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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,241 hedge funds and large institutions have $204B invested in iShares Core S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 983 increasing their positions, 828 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,241
Holders Change
+43
Holders Change %
+1.96%
% of All Funds
39.12%
Holding in Top 10
721
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.69%
% of All Funds
12.59%
New
128
Increased
983
Reduced
828
Closed
55
Calls
$124M
Puts
$232M
Net Calls
-$108M
Net Calls Change
-$164M

Top Buyers

1
USAA
United Services Automobile Association
Texas
+$1.34B
2
Victory Capital Management
Victory Capital Management
Texas
+$1.31B
3
Squarepoint
Squarepoint
New York
+$1.09B
4
CS
Credit Suisse
Switzerland
+$847M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$635M

Top Sellers

1
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$3.04B
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$774M
3
Wells Fargo
Wells Fargo
California
-$704M
4
FCAS
First Command Advisory Services
Texas
-$428M
5
NB
Norinchukin Bank
Japan
-$420M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
801
TFO Wealth Partners
Ohio
$10M -$5.15K -12 -0.1%
EK
802
Evensky & Katz
Florida
$10M -$42.1K -98 -0.4%
PCA
803
Providence Capital Advisors
North Carolina
$10M +$301K +700 +3%
TF
804
Trek Financial
Arizona
$10M +$822K +1,912 +9%
MWM
805
Merriman Wealth Management
Washington
$10M -$951K -2,212 -9%
MSFS
806
Main Street Financial Solutions
Pennsylvania
$9.94M -$12.5K -29 -0.1%
DWM
807
Defined Wealth Management
Oregon
$9.94M +$189K +439 +2%
LWP
808
Lumature Wealth Partners
Georgia
$9.93M +$233K +543 +2%
SS
809
Sunbelt Securities
Texas
$9.91M +$1.76M +4,062 +22%
BU
810
BBVA USA
Alabama
$9.9M +$9.9M +23,028 New
BFEC
811
Benjamin F. Edwards & Company
Missouri
$9.84M +$184K +427 +2%
CCP
812
Corient Capital Partners
California
$9.84M -$28.8K -67 -0.3%
FC
813
Fusion Capital
South Carolina
$9.82M -$33.5K -78 -0.3%
SWM
814
SigFig Wealth Management
California
$9.79M +$1.54M +3,571 +19%
NCM
815
Novare Capital Management
North Carolina
$9.74M +$287K +667 +3%
FFC
816
Fure Financial Corporation
Minnesota
$9.71M +$9.71M +22,581 New
PCA
817
Peddock Capital Advisors
Massachusetts
$9.66M +$33K +75 +0.3%
WP
818
WealthPLAN Partners
Nebraska
$9.6M +$68.6K +154 +0.7%
FFN
819
Focus Financial Network
Minnesota
$9.58M -$80K -186 -0.8%
SAM
820
Smithbridge Asset Management
Pennsylvania
$9.52M +$9.52M +22,136 New
NNP
821
Nachman Norwood & Parrott
South Carolina
$9.39M -$203K -473 -2%
WPW
822
Waldron Private Wealth
Pennsylvania
$9.34M -$60.6K -141 -0.6%
Fiera Capital (Canada)
823
Fiera Capital (Canada)
Quebec, Canada
$9.24M -$291K -678 -3%
TW
824
Transform Wealth
Colorado
$9.23M -$11.1M -25,904 -55%
AA
825
Argent Advisors
Louisiana
$9.22M -$92.9K -216 -1%
31 32
33
34 35