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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 %
NSIM
876
North Star Investment Management
Illinois
$7.73M +$356K +829 +5%
PCP
877
Proficio Capital Partners
Massachusetts
$7.72M -$62.3K -145 -0.8%
PFS
878
Prospera Financial Services
Texas
$7.71M +$244K +567 +3%
MBT
879
Montecito Bank & Trust
California
$7.59M +$2.01M +4,677 +36%
AFM
880
Andesa Financial Management
Pennsylvania
$7.58M +$831K +1,934 +12%
ICG
881
InterOcean Capital Group
Tennessee
$7.56M +$3.87K +9 +0.1%
ATPW
882
Ashton Thomas Private Wealth
Arizona
$7.55M -$57.2K -133 -0.8%
ARG
883
Advisory Resource Group
Oklahoma
$7.52M -$6.68M -15,542 -47%
Calamos Advisors
884
Calamos Advisors
Illinois
$7.52M -$1.16M -2,709 -13%
BWP
885
Baldwin Wealth Partners
Massachusetts
$7.5M -$290K -674 -4%
IC
886
Iconiq Capital
California
$7.5M -$48.6K -113 -0.6%
BWFA
887
Baltimore-Washington Financial Advisors
Maryland
$7.5M +$755K +1,756 +11%
ARC
888
Advisor Resource Council
Texas
$7.48M +$7.48M +17,400 New
MWP
889
MYCIO Wealth Partners
Pennsylvania
$7.47M +$132K +308 +2%
SC
890
Sepio Capital
Utah
$7.46M -$6.45K -15 -0.1%
GWMIA
891
Global Wealth Management Investment Advisory
Florida
$7.44M +$279K +649 +4%
PM
892
Pembroke Management
Quebec, Canada
$7.41M +$877K +2,041 +13%
HT
893
Heritage Trust
Oklahoma
$7.4M +$73.9K +172 +1%
DT
894
Daniels + Tansey
Delaware
$7.39M – – –
CAM
895
Concorde Asset Management
Michigan
$7.36M +$206K +479 +3%
GFS
896
GYL Financial Synergies
Connecticut
$7.36M -$4.3K -10 -0.1%
AIC
897
Ameritas Investment Company
Nebraska
$7.35M -$1.93M -2,944 -21%
KC
898
Kingfisher Capital
North Carolina
$7.29M +$353K +822 +5%
BWA
899
BlueSky Wealth Advisors
North Carolina
$7.28M -$128K -293 -2%
AFS
900
Axiom Financial Strategies
Indiana
$7.22M +$70.5K +164 +1%
34 35
36
37 38