IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,889 hedge funds and large institutions have $128B invested in iShares Core S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 707 increasing their positions, 832 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,889
Holders Change
+65
Holders Change %
+3.56%
% of All Funds
38.83%
Holding in Top 10
622
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.14%
% of All Funds
12.79%
New
147
Increased
707
Reduced
832
Closed
68
Calls
$121M
Puts
$72M
Net Calls
+$48.8M
Net Calls Change
+$53.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.23B
2
PPFA
Provida Pension Fund Administrator
Chile
+$659M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$504M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$492M
5
Charles Schwab
Charles Schwab
California
+$486M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$1.46B
2
PPA
Parametric Portfolio Associates
Washington
-$921M
3
Osaic Holdings
Osaic Holdings
Arizona
-$848M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$812M
5
Korea Investment Corp
Korea Investment Corp
South Korea
-$636M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
826
Frontier Wealth Management
Missouri
$4.75M -$1.19M -3,831 -20%
CC
827
Chicago Capital
Illinois
$4.74M +$48.9K +158 +1%
APG
828
Abacus Planning Group
South Carolina
$4.73M -$300K -970 -6%
MCM
829
Makena Capital Management
California
$4.73M -$194K -627 -4%
FMBTD
830
First Midwest Bank Trust Division
Illinois
$4.72M -$282K -911 -6%
BOTW
831
Bank of the West
California
$4.71M -$521K -1,683 -10%
PMFA
832
Plante Moran Financial Advisors
Michigan
$4.69M -$200K -645 -4%
LI
833
LVZ Inc
Michigan
$4.66M +$2.29M +7,401 +97%
WB
834
West Bancorporation
Iowa
$4.66M +$33.1K +107 +0.7%
SMFS
835
Squar Milner Financial Services
California
$4.65M +$595K +1,922 +15%
PAM
836
Peak Asset Management
Colorado
$4.64M -$577K -1,862 -11%
FWIA
837
Fort Washington Investment Advisors
Ohio
$4.63M -$294K -950 -6%
NL
838
NEPC LLC
Massachusetts
$4.62M – – –
MC
839
Middleton & Co
Massachusetts
$4.61M -$269K -870 -6%
PCG
840
Private Capital Group
Connecticut
$4.57M +$341K +1,100 +8%
S
841
SignatureFD
Georgia
$4.56M +$213K +688 +5%
LCOV
842
London Company of Virginia
Virginia
$4.55M -$15.1M -48,777 -77%
KPW
843
Kore Private Wealth
New York
$4.53M +$743K +2,398 +20%
PWA
844
Peterson Wealth Advisors
Utah
$4.52M -$120K -388 -3%
JA
845
JVL Associates
Michigan
$4.49M -$189K -610 -4%
MCM
846
Maryland Capital Management
Maryland
$4.45M +$325K +1,050 +8%
FHC
847
First Heartland Consultants
Missouri
$4.44M -$1.18M -3,812 -21%
PWMAG
848
Pinnacle Wealth Management Advisory Group
New Jersey
$4.44M +$435K +1,404 +11%
WP
849
WMS Partners
Maryland
$4.42M – – –
WR
850
Watson Rebecca
$4.41M -$34.1K -110 -0.8%
32 33
34
35 36