IVV icon

iShares Core S&P 500 ETF

2,601 hedge funds and large institutions have $243B invested in iShares Core S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 1,106 increasing their positions, 757 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,601
Holders Change
+351
Holders Change %
+15.6%
% of All Funds
40.17%
Holding in Top 10
858
Holding in Top 10 Change
+132
Holding in Top 10 Change %
+18.18%
% of All Funds
13.25%
New
450
Increased
1,106
Reduced
757
Closed
57
Calls
$150M
Puts
$803M
Net Calls
-$653M
Net Calls Change
-$354M
Name Holding Trade Value Shares
Change
Shares
Change %
MPW
676
MA Private Wealth
California
$19.2M -$831K -1,742 -4%
FFBTD
677
First Financial Bank - Trust Division
Ohio
$19M +$628K +1,317 +3%
EBA
678
Eagle Bay Advisors
New York
$19M -$1.08M -2,222 -5%
CAAM
679
Cornerstone Advisors Asset Management
Pennsylvania
$18.9M +$18.9M +39,641 New
WSFS
680
Wilmington Savings Fund Society
Delaware
$18.9M -$695K -1,458 -4%
DJYG
681
David J. Yvars Group
Florida
$18.8M -$22.9K -48 -0.1%
FNT
682
First National Trust
Pennsylvania
$18.8M -$820K -1,720 -4%
SAM
683
Silverhawk Asset Management
Arizona
$18.8M +$18.8M +39,406 New
HF
684
Halpern Financial
Virginia
$18.8M +$948K +1,987 +5%
GSWM
685
Greenup Street Wealth Management
Michigan
$18.8M +$18.8M +39,311 New
KFS
686
Kelly Financial Services
Massachusetts
$18.7M +$395K +829 +2%
MWM
687
Modera Wealth Management
New Jersey
$18.7M -$1.01M -2,121 -5%
SXL
688
Summit X LLC
Missouri
$18.7M +$1.3M +2,717 +7%
WG
689
Welch Group
Alabama
$18.7M +$14.9M +31,138 +389%
CCFM
690
Clear Creek Financial Management
Washington
$18.6M -$1.55M -3,259 -8%
FCM
691
Fourpath Capital Management
Oklahoma
$18.6M +$18.6M +38,924 New
FIA
692
Foundations Investment Advisors
Arizona
$18.6M +$1.14M +2,418 +7%
HWM
693
HB Wealth Management
Georgia
$18.6M +$18.6M +38,898 New
HI
694
Harbour Investments
Wisconsin
$18.5M -$16.2M -33,945 -47%
VWA
695
VERITY Wealth Advisors
United States
$18.3M -$985K -2,065 -5%
GG
696
GenWealth Group
New Jersey
$18.3M -$133K -279 -0.7%
RA
697
RFG Advisory
Alabama
$18.3M -$978K -2,050 -5%
PPWM
698
PFG Private Wealth Management
Florida
$18.2M -$1.8M -3,767 -9%
SWM
699
SigFig Wealth Management
California
$18.2M +$4.62M +13,273 +34%
TPCW
700
TD Private Client Wealth
New York
$18.2M -$280K -586 -2%