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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 %
TFCP
901
Twin Focus Capital Partners
Massachusetts
$3.81M -$473K -1,527 -11%
NEGWA
902
New England Guild Wealth Advisors
Connecticut
$3.8M +$1.03M +3,324 +37%
TSS
903
Two Sigma Securities
New York
$3.8M -$103M -332,971 -96%
BFG
904
Barber Financial Group
Kansas
$3.8M +$15.2K +49 +0.4%
UIA
905
UBP Investment Advisors
Switzerland
$3.79M – – –
NPP
906
New Potomac Partners
Maryland
$3.79M -$317K -1,022 -8%
ACM
907
AlphaStar Capital Management
North Carolina
$3.76M -$1.62M -5,014 -30%
WCM
908
Wealthcare Capital Management
Virginia
$3.76M +$204K +658 +6%
PPP
909
Private Portfolio Partners
New Jersey
$3.75M -$891K -2,876 -19%
CG
910
Caprock Group
Idaho
$3.73M -$1.69M -5,459 -31%
SF
911
Synovus Financial
Georgia
$3.73M -$2.36M -7,615 -39%
SFPG
912
Stonebridge Financial Planning Group
Florida
$3.72M -$59.9K -191 -2%
PCA
913
Personal Capital Advisors
California
$3.71M -$1.5M -4,853 -29%
TA
914
Townsend & Associates
Colorado
$3.69M +$1.13M +3,654 +44%
AWS
915
AJ Wealth Strategies
New York
$3.69M -$532K -1,719 -13%
KCP
916
KDI Capital Partners
North Carolina
$3.68M -$901K -2,908 -20%
CRC
917
Curi RMB Capital
Illinois
$3.67M -$921K -2,975 -20%
MFG
918
Merit Financial Group
Georgia
$3.67M -$555K -1,791 -13%
9WM
919
9258 Wealth Management
Ohio
$3.65M +$65.3K +211 +2%
KFGK
920
Keystone Financial Group (Kentucky)
Kentucky
$3.63M +$1.2M +3,884 +50%
BMM
921
Buffington Mohr McNeal
Idaho
$3.63M +$267K +861 +8%
PGFC
922
Peapack-Gladstone Financial Corp
New Jersey
$3.62M -$127K -411 -3%
UTC
923
Unified Trust Company
Kentucky
$3.62M +$222K +718 +7%
WMA
924
Wealth Management Associates
New Jersey
$3.6M -$92.3K -298 -2%
ACA
925
Ackerman Capital Advisors
Texas
$3.59M -$713K -2,302 -17%
35 36
37
38 39