IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,657 hedge funds and large institutions have $124B invested in iShares Core S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 700 increasing their positions, 616 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+31
Holders Change %
+1.91%
% of All Funds
36.39%
Holding in Top 10
540
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+2.66%
% of All Funds
11.86%
New
87
Increased
700
Reduced
616
Closed
42
Calls
$84.2M
Puts
$45.3M
Net Calls
+$39M
Net Calls Change
-$5.16M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.35B
2
BlackRock
BlackRock
New York
+$1.75B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$626M
4
Wells Fargo
Wells Fargo
California
+$478M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$475M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$987M
2
JRP
Jasper Ridge Partners
California
-$527M
3
USAA
United Services Automobile Association
Texas
-$470M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$370M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBT
751
Montecito Bank & Trust
California
$4.67M +$173K +580 +4%
EK
752
Evensky & Katz
Florida
$4.63M +$714K +2,391 +18%
GBT
753
Grove Bank & Trust
Florida
$4.61M -$57.9K -194 -1%
MI
754
Moneywise Inc
Virginia
$4.6M +$31K +104 +0.7%
BAS
755
Brown Advisory Securities
Maryland
$4.58M -$233K -779 -5%
MCM
756
Maryland Capital Management
Maryland
$4.57M -$80.6K -270 -2%
P3I
757
Progeny 3 Inc
Washington
$4.57M +$2.06M +6,900 +82%
DC
758
Davenport & Co
Virginia
$4.55M -$103K -349 -2%
AWM
759
Avior Wealth Management
Nebraska
$4.54M +$507K +1,699 +13%
BA
760
Bristlecone Advisors
Washington
$4.53M +$389K +1,304 +9%
TW
761
Transform Wealth
Colorado
$4.52M -$153K -512 -3%
APCM
762
Alaska Permanent Capital Management
Alaska
$4.52M +$451K +1,511 +11%
AWA
763
Alaska Wealth Advisors
Alaska
$4.52M +$1.6M +5,360 +55%
NNP
764
Nachman Norwood & Parrott
South Carolina
$4.48M +$30.5K +102 +0.7%
WA
765
Winfield Associates
Ohio
$4.48M +$2.75M +9,215 +159%
CA
766
Continuum Advisory
Idaho
$4.44M -$506K -1,717 -10%
FNBOSM
767
First National Bank of South Miami
Florida
$4.44M – – –
CCM
768
Condor Capital Management
New Jersey
$4.42M -$242K -810 -5%
LA
769
Legacy Advisors
Pennsylvania
$4.41M +$40.3K +135 +0.9%
FFS
770
Founders Financial Securities
Maryland
$4.4M +$241K +806 +6%
HIMCH
771
Hartford Investment Management Co (HIMCO)
Connecticut
$4.38M +$4.05M +13,575 +1,223%
WP
772
WMS Partners
Maryland
$4.38M -$10.2K -34 -0.2%
CPIG
773
Chicago Partners Investment Group
Illinois
$4.37M +$358K +1,184 +9%
RIM
774
Redwood Investment Management
Arizona
$4.37M +$53.7K +180 +1%
CCM
775
Canal Capital Management
Virginia
$4.34M +$32.2K +108 +0.7%
29 30
31
32 33