IVV icon

iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CFO
776
CVA Family Office
Colorado
$10.8M -$1.32M -3,930 -11%
MAM
777
Madison Asset Management
Wisconsin
$10.8M +$2.51M +5,831 +30%
LA
778
LVW Advisors
New York
$10.7M +$1.72K +4 +0%
PNC
779
Park National Corp
Ohio
$10.7M -$13.8K -32 -0.1%
BU
780
BBVA USA
Alabama
$10.7M +$784K +1,819 +8%
NCM
781
Novare Capital Management
North Carolina
$10.7M +$921K +2,137 +9%
CCM
782
Canal Capital Management
Virginia
$10.7M +$421K +978 +4%
SCP
783
Silverleafe Capital Partners
Tennessee
$10.7M +$503K +1,167 +5%
AF
784
Apexium Financial
Texas
$10.5M +$164K +381 +2%
LWP
785
Lumature Wealth Partners
Georgia
$10.5M +$501K +1,162 +5%
PWP
786
Personal Wealth Partners
Minnesota
$10.4M -$319K -740 -3%
PEA
787
Pacific Edge Advisors
California
$10.4M -$258K -600 -2%
DWM
788
Defined Wealth Management
Oregon
$10.4M +$439K +1,018 +4%
PGA
789
Portland Global Advisors
Maine
$10.4M +$3.97M +9,219 +62%
VHAM
790
Van Hulzen Asset Management
California
$10.4M +$141K +328 +1%
HNW
791
High Note Wealth
Minnesota
$10.4M +$2.15K +5 +0%
MBT
792
Montecito Bank & Trust
California
$10.3M +$2.71M +6,289 +36%
WDG
793
Wealth Dimensions Group
Ohio
$10.3M -$200K -464 -2%
BFEC
794
Benjamin F. Edwards & Company
Missouri
$10.2M +$334K +776 +3%
EA
795
Elm Advisors
California
$10.2M -$193K -448 -2%
PIMG
796
Patriot Investment Management Group
Tennessee
$10.1M -$18.5K -43 -0.2%
WF
797
Williams Financial
Vermont
$10.1M -$1.52M -3,536 -13%
WP
798
WealthPLAN Partners
Nebraska
$10.1M -$20.2K -43 -0.2%
PCA
799
Providence Capital Advisors
North Carolina
$10.1M +$31.5K +73 +0.3%
TWP
800
TFO Wealth Partners
Ohio
$10.1M