IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,250 hedge funds and large institutions have $203B invested in iShares Core S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 995 increasing their positions, 804 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,250
Holders Change
+9
Holders Change %
+0.4%
% of All Funds
39.52%
Holding in Top 10
726
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.69%
% of All Funds
12.75%
New
104
Increased
995
Reduced
804
Closed
56
Calls
$196M
Puts
$496M
Net Calls
-$300M
Net Calls Change
-$192M

Top Buyers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$1.37B
2
BlackRock
BlackRock
New York
+$1.32B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$821M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$756M
5
Franklin Resources
Franklin Resources
California
+$701M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$7.27B
2
Bank of America
Bank of America
North Carolina
-$6.79B
3
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$1.08B
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$915M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$282M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
701
Choreo LLC
Illinois
$13.9M +$38.3K +89 +0.3%
NFG
702
Nations Financial Group
Iowa
$13.8M +$11.2M +26,038 +438%
FCA
703
FLC Capital Advisors
California
$13.7M -$31K -72 -0.2%
WQ
704
Wealth Quarterback
New Jersey
$13.7M +$8.35M +60,649 +156%
IC
705
Intersect Capital
California
$13.7M +$811K +1,883 +6%
FC
706
Fulcrum Capital
Washington
$13.7M +$1.67M +3,870 +14%
OWA
707
Outlook Wealth Advisors
Texas
$13.6M +$59K +137 +0.4%
CAS
708
Cascadia Advisory Services
Oregon
$13.6M -$2.77M -6,437 -17%
VA
709
Valmark Advisers
Ohio
$13.6M +$918K +2,130 +7%
ST
710
Sageworth Trust
Pennsylvania
$13.6M -$3.02K -7 -0%
HI
711
Horizon Investments
North Carolina
$13.6M -$13.9M -32,288 -51%
EA
712
Efficient Advisors
Ohio
$13.4M -$5.25M -12,179 -28%
BFG
713
Barber Financial Group
Kansas
$13.4M +$8.01M +18,590 +150%
FC
714
Ferris Capital
Massachusetts
$13.2M +$13.2M +28,426 New
SF
715
Summit Financial
New Jersey
$13.2M +$928K +2,154 +8%
MWA
716
Motive Wealth Advisors
Michigan
$13.1M -$526K -1,221 -4%
RIM
717
Rakuten Investment Management
Japan
$13M +$305K +700 +2%
PGFC
718
Peapack-Gladstone Financial Corp
New Jersey
$13M -$59.9K -139 -0.5%
BRM
719
Boston Research & Management
Massachusetts
$13M -$13.8K -32 -0.1%
SFG
720
StrategIQ Financial Group
Indiana
$13M +$349K +810 +3%
TFF
721
The Family Firm
Maryland
$13M -$323K -712 -2%
PFP
722
Pinnacle Financial Partners
Tennessee
$12.9M +$592K +1,374 +5%
SFA
723
Source Financial Advisors
New York
$12.9M -$67.6K -157 -0.5%
JHCP
724
Jackson Hole Capital Partners
Oklahoma
$12.9M -$353K -820 -3%
SLF
725
Sun Life Financial
Ontario, Canada
$12.7M – – –
27 28
29
30 31