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 %
LWCFA
801
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.62M -$1.83M -5,454 -25%
PMFA
802
Plante Moran Financial Advisors
Michigan
$5.62M +$529K +1,574 +10%
GWMIA
803
Global Wealth Management Investment Advisory
Florida
$5.61M +$66.5K +198 +1%
CRCM
804
Corbett Road Capital Management
Virginia
$5.6M -$598K -1,778 -10%
JFA
805
JNBA Financial Advisors
Minnesota
$5.6M -$152K -453 -3%
AAM
806
Aureus Asset Management
Massachusetts
$5.57M -$1.1M -3,276 -17%
CCP
807
Corient Capital Partners
California
$5.5M -$95.4K -284 -2%
RG
808
Retirement Group
California
$5.49M +$702K +2,090 +15%
SB
809
Simmons Bank
Arkansas
$5.44M -$58.8K -175 -1%
OCM
810
One Capital Management
California
$5.41M -$60.2K -179 -1%
RIM
811
Rockbridge Investment Management
New York
$5.41M -$25.2K -75 -0.5%
MI
812
Moneywise Inc
Virginia
$5.4M +$21.5K +64 +0.4%
American Century Companies
813
American Century Companies
Missouri
$5.38M +$2.55M +7,600 +90%
BAM
814
Baldrige Asset Management
Pennsylvania
$5.38M -$123K -365 -2%
RWA
815
Redhawk Wealth Advisors
Minnesota
$5.37M -$89.4K -266 -2%
RIA
816
Regal Investment Advisors
Michigan
$5.35M -$29.5M -87,853 -85%
LWP
817
Legacy Wealth Partners
California
$5.35M -$795K -2,367 -13%
WCM
818
Wealthcare Capital Management
Virginia
$5.32M +$1.24M +3,692 +30%
GCA
819
Greenwood Capital Associates
South Carolina
$5.31M +$1.57M +4,664 +42%
KIA
820
KCM Investment Advisors
California
$5.31M -$1.37M -4,062 -20%
CC
821
Copperleaf Capital
North Carolina
$5.27M -$346K -1,029 -6%
GFS
822
GYL Financial Synergies
Connecticut
$5.27M -$105K -312 -2%
COF
823
Capital One Financial
Virginia
$5.25M -$2.56M -7,606 -33%
LSA
824
Lion Street Advisors
Texas
$5.22M +$3.94M +11,673 +307%
CC
825
Chicago Capital
Illinois
$5.2M +$60.5K +180 +1%
31 32
33
34 35