IVV icon

iShares Core S&P 500 ETF

1,599 hedge funds and large institutions have $99.5B invested in iShares Core S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 719 increasing their positions, 459 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,599
Holders Change
+165
Holders Change %
+11.51%
% of All Funds
35.68%
Holding in Top 10
508
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+15.45%
% of All Funds
11.34%
New
264
Increased
719
Reduced
459
Closed
80
Calls
$46.6M
Puts
$36.8M
Net Calls
+$9.84M
Net Calls Change
-$39.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CFS
926
CRA Financial Services
New Jersey
$1.76M +$1.76M +6,979 New
MWM
927
Mascoma Wealth Management
New Hampshire
$1.75M
BDS
928
Banco de Sabadell
Florida
$1.74M +$126K +502 +8%
EWM
929
Executive Wealth Management
Michigan
$1.74M +$1.74M +6,914 New
PI
930
Parkside Investments
Illinois
$1.73M +$531K +2,110 +44%
IIC
931
Ironwood Investment Counsel
Arizona
$1.73M +$324K +1,286 +23%
SBH
932
Segall Bryant & Hamill
Illinois
$1.72M -$74K -294 -4%
AP
933
Appleton Partners
Massachusetts
$1.72M +$1.26K +5 +0.1%
CSIC
934
Clifford Swan Investment Counsel
California
$1.72M +$1.48M +5,885 +630%
PFM
935
Parsec Financial Management
North Carolina
$1.71M -$16.6K -66 -1%
AWA
936
Alaska Wealth Advisors
Alaska
$1.71M +$1.71M +6,792 New
CWM
937
Centric Wealth Management
Illinois
$1.7M +$1.7M +6,765 New
JSL
938
JT Stratford LLC
Georgia
$1.7M +$17.6K +70 +1%
KF
939
Krilogy Financial
Missouri
$1.7M +$10.1K +40 +0.6%
SBWM
940
Sunflower Bank Wealth Management
Arizona
$1.68M +$93.1K +370 +6%
NIC
941
Northwest Investment Counselors
Oregon
$1.68M +$146K +580 +10%
CDIA
942
Capital Directions Investment Advisors
Georgia
$1.66M -$613K -2,436 -27%
OC
943
Oakworth Capital
Alabama
$1.66M -$116K -460 -7%
MC
944
Miles Capital
Iowa
$1.66M +$158K +626 +10%
CPIA
945
Cornell Pochily Investment Advisors
New York
$1.65M +$118K +470 +8%
WA
946
WestEnd Advisors
North Carolina
$1.64M +$1.64M +6,535 New
UR
947
USCA RIA
Texas
$1.63M -$1.51K -6 -0.1%
AF
948
Alerus Financial
North Dakota
$1.63M -$439K -1,744 -21%
MCG
949
MACRO Consulting Group
New Jersey
$1.62M +$1.62M +6,418 New
CCT
950
Chemung Canal Trust
New York
$1.61M -$430K -1,708 -21%