IVV icon

iShares Core S&P 500 ETF

2,198 hedge funds and large institutions have $186B invested in iShares Core S&P 500 ETF in 2021 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 886 increasing their positions, 914 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,198
Holders Change
+34
Holders Change %
+1.57%
% of All Funds
38.7%
Holding in Top 10
709
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+0.85%
% of All Funds
12.48%
New
130
Increased
886
Reduced
914
Closed
72
Calls
$82.9M
Puts
$26.7M
Net Calls
+$56.3M
Net Calls Change
-$8.98M
Name Holding Trade Value Shares
Change
Shares
Change %
HR
651
Howe & Rusling
New York
$14M +$6.31M +15,866 +82%
HF
652
Halpern Financial
Virginia
$14M +$173K +435 +1%
BHIA
653
Birch Hill Investment Advisors
Massachusetts
$13.9M +$336K +844 +2%
EWM
654
EPG Wealth Management
Georgia
$13.9M +$292K +733 +2%
MPWT
655
MassMutual Private Wealth & Trust
Connecticut
$13.8M -$961K -2,415 -6%
OGF
656
Orin Green Financial
California
$13.8M +$767K +1,929 +6%
DWT
657
Dorsey & Whitney Trust
South Dakota
$13.8M +$962K +2,419 +8%
BFM
658
Broadview Financial Management
Wisconsin
$13.7M -$132K -331 -0.9%
AIM
659
Acropolis Investment Management
Missouri
$13.7M -$101K -254 -0.7%
CWC
660
Carolinas Wealth Consulting
North Carolina
$13.6M +$558K +1,402 +4%
MFG
661
Merit Financial Group
Georgia
$13.6M +$6.75M +16,967 +99%
WHG
662
Westwood Holdings Group
Texas
$13.6M -$6.22M -15,647 -31%
IDBONY
663
Israel Discount Bank of New York
New York
$13.6M -$1.28M -3,221 -9%
KPWS
664
Kestra Private Wealth Services
Texas
$13.5M -$78K -196 -0.6%
SFA
665
Source Financial Advisors
New York
$13.5M +$610K +1,533 +5%
Janus Henderson Group
666
Janus Henderson Group
United Kingdom
$13.5M -$2.43M -6,115 -15%
LF
667
Lantz Financial
Illinois
$13.4M +$103K +259 +0.8%
T. Rowe Price Associates
668
T. Rowe Price Associates
Maryland
$13.4M -$1.71M -4,289 -11%
CAWM
669
Capital Advisors Wealth Management
Washington
$13.4M +$13.4M +33,626 New
FCA
670
FLC Capital Advisors
California
$13.4M -$2.46M -6,187 -16%
CAC
671
Certified Advisory Corp
Florida
$13.2M +$13.2M +33,189 New
HSWM
672
Hubbell Strickland Wealth Management
Louisiana
$13.1M +$360K +904 +3%
ARG
673
Advisory Resource Group
Oklahoma
$13.1M -$2.81M -7,076 -18%
CPIG
674
Chicago Partners Investment Group
Illinois
$13.1M +$265K +633 +2%
OWA
675
Outlook Wealth Advisors
Texas
$13.1M -$2.38M -5,977 -15%