IVV icon

iShares Core S&P 500 ETF

1,907 hedge funds and large institutions have $135B invested in iShares Core S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 324 funds opening new positions, 775 increasing their positions, 596 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,907
Holders Change
+250
Holders Change %
+15.09%
% of All Funds
37.66%
Holding in Top 10
630
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+16.67%
% of All Funds
12.44%
New
324
Increased
775
Reduced
596
Closed
45
Calls
$91.8M
Puts
$30.5M
Net Calls
+$61.3M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LP
726
LGL Partners
Pennsylvania
$7.06M -$913K -2,826 -11%
HSWM
727
Hubbell Strickland Wealth Management
Louisiana
$7.04M +$243K +752 +4%
MWA
728
Meridian Wealth Advisors
Texas
$7.04M +$341K +1,055 +5%
IB
729
Intrust Bank
Kansas
$7.03M +$702K +2,171 +11%
SG
730
StoneX Group
New York
$7.01M +$4.56M +14,114 +186%
CI
731
Cavalier Investments
Georgia
$7M -$84.4K -261 -1%
State Street
732
State Street
Massachusetts
$6.96M +$6.96M +21,539 New
VWM
733
Venturi Wealth Management
Texas
$6.96M -$837K -2,591 -11%
ATPW
734
Ashton Thomas Private Wealth
Arizona
$6.96M +$5.86M +18,144 +536%
NS
735
NewDay Solutions
New Hampshire
$6.95M -$3M -9,291 -30%
CP
736
CornerStone Partners
Virginia
$6.94M +$6.94M +21,480 New
WP
737
WealthPLAN Partners
Nebraska
$6.94M -$109K -322 -2%
PCA
738
Peddock Capital Advisors
Massachusetts
$6.91M +$22.6K +70 +0.3%
CC
739
Copperleaf Capital
North Carolina
$6.89M +$6.89M +21,316 New
CTA
740
Chesley Taft & Associates
Illinois
$6.87M +$572K +1,770 +9%
GG
741
Gofen & Glossberg
Illinois
$6.86M +$308K +954 +5%
ZIG
742
Zurich Insurance Group
Switzerland
$6.83M -$5.31M -16,457 -44%
SFA
743
Sequoia Financial Advisors
Ohio
$6.81M +$48.8K +151 +0.7%
BRWM
744
B. Riley Wealth Management
Tennessee
$6.81M +$254K +787 +4%
BOS
745
Bank of Stockton
California
$6.8M -$29.1K -90 -0.4%
BFEC
746
Benjamin F. Edwards & Company
Missouri
$6.78M +$3.88K +12 +0.1%
VWA
747
VERITY Wealth Advisors
United States
$6.77M +$323 +1 +0%
Cetera Investment Advisers
748
Cetera Investment Advisers
Illinois
$6.75M +$244K +753 +4%
HSA
749
HBK Sorce Advisory
Pennsylvania
$6.71M -$301K -932 -4%
PCA
750
Providence Capital Advisors
North Carolina
$6.7M -$138K -428 -2%