IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,932 hedge funds and large institutions have $145B invested in iShares Core S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 706 increasing their positions, 847 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,932
Holders Change
+43
Holders Change %
+2.28%
% of All Funds
39.09%
Holding in Top 10
624
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.32%
% of All Funds
12.62%
New
116
Increased
706
Reduced
847
Closed
49
Calls
$160M
Puts
$96.4M
Net Calls
+$64M
Net Calls Change
+$15.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.91B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$712M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$673M
4
BlackRock
BlackRock
New York
+$343M
5
Osaic Holdings
Osaic Holdings
Arizona
+$254M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$559M
2
PPFA
Provida Pension Fund Administrator
Chile
-$472M
3
BA
Bridgewater Associates
Connecticut
-$353M
4
PPA
Parametric Portfolio Associates
Washington
-$305M
5
Wells Fargo
Wells Fargo
California
-$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
901
Empirical Wealth Management
Washington
$4.27M +$415K +1,235 +11%
FCT
902
Family Capital Trust
Massachusetts
$4.26M -$174K -517 -4%
SA
903
Stewardship Advisors
Pennsylvania
$4.26M +$4.26M +12,210 New
FFS
904
Founders Financial Securities
Maryland
$4.24M -$144K -429 -3%
AssetMark Inc
905
AssetMark Inc
California
$4.23M +$1.68M +5,006 +66%
BMM
906
Buffington Mohr McNeal
Idaho
$4.21M +$275K +819 +7%
NGA
907
Naples Global Advisors
Florida
$4.2M +$309K +920 +8%
MCM
908
Maryland Capital Management
Maryland
$4.2M -$623K -1,855 -13%
BIA
909
Bigelow Investment Advisors
Maine
$4.18M +$685K +2,038 +20%
BFG
910
Barber Financial Group
Kansas
$4.18M +$63.2K +188 +2%
SFPG
911
Stonebridge Financial Planning Group
Florida
$4.16M +$19.2K +55 +0.5%
NEGWA
912
New England Guild Wealth Advisors
Connecticut
$4.13M +$7.73K +23 +0.2%
UIA
913
UBP Investment Advisors
Switzerland
$4.12M – – –
TPWA
914
TRUE Private Wealth Advisors
Oregon
$4.11M -$1.28M -3,814 -24%
JWA
915
JFS Wealth Advisors
Pennsylvania
$4.1M -$460K -1,370 -10%
WP
916
WealthSource Partners
California
$4.08M +$297K +884 +8%
GP
917
Geneva Partners
Wisconsin
$4.08M +$202K +600 +5%
TFCP
918
Twin Focus Capital Partners
Massachusetts
$4.07M -$71.2K -212 -2%
PFWA
919
Paces Ferry Wealth Advisors
Georgia
$4.06M +$4.06M +12,088 New
EFS
920
Essex Financial Services
Connecticut
$4.06M +$423K +1,260 +12%
CG
921
Caprock Group
Idaho
$4.05M – – –
FNBOSM
922
First National Bank of South Miami
Florida
$4.03M -$221K -658 -5%
BWA
923
Beam Wealth Advisors
Louisiana
$4.03M +$269K +800 +7%
HFRG
924
Houlihan Financial Resource Group
Virginia
$4.03M +$4.03M +11,248 New
GCM
925
Gibraltar Capital Management
Oklahoma
$4.02M -$421K -1,254 -9%
35 36
37
38 39