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 %
RG
851
Retirement Group
California
$4.41M +$4.41M +14,254 New
Two Sigma Advisers
852
Two Sigma Advisers
New York
$4.4M +$2.69M +8,700 +158%
DC
853
Davenport & Co
Virginia
$4.4M -$114K -368 -3%
HIM
854
Hanlon Investment Management
New Jersey
$4.39M -$278K -898 -6%
MWC
855
MBM Wealth Consultants
Missouri
$4.39M -$296K -955 -6%
FFG
856
Ford Financial Group
California
$4.39M +$234K +756 +6%
OFG
857
OmniStar Financial Group
North Carolina
$4.38M -$345K -1,113 -7%
CCG
858
Cypress Capital Group
Florida
$4.38M +$2.12M +6,830 +93%
KWM
859
Kingsview Wealth Management
Oregon
$4.37M +$385K +1,243 +10%
PJSIMP
860
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.35M -$451K -1,456 -9%
C
861
Clearshares
New York
$4.34M -$509K -1,665 -10%
MOACM
862
Mutual of America Capital Management
New York
$4.33M -$934K -3,015 -18%
MWP
863
MYCIO Wealth Partners
Pennsylvania
$4.31M +$8.05K +26 +0.2%
SI
864
Stephens Inc
Arkansas
$4.31M -$946K -3,053 -18%
SWA
865
Stratos Wealth Advisors
Ohio
$4.3M +$461K +1,489 +12%
AW
866
ACG Wealth
Georgia
$4.27M -$4.46M -14,393 -51%
JWA
867
JFS Wealth Advisors
Pennsylvania
$4.21M -$88.3K -285 -2%
PO
868
Private Ocean
California
$4.2M -$902K -2,914 -18%
CIR
869
Clear Investment Research
Georgia
$4.2M -$264K -852 -6%
SAM
870
Shone Asset Management
California
$4.2M -$786K -2,425 -16%
AF
871
Allworth Financial
California
$4.19M -$1.2M -3,888 -22%
CAG
872
Csenge Advisory Group
Florida
$4.18M -$406K -1,312 -9%
CFS
873
CRA Financial Services
New Jersey
$4.15M -$70.6K -228 -2%
XF
874
XML Financial
Maryland
$4.14M +$51.7K +167 +1%
BC
875
Burleson & Co
California
$4.14M -$815K -2,426 -16%
33 34
35
36 37