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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.

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
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.87B
2
BlackRock
2
BlackRock
New York
$27.7B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.24B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.59B
5
Franklin Resources
5
Franklin Resources
California
$1.29B

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$16.5M
2
Bank of America
2
Bank of America
North Carolina
$12.8B
3
IMCOOI
3
Investment Management Corp of Ontario (IMCO)
Canada
$246M
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$1.32B
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$268M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$629M +$35.4M +82,110 +6%
HWA
52
Heritage Wealth Advisors
Virginia
$623M -$1.08M -2,499 -0.2%
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$621M +$43M +99,878 +7%
PPA
54
Parametric Portfolio Associates
Washington
$612M -$59.9M -138,998 -9%
HighTower Advisors
55
HighTower Advisors
Illinois
$584M +$321M +744,445 +122%
RFC
56
Regions Financial Corp
Alabama
$581M -$10.9M -25,353 -2%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$580M +$10.1M +23,495 +2%
V
58
Veritable
Delaware
$561M +$3.44M +7,996 +0.6%
FHB
59
First Hawaiian Bank
Hawaii
$556M +$10.3M +23,887 +2%
RJA
60
Raymond James & Associates
Florida
$525M +$3.15M +7,308 +0.6%
SAM
61
Simplify Asset Management
Nevada
$509M +$101M +234,152 +25%
PFO
62
Pathstone Family Office
New Jersey
$505M -$4.06M -9,414 -0.8%
AG
63
AIA Group
Hong Kong
$502M +$53.5M +124,138 +12%
JIC
64
Johnson Investment Counsel
Ohio
$488M +$1.75M +4,063 +0.4%
Bessemer Group
65
Bessemer Group
New Jersey
$487M +$16.2M +37,539 +3%
WANY
66
Wealthspire Advisors (New York)
New York
$482M +$22.3M +51,715 +5%
M&T Bank
67
M&T Bank
New York
$480M +$13.1M +30,340 +3%
PAS
68
Park Avenue Securities
New York
$444M +$131K +305 +0%
CAM
69
Cresset Asset Management
Illinois
$442M +$9.68M +22,467 +2%
CIA
70
Choate Investment Advisors
Massachusetts
$432M -$45.5M -105,667 -10%
MML Investors Services
71
MML Investors Services
Massachusetts
$424M +$44.6M +103,494 +12%
Charles Schwab
72
Charles Schwab
California
$421M -$33.2M -77,139 -7%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$407M -$13.3M -30,970 -3%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$405M +$27.9M +64,822 +7%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$398M -$19.4M -44,940 -5%
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