IVV icon

iShares Core S&P 500 ETF

932 hedge funds and large institutions have $39.9B invested in iShares Core S&P 500 ETF in 2016 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 388 increasing their positions, 336 reducing their positions, and 33 closing their positions.

Holders
932
Holders Change
+30
Holders Change %
+3.33%
% of All Funds
24.91%
Holding in Top 10
249
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+4.62%
% of All Funds
6.65%
New
72
Increased
388
Reduced
336
Closed
33
Calls
$58.5M
Puts
$15.5M
Net Calls
+$43M
Net Calls Change
+$17.7M
Name Market Value Shares Shares
Change
Shares
Change %
WAP
901
Wealthcare Advisory Partners
Pennsylvania
$51K 241 +241 New
EWM
902
Edge Wealth Management
New York
$46K 220
MCM
903
Manchester Capital Management
Vermont
$45K 212
Victory Capital Management
904
Victory Capital Management
Texas
$45K 212 +212 New
BIG
905
Bellwether Investment Group
Tennessee
$38K 181 +181 New
NC
906
NewSquare Capital
Pennsylvania
$31K 145
ATC
907
Adirondack Trust Company
New York
$25K 119 +119 New
SFPM
908
Sensible Financial Planning & Management
Massachusetts
$23K 111
AWM
909
AllSquare Wealth Management
New York
$21K 100
M
910
MOTCO
Texas
$21K 101
AA
911
AlphaMark Advisors
Kentucky
$21K 100
BAM
912
Barrett Asset Management
New York
$21K 100
AP
913
Atwood & Palmer
Missouri
$18K 85
JCM
914
Jacobi Capital Management
Pennsylvania
$17K 80 +80 New
TCM
915
Tradewinds Capital Management
Washington
$12K 57
MAM
916
Meeder Asset Management
Ohio
$9K 41
AFIA
917
America First Investment Advisors
Nebraska
$8K 37
VCM
918
Versant Capital Management
Arizona
$6K 30
SF
919
Synovus Financial
Georgia
$6K 31
DAC
920
Dividend Assets Capital
South Carolina
$6K 29 +29 New
AIS
921
Accurate Investment Solutions
Pennsylvania
$5K 21 -213 -91%
IA
922
IndexIQ Advisors
New York
$5K 24 -3 -11%
TSW
923
Thompson Siegel & Walmsley
Virginia
$5K 25
AA
924
Apriem Advisors
California
$5K 24 +24 New
KLI
925
Kelman-Lazarov Inc
Tennessee
$4.22K 20 +20 New