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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,889 hedge funds and large institutions have $128B invested in iShares Core S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 707 increasing their positions, 832 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,889
Holders Change
+65
Holders Change %
+3.56%
% of All Funds
38.83%
Holding in Top 10
622
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.14%
% of All Funds
12.79%
New
147
Increased
707
Reduced
832
Closed
68
Calls
$121M
Puts
$72M
Net Calls
+$48.8M
Net Calls Change
+$53.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.23B
2
PPFA
Provida Pension Fund Administrator
Chile
+$659M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$504M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$492M
5
Charles Schwab
Charles Schwab
California
+$486M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$1.46B
2
PPA
Parametric Portfolio Associates
Washington
-$921M
3
Osaic Holdings
Osaic Holdings
Arizona
-$848M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$812M
5
Korea Investment Corp
Korea Investment Corp
South Korea
-$636M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
726
WealthPLAN Partners
Nebraska
$7M -$60.9K -180 -0.9%
WJWM
727
Williams Jones Wealth Management
New York
$7M -$228K -735 -3%
Calamos Advisors
728
Calamos Advisors
Illinois
$6.99M -$697K -2,251 -9%
PCA
729
Peddock Capital Advisors
Massachusetts
$6.98M +$265K +856 +4%
GRP
730
Global Retirement Partners
California
$6.96M -$270K -872 -4%
LWCFA
731
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.87M -$526K -1,700 -7%
RRC
732
Relaxing Retirement Coach
Massachusetts
$6.78M -$2.43M -7,832 -26%
LIM
733
Leavell Investment Management
Alabama
$6.77M – – –
RWA
734
River Wealth Advisors
Pennsylvania
$6.75M +$2.99M +9,640 +79%
FC
735
Fusion Capital
South Carolina
$6.74M -$98.2K -317 -1%
IC
736
Intersect Capital
California
$6.74M +$137K +441 +2%
FC
737
Fulcrum Capital
Washington
$6.7M -$3.52M -11,370 -34%
PCA
738
Providence Capital Advisors
North Carolina
$6.7M -$958K -3,093 -13%
Lido Advisors
739
Lido Advisors
California
$6.65M +$566K +1,828 +9%
FCA
740
FinTrust Capital Advisors
South Carolina
$6.56M -$303K -977 -4%
HSA
741
HBK Sorce Advisory
Pennsylvania
$6.56M +$1.2M +3,885 +22%
UCMOK
742
United Capital Management of KS
Kansas
$6.54M -$1.18M -3,813 -15%
GL
743
Graypoint LLC
New York
$6.54M +$1.51M +4,862 +30%
CMO
744
Covenant Multifamily Offices
Texas
$6.53M +$479K +1,546 +8%
JWM
745
Jackson Wealth Management
Florida
$6.49M +$2M +6,453 +45%
FA
746
Forefront Analytics
Pennsylvania
$6.46M +$1.76M +5,686 +38%
VWM
747
Venturi Wealth Management
Texas
$6.4M -$73.4K -237 -1%
BFEC
748
Benjamin F. Edwards & Company
Missouri
$6.34M +$929 +3 +0%
ATPW
749
Ashton Thomas Private Wealth
Arizona
$6.33M -$345K -1,113 -5%
TI
750
Truepoint Inc
Ohio
$6.29M -$466K -1,504 -7%
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