IVV icon

iShares Core S&P 500 ETF

1,824 hedge funds and large institutions have $107B invested in iShares Core S&P 500 ETF in 2020 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 812 increasing their positions, 741 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,824
Holders Change
-83
Holders Change %
-4.35%
% of All Funds
40.29%
Holding in Top 10
615
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-2.38%
% of All Funds
13.59%
New
88
Increased
812
Reduced
741
Closed
140
Calls
$89.1M
Puts
$94.1M
Net Calls
-$5.01M
Net Calls Change
-$66.3M
Name Holding Trade Value Shares
Change
Shares
Change %
State Street
676
State Street
Massachusetts
$6.88M +$1.32M +5,102 +24%
CCFM
677
Clear Creek Financial Management
Washington
$6.87M -$50.3K -178 -0.7%
EW
678
Element Wealth
Mississippi
$6.86M +$1.95M +7,529 +40%
MNBTD
679
Moody National Bank Trust Division
Texas
$6.83M
IF
680
Ironwood Financial
Arizona
$6.83M -$21.1M -81,551 -76%
PWP
681
Personal Wealth Partners
Minnesota
$6.82M -$1.15M -4,457 -14%
WB
682
WesBanco Bank
West Virginia
$6.8M +$288K +1,114 +4%
BL
683
BFSG LLC
California
$6.79M -$31.8K -123 -0.5%
AFS
684
Axiom Financial Strategies
Indiana
$6.79M +$6.79M +26,268 New
PWM
685
Perigon Wealth Management
California
$6.77M +$395K +1,416 +6%
HSWM
686
Hubbell Strickland Wealth Management
Louisiana
$6.75M +$1.12M +4,344 +20%
LNB
687
Ledyard National Bank
$6.73M +$680K +2,633 +11%
TWA
688
TCI Wealth Advisors
Arizona
$6.61M -$57.1K -221 -0.9%
TC
689
Trilogy Capital
California
$6.61M +$1.31M +4,533 +25%
UCMOK
690
United Capital Management of KS
Kansas
$6.44M -$391K -1,515 -6%
Calamos Advisors
691
Calamos Advisors
Illinois
$6.41M -$1.14M -4,393 -15%
TI
692
Trexquant Investment
Connecticut
$6.39M +$3.2M +12,399 +101%
PCA
693
Providence Capital Advisors
North Carolina
$6.39M +$1.03M +3,974 +19%
VCP
694
Verus Capital Partners
Arizona
$6.32M +$512K +1,981 +9%
PIMG
695
Patriot Investment Management Group
Tennessee
$6.3M +$340K +1,316 +6%
GWM
696
Gray Wealth Management
Maine
$6.29M +$6.29M +24,349 New
HR
697
Howe & Rusling
New York
$6.28M +$941K +3,642 +18%
AWA
698
Arete Wealth Advisors
Illinois
$6.22M -$987K -3,819 -14%
FA
699
FDx Advisors
Illinois
$6.2M +$5.67M +21,961 +1,078%
GG
700
Gofen & Glossberg
Illinois
$6.2M +$712K +2,757 +13%