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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,250 hedge funds and large institutions have $203B invested in iShares Core S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 995 increasing their positions, 804 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,250
Holders Change
+9
Holders Change %
+0.4%
% of All Funds
39.52%
Holding in Top 10
726
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.69%
% of All Funds
12.75%
New
104
Increased
995
Reduced
804
Closed
56
Calls
$196M
Puts
$496M
Net Calls
-$300M
Net Calls Change
-$192M

Top Buyers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$1.37B
2
BlackRock
BlackRock
New York
+$1.32B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$821M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$756M
5
Franklin Resources
Franklin Resources
California
+$701M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$7.27B
2
Bank of America
Bank of America
North Carolina
-$6.79B
3
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$1.08B
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$915M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$282M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMBTD
751
First Midwest Bank Trust Division
Illinois
$11.7M -$835K -1,937 -7%
GAM
752
Gould Asset Management
California
$11.7M +$373K +866 +3%
CIP
753
Capital Insight Partners
Arizona
$11.7M +$784K +1,819 +7%
AL
754
ADE LLC
Maryland
$11.6M +$363K +843 +3%
CMO
755
Covenant Multifamily Offices
Texas
$11.6M -$122K -281 -1%
FFN
756
Focus Financial Network
Minnesota
$11.6M +$1.95M +4,530 +20%
Lido Advisors
757
Lido Advisors
California
$11.5M +$1.18M +2,732 +11%
MNBTD
758
Moody National Bank Trust Division
Texas
$11.4M – – –
WB
759
Webster Bank
Connecticut
$11.4M -$525K -1,218 -4%
AIM
760
Acropolis Investment Management
Missouri
$11.3M -$225K -649 -2%
CTA
761
Chesley Taft & Associates
Illinois
$11.3M -$229K -532 -2%
PCM
762
Parsons Capital Management
Rhode Island
$11.2M +$247K +574 +2%
SFG
763
Snider Financial Group
Washington
$11.2M +$177K +383 +2%
TF
764
Trek Financial
Arizona
$11.2M +$1.14M +2,641 +11%
PGWM
765
Parisi Gray Wealth Management
New Jersey
$11.2M -$253K -580 -2%
GG
766
Gofen & Glossberg
Illinois
$11.2M +$45.2K +105 +0.4%
HIA
767
Harbor Investment Advisory
Maryland
$11.1M -$276K -641 -2%
GWM
768
Gray Wealth Management
Maine
$11.1M +$240K +557 +2%
KW
769
KWB Wealth
California
$11.1M -$493K -1,145 -4%
PA
770
PSI Advisors
Florida
$11.1M +$194K +451 +2%
TNB
771
Thomasville National Bank
Georgia
$11M +$145K +337 +1%
PFG
772
Pacific Financial Group
Washington
$10.9M +$633K +1,470 +6%
WA
773
Waverly Advisors
Alabama
$10.9M -$48K -103 -0.4%
FA
774
FDx Advisors
Illinois
$10.9M +$278K +645 +3%
Koshinski Asset Management
775
Koshinski Asset Management
Illinois
$10.8M -$427K -992 -4%
29 30
31
32 33