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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,241 hedge funds and large institutions have $204B invested in iShares Core S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 983 increasing their positions, 828 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,241
Holders Change
+43
Holders Change %
+1.96%
% of All Funds
39.12%
Holding in Top 10
721
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.69%
% of All Funds
12.59%
New
128
Increased
983
Reduced
828
Closed
55
Calls
$124M
Puts
$232M
Net Calls
-$108M
Net Calls Change
-$164M

Top Buyers

1
USAA
United Services Automobile Association
Texas
+$1.34B
2
Victory Capital Management
Victory Capital Management
Texas
+$1.31B
3
Squarepoint
Squarepoint
New York
+$1.09B
4
CS
Credit Suisse
Switzerland
+$847M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$635M

Top Sellers

1
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$3.04B
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$774M
3
Wells Fargo
Wells Fargo
California
-$704M
4
FCAS
First Command Advisory Services
Texas
-$428M
5
NB
Norinchukin Bank
Japan
-$420M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
701
Sageworth Trust
Pennsylvania
$13.5M -$58.5K -136 -0.4%
MWA
702
Motive Wealth Advisors
Michigan
$13.5M +$13.5M +31,514 New
OWA
703
Outlook Wealth Advisors
Texas
$13.5M -$577K -1,341 -4%
CF
704
Copperwynd Financial
Arizona
$13.5M +$13.5M +31,322 New
PCM
705
Pennsylvania Capital Management
Pennsylvania
$13.4M +$437 +1 +0%
LFAS
706
Level Four Advisory Services
Texas
$13.3M +$1.23M +2,850 +10%
NCM
707
Next Capital Management
New York
$13.3M +$921K +2,141 +7%
BHWM
708
Bay Harbor Wealth Management
Maryland
$13.2M +$1.16M +2,704 +10%
JHCP
709
Jackson Hole Capital Partners
Oklahoma
$13.2M -$134K -312 -1%
TC
710
TownSquare Capital
Utah
$13.2M +$2.04M +4,697 +18%
FPW
711
Flagship Private Wealth
Massachusetts
$13.1M -$156K -357 -1%
PGFC
712
Peapack-Gladstone Financial Corp
New Jersey
$13M -$559K -1,300 -4%
DBT
713
Dubuque Bank & Trust
Iowa
$13M – – –
BRM
714
Boston Research & Management
Massachusetts
$13M -$235K -547 -2%
SFA
715
Source Financial Advisors
New York
$12.9M -$1.62M -3,778 -11%
CL
716
CPWM LLC
Washington
$12.9M -$123K -286 -0.9%
SFA
717
Sequoia Financial Advisors
Ohio
$12.9M +$2.26M +5,250 +21%
IC
718
Intersect Capital
California
$12.8M +$89K +207 +0.7%
SLF
719
Sun Life Financial
Ontario, Canada
$12.7M – – –
VA
720
Valmark Advisers
Ohio
$12.6M +$80.8K +188 +0.6%
SFG
721
StrategIQ Financial Group
Indiana
$12.6M +$10.7K +25 +0.1%
TFF
722
The Family Firm
Maryland
$12.6M -$50.3K -117 -0.4%
RIM
723
Rakuten Investment Management
Japan
$12.5M +$730K +1,700 +6%
FMBTD
724
First Midwest Bank Trust Division
Illinois
$12.5M -$1.02M -2,379 -8%
IA
725
IFP Advisors
Florida
$12.4M +$933K +2,172 +8%
27 28
29
30 31