IVV icon

iShares Core S&P 500 ETF

1,603 hedge funds and large institutions have $114B invested in iShares Core S&P 500 ETF in 2019 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 715 increasing their positions, 601 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,603
Holders Change
+4
Holders Change %
+0.25%
% of All Funds
34.75%
Holding in Top 10
510
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.39%
% of All Funds
11.06%
New
115
Increased
715
Reduced
601
Closed
83
Calls
$67.2M
Puts
$12.4M
Net Calls
+$54.7M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWM
676
B. Riley Wealth Management
Tennessee
$5.5M +$429K +1,509 +8%
ACM
677
Armbruster Capital Management
New York
$5.48M -$28.5K -100 -0.5%
FIM
678
Fernwood Investment Management
Massachusetts
$5.48M -$14.8K -52 -0.3%
SFA
679
Sequoia Financial Advisors
Ohio
$5.47M +$209K +734 +4%
PFS
680
Prospera Financial Services
Texas
$5.38M +$2.89M +9,938 +116%
Invesco
681
Invesco
Georgia
$5.35M +$5.35M +18,807 New
VWM
682
Venturi Wealth Management
Texas
$5.31M +$971K +3,374 +22%
Impax Asset Management Group
683
Impax Asset Management Group
United Kingdom
$5.23M -$123K -431 -2%
HCM
684
Hollencrest Capital Management
California
$5.17M -$149K -522 -3%
GW
685
GW & Wade
Massachusetts
$5.14M -$123K -433 -2%
BWM
686
BerganKDV Wealth Management
Minnesota
$5.03M +$441K +1,551 +10%
BOTW
687
Bank of the West
California
$5.01M -$188K -659 -4%
FFM
688
Fullerton Fund Management
Singapore
$5M -$2.32M -8,136 -32%
BFEC
689
Benjamin F. Edwards & Company
Missouri
$4.97M -$29.6K -104 -0.6%
C
690
Clearshares
New York
$4.96M -$59.5K -209 -1%
GRP
691
Global Retirement Partners
California
$4.94M +$286K +1,005 +6%
PAM
692
Peak Asset Management
Colorado
$4.91M +$53.2K +187 +1%
Capital Fund Management (CFM)
693
Capital Fund Management (CFM)
France
$4.85M -$740K -2,600 -13%
Cetera Investment Advisers
694
Cetera Investment Advisers
Illinois
$4.83M -$68K -239 -1%
BAM
695
Baldrige Asset Management
Pennsylvania
$4.81M +$4.81M +16,917 New
RIM
696
Redwood Investment Management
Arizona
$4.79M +$168K +589 +4%
Lido Advisors
697
Lido Advisors
California
$4.76M +$1.84M +6,469 +63%
PAM
698
PVG Asset Management
Colorado
$4.74M +$642K +2,257 +16%
ACM
699
AlphaStar Capital Management
North Carolina
$4.73M +$1.27M +6,804 +37%
BA
700
Ballew Advisors
Mississippi
$4.68M +$374K +1,267 +9%