
FPFS
658
First Personal Financial Services
North Carolina
$9.66M -$126K -374 -1%
Lido Advisors
659
Lido Advisors
California
$9.58M +$2.36M +7,032 +33%
FA
660
Forefront Analytics
Pennsylvania
$9.51M +$2.51M +7,468 +36%
AMG
661
Asset Management Group
Connecticut
$9.49M -$27.6K -82 -0.3%
T. Rowe Price Associates
662
T. Rowe Price Associates
Maryland
$9.49M +$1.08M +3,228 +13%
AWM
663
Avior Wealth Management
Nebraska
$9.47M +$1.68M +5,004 +22%
SFG
664
StrategIQ Financial Group
Indiana
$9.44M -$74.3K -221 -0.8%
SIM
665
Stratos Investment Management
Ohio
$9.42M -$75.6K -225 -0.8%
DT
666
Diversified Trust
Tennessee
$9.42M -$40.3K -120 -0.4%
WB
667
Webster Bank
Connecticut
$9.28M -$12.8K -38 -0.1%
KPWS
668
Kestra Private Wealth Services
Texas
$9.26M +$9.26M +27,017 New
SC
669
Scotia Capital
Ontario, Canada
$9.22M -$4.31M -12,835 -32%
MWM
670
Merriman Wealth Management
Washington
$9.19M -$886K -2,638 -9%
NG
671
NatWest Group
United Kingdom
$9.15M +$9.15M +27,238 New
PP
672
PDS Planning
Ohio
$9.06M +$90.4K +269 +1%
WB
673
WesBanco Bank
West Virginia
$9.05M -$148K -439 -2%
MAM
674
Madison Asset Management
Wisconsin
$9.04M -$975K -2,902 -10%
LDFR
675
Lehman & Derafelo Financial Resources
Pennsylvania
$9.03M – – –
25 26
27
28 29