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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 %
RWG
651
Regal Wealth Group
California
$12.3M -$57.1K -152 -0.5%
T. Rowe Price Associates
652
T. Rowe Price Associates
Maryland
$12.3M +$3.16M +9,736 +34%
OGF
653
Orin Green Financial
California
$12.3M +$12.3M +32,814 New
CWC
654
Carolinas Wealth Consulting
North Carolina
$12.3M +$359K +957 +3%
Barclays
655
Barclays
United Kingdom
$12.2M +$50.7K +135 +0.4%
CFO
656
CVA Family Office
Colorado
$12.2M +$93.5K +249 +0.8%
NAG
657
Northstar Advisory Group
New Jersey
$12.2M +$12.2M +32,500 New
ERWM
658
Elk River Wealth Management
Colorado
$12.2M +$12.2M +32,429 New
CWM
659
Curi Wealth Management
North Carolina
$12.2M +$12.2M +32,414 New
CF
660
Copperwynd Financial
Arizona
$12.2M -$539K -1,437 -4%
SFA
661
Source Financial Advisors
New York
$12.1M +$12.1M +32,359 New
AWM
662
Avior Wealth Management
Nebraska
$12.1M +$1.56M +4,155 +15%
DWT
663
Dorsey & Whitney Trust
South Dakota
$12.1M -$266K -709 -2%
CL
664
CPWM LLC
Washington
$12.1M +$263K +700 +2%
HSWM
665
Hubbell Strickland Wealth Management
Louisiana
$12.1M +$505K +1,344 +4%
ST
666
Sageworth Trust
Pennsylvania
$11.9M -$98K -261 -0.8%
PCM
667
Pennsylvania Capital Management
Pennsylvania
$11.9M +$496K +1,302 +4%
PP
668
PDS Planning
Ohio
$11.9M +$1.73M +4,601 +17%
CAG
669
Crestwood Advisors Group
Massachusetts
$11.8M -$1.11M -2,965 -9%
SC
670
Scotia Capital
Ontario, Canada
$11.8M +$1.52M +4,044 +15%
WWM
671
Western Wealth Management
Colorado
$11.8M -$1.89M -5,023 -14%
CPIG
672
Chicago Partners Investment Group
Illinois
$11.8M -$4.61K -12 -0%
WF
673
Williams Financial
Vermont
$11.8M +$11.8M +31,346 New
EFSCE
674
Enterprise Financial Services Corp (EFSC)
Missouri
$11.7M -$1.2M -3,208 -9%
PI
675
PineBridge Investments
New York
$11.7M -$113K -300 -1%
25 26
27
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