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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 %
PFP
726
Pinnacle Financial Partners
Tennessee
$12.3M +$31.4K +73 +0.3%
PWA
727
Pinnacle Wealth Advisors
Tennessee
$12.3M +$12.3M +28,605 New
CBFP
728
Cedar Brook Financial Partners
Ohio
$12.3M +$819K +1,904 +7%
CHA
729
Cooper/Haims Advisors
New York
$12.3M -$347K -807 -3%
FA
730
Forefront Analytics
Pennsylvania
$12.2M -$63.2K -147 -0.5%
EFSCE
731
Enterprise Financial Services Corp (EFSC)
Missouri
$12.2M -$1.57M -3,655 -11%
GRP
732
Global Retirement Partners
California
$12.2M +$475K +1,104 +4%
SF
733
Summit Financial
New Jersey
$12.2M +$3.42M +7,951 +39%
SFG
734
Sovereign Financial Group
Connecticut
$12.1M – – –
GIA
735
Gladstone Institutional Advisory
Florida
$12.1M -$587K -1,365 -5%
FPFS
736
First Personal Financial Services
North Carolina
$12.1M +$615K +1,430 +5%
WAP
737
Wealthcare Advisory Partners
Pennsylvania
$12.1M +$348K +810 +3%
AF
738
Allworth Financial
California
$12.1M +$5.41M +12,593 +82%
LA
739
Latitude Advisors
Florida
$12M +$3.67M +8,537 +44%
LFS
740
Lutz Financial Services
Nebraska
$12M -$110K -257 -0.9%
FC
741
Fulcrum Capital
Washington
$12M -$187K -435 -2%
TC
742
Trilogy Capital
California
$11.9M +$864K +1,967 +8%
FAIM
743
Financial Advocates Investment Management
Washington
$11.9M -$1.28M -2,972 -10%
WFA
744
Wellspring Financial Advisors
Ohio
$11.9M -$2.05M -4,780 -15%
CSM
745
CAMG Solamere Management
North Carolina
$11.9M +$274K +638 +2%
GBT
746
Grove Bank & Trust
Florida
$11.9M +$98K +228 +0.8%
WB
747
Webster Bank
Connecticut
$11.9M – – –
AMG
748
Asset Management Group
Connecticut
$11.9M -$269K -626 -2%
AHC
749
Anderson Hoagland & Co
Missouri
$11.8M -$1.78M -4,150 -13%
DT
750
Diversified Trust
Tennessee
$11.8M +$4.73K +11 +0%
28 29
30
31 32