IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,164 hedge funds and large institutions have $166B invested in iShares Core S&P 500 ETF in 2020 Q4 according to their latest regulatory filings, with 323 funds opening new positions, 847 increasing their positions, 734 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,164
Holders Change
+232
Holders Change %
+12.01%
% of All Funds
38.4%
Holding in Top 10
703
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+12.66%
% of All Funds
12.47%
New
323
Increased
847
Reduced
734
Closed
55
Calls
$96M
Puts
$30.8M
Net Calls
+$65.2M
Net Calls Change
+$1.29M

Top Buyers

1
Squarepoint
Squarepoint
New York
+$1.54B
2
BlackRock
BlackRock
New York
+$1.26B
3
Citadel Advisors
Citadel Advisors
Florida
+$1.23B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.02B
5
Morgan Stanley
Morgan Stanley
New York
+$492M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$10.4B
2
EMPI
Elo Mutual Pension Insurance
Finland
-$671M
3
BOI
Bank of Italy
Italy
-$558M
4
PPFA
Provida Pension Fund Administrator
Chile
-$502M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$386M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
851
BlueSky Wealth Advisors
North Carolina
$6.53M -$284K -757 -4%
SCIM
852
Spring Creek Investment Management
Pennsylvania
$6.53M -$24.3M -64,790 -79%
SC
853
Sepio Capital
Utah
$6.52M – – –
CFG
854
Cooper Financial Group
California
$6.52M +$164K +438 +3%
IFWM
855
Institute for Wealth Management
Colorado
$6.49M +$96.5K +257 +2%
EP
856
Edgestream Partners
New Jersey
$6.49M +$6.49M +17,289 New
JIR
857
James Investment Research
Ohio
$6.47M -$851K -2,267 -12%
BWP
858
Baldwin Wealth Partners
Massachusetts
$6.45M -$283K -753 -4%
SCM
859
Spreng Capital Management
Ohio
$6.44M +$5.85M +15,573 +979%
MFG
860
Merit Financial Group
Georgia
$6.44M +$746K +1,986 +13%
GFS
861
GYL Financial Synergies
Connecticut
$6.43M +$537K +1,430 +9%
HT
862
Heritage Trust
Oklahoma
$6.39M -$626K -1,668 -9%
BFG
863
Beacon Financial Group
Texas
$6.35M -$151K -395 -2%
SAS
864
Sanford Advisory Services
Michigan
$6.34M +$6.34M +16,888 New
Neuberger Berman Group
865
Neuberger Berman Group
New York
$6.34M -$174K -463 -3%
AAM
866
Aureus Asset Management
Massachusetts
$6.34M +$114K +305 +2%
PWMAG
867
Pinnacle Wealth Management Advisory Group
New Jersey
$6.29M +$514K +1,370 +9%
DT
868
Daniels + Tansey
Delaware
$6.29M +$2.44M +6,491 +63%
GWMIA
869
Global Wealth Management Investment Advisory
Florida
$6.28M +$19.9K +53 +0.3%
T
870
TRUADVICE
Florida
$6.19M -$301K -800 -5%
FNWM
871
Financial Network Wealth Management
Utah
$6.17M +$6.17M +16,441 New
OMC
872
Old Mission Capital
Illinois
$6.17M +$4.06M +10,821 +193%
JWM
873
Jackson Wealth Management
Florida
$6.14M -$611K -1,628 -9%
SWM
874
SigFig Wealth Management
California
$6.14M +$1.13M +3,012 +23%
CCP
875
Corient Capital Partners
California
$6.13M -$11.6K -31 -0.2%
33 34
35
36 37