IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,932 hedge funds and large institutions have $145B invested in iShares Core S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 706 increasing their positions, 847 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,932
Holders Change
+43
Holders Change %
+2.28%
% of All Funds
39.09%
Holding in Top 10
624
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.32%
% of All Funds
12.62%
New
116
Increased
706
Reduced
847
Closed
49
Calls
$160M
Puts
$96.4M
Net Calls
+$64M
Net Calls Change
+$15.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.91B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$712M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$673M
4
BlackRock
BlackRock
New York
+$343M
5
Osaic Holdings
Osaic Holdings
Arizona
+$254M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$559M
2
PPFA
Provida Pension Fund Administrator
Chile
-$472M
3
BA
Bridgewater Associates
Connecticut
-$353M
4
PPA
Parametric Portfolio Associates
Washington
-$305M
5
Wells Fargo
Wells Fargo
California
-$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
Calamos Advisors
751
Calamos Advisors
Illinois
$6.85M -$730K -2,172 -10%
Treasurer of the State of North Carolina
752
Treasurer of the State of North Carolina
North Carolina
$6.85M +$2.57M +7,643 +60%
SI
753
Stephens Inc
Arkansas
$6.82M +$2.15M +6,397 +46%
ATPW
754
Ashton Thomas Private Wealth
Arizona
$6.81M -$59.8K -178 -0.9%
TI
755
Truepoint Inc
Ohio
$6.81M -$9.41K -28 -0.1%
BFEC
756
Benjamin F. Edwards & Company
Missouri
$6.77M -$109K -325 -2%
SDAM
757
Shulman DeMeo Asset Management
New York
$6.66M -$66.9K -199 -1%
FIM
758
Fernwood Investment Management
Massachusetts
$6.64M -$22.2K -66 -0.3%
FC
759
Ferris Capital
Massachusetts
$6.63M +$120K +357 +2%
NCM
760
Novare Capital Management
North Carolina
$6.6M +$216K +642 +3%
TCM
761
Telos Capital Management
California
$6.57M +$27.9K +83 +0.4%
PFGIA
762
Patriot Financial Group Insurance Agency
Massachusetts
$6.57M -$76K -226 -1%
JIR
763
James Investment Research
Ohio
$6.55M -$56.5K -168 -0.9%
DW
764
Domani Wealth
Pennsylvania
$6.53M +$3.7K +11 +0.1%
JSL
765
JT Stratford LLC
Georgia
$6.52M +$2.15M +6,474 +49%
AA
766
Argent Advisors
Louisiana
$6.39M +$251K +748 +4%
BWA
767
BlueSky Wealth Advisors
North Carolina
$6.38M +$741K +2,108 +13%
SCP
768
Silverleafe Capital Partners
Tennessee
$6.36M -$4.38M -13,036 -41%
LSAG
769
Lake Street Advisors Group
New Hampshire
$6.34M -$54.8K -163 -0.9%
LAS
770
Lloyd Advisory Services
Georgia
$6.31M +$605K +1,799 +11%
PCA
771
Personal Capital Advisors
California
$6.3M +$2.28M +6,791 +57%
TC
772
Telemus Capital
Michigan
$6.3M +$1.06M +3,029 +20%
HT
773
Heritage Trust
Oklahoma
$6.28M +$208K +620 +3%
BAS
774
Brown Advisory Securities
Maryland
$6.23M +$47.1K +140 +0.8%
GVAG
775
Great Valley Advisor Group
Delaware
$6.16M -$197K -586 -3%
29 30
31
32 33