IVV icon

iShares Core S&P 500 ETF

2,198 hedge funds and large institutions have $186B invested in iShares Core S&P 500 ETF in 2021 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 886 increasing their positions, 914 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,198
Holders Change
+34
Holders Change %
+1.57%
% of All Funds
38.7%
Holding in Top 10
709
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+0.85%
% of All Funds
12.48%
New
130
Increased
886
Reduced
914
Closed
72
Calls
$82.9M
Puts
$26.7M
Net Calls
+$56.3M
Net Calls Change
-$8.98M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
751
Parsons Capital Management
Rhode Island
$10.2M -$218K -549 -2%
AL
752
ADE LLC
Maryland
$10.2M +$328K +824 +3%
WB
753
WesBanco Bank
West Virginia
$10.1M +$10.1M +25,504 New
MWM
754
Merriman Wealth Management
Washington
$10.1M -$516K -1,297 -5%
TC
755
Trilogy Capital
California
$10M -$742K -1,864 -7%
PNC
756
Park National Corp
Ohio
$10M -$94.7K -238 -0.9%
GWM
757
Gray Wealth Management
Maine
$9.97M +$36.6K +92 +0.4%
EA
758
Elm Advisors
California
$9.97M -$573K -1,440 -5%
FFM
759
Fullerton Fund Management
Singapore
$9.92M -$8.04M -20,215 -45%
LA
760
LVW Advisors
New York
$9.92M -$662K -1,663 -6%
HNW
761
High Note Wealth
Minnesota
$9.92M +$47.3K +119 +0.5%
WA
762
Waverly Advisors
Alabama
$9.88M -$869K -2,085 -8%
TNB
763
TCF National Bank
South Dakota
$9.87M -$2.48M -6,235 -20%
CIP
764
Capital Insight Partners
Arizona
$9.86M +$684K +1,720 +7%
FC
765
Ferris Capital
Massachusetts
$9.85M +$1.31M +3,301 +15%
CMO
766
Covenant Multifamily Offices
Texas
$9.85M -$967K -2,431 -9%
EW
767
Element Wealth
Mississippi
$9.84M -$50.9K -128 -0.5%
GG
768
Gofen & Glossberg
Illinois
$9.83M +$283K +712 +3%
SFA
769
Sequoia Financial Advisors
Ohio
$9.82M +$195K +491 +2%
WDG
770
Wealth Dimensions Group
Ohio
$9.8M -$184K -463 -2%
MGWM
771
Marks Group Wealth Management
Minnesota
$9.69M -$4.18M -10,509 -30%
CIAS
772
CBIZ Investment Advisory Services
Ohio
$9.65M -$229K
Lido Advisors
773
Lido Advisors
California
$9.61M +$723K +1,817 +8%
Allianz Asset Management
774
Allianz Asset Management
Germany
$9.59M -$211M -531,661 -96%
PWM
775
Perigon Wealth Management
California
$9.59M +$20.3K +51 +0.2%