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 %
CL
701
CPWM LLC
Washington
$12M -$791K -1,989 -6%
DBT
702
Dubuque Bank & Trust
Iowa
$12M -$1.77M -4,456 -13%
KPW
703
Kore Private Wealth
New York
$11.9M +$1.64M +4,133 +16%
IC
704
Intersect Capital
California
$11.8M +$2.14M +5,378 +22%
SLF
705
Sun Life Financial
Ontario, Canada
$11.8M
GIA
706
Gladstone Institutional Advisory
Florida
$11.8M -$254K -638 -2%
TFF
707
The Family Firm
Maryland
$11.7M -$332K -835 -3%
CHA
708
Cooper/Haims Advisors
New York
$11.7M +$29.8K +75 +0.3%
SFG
709
StrategIQ Financial Group
Indiana
$11.6M +$588K +1,477 +5%
VA
710
Valmark Advisers
Ohio
$11.6M +$231K +580 +2%
NCM
711
Next Capital Management
New York
$11.5M +$135K +340 +1%
Barclays
712
Barclays
United Kingdom
$11.4M -$1.51M -3,800 -12%
FA
713
Forefront Analytics
Pennsylvania
$11.4M -$156K -392 -1%
WF
714
Williams Financial
Vermont
$11.3M -$1.19M -2,979 -10%
PI
715
PineBridge Investments
New York
$11.3M -$1.15M -2,900 -9%
FC
716
Fulcrum Capital
Washington
$11.2M +$1.7M +4,264 +18%
PEA
717
Pacific Edge Advisors
California
$11.2M -$424K -1,065 -4%
AMG
718
Asset Management Group
Connecticut
$11.2M -$21.5K -54 -0.2%
LFAS
719
Level Four Advisory Services
Texas
$11.2M -$2.42M -6,081 -18%
LFS
720
Lutz Financial Services
Nebraska
$11.2M +$109K +274 +1%
PFP
721
Pinnacle Financial Partners
Tennessee
$11.1M -$3.32M -8,505 -23%
BHWM
722
Bay Harbor Wealth Management
Maryland
$11.1M -$917K -2,304 -8%
FCA
723
FinTrust Capital Advisors
South Carolina
$11M +$880K +2,212 +9%
WB
724
Webster Bank
Connecticut
$11M
FCI
725
Financial Counselors Inc
Kansas
$10.9M +$965K +2,425 +10%