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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 %
WS
926
Wedbush Securities
California
$3.59M +$272K +878 +8%
NGA
927
Naples Global Advisors
Florida
$3.59M +$80.2K +259 +2%
WPW
928
Waldron Private Wealth
Pennsylvania
$3.58M -$318K -1,026 -8%
GP
929
Geneva Partners
Wisconsin
$3.58M -$26.9K -87 -0.7%
BWA
930
Beam Wealth Advisors
Louisiana
$3.56M -$5.65M -17,747 -61%
EWM
931
Empirical Wealth Management
Washington
$3.55M +$246K +795 +7%
SEI Investments
932
SEI Investments
Pennsylvania
$3.55M +$122K +394 +4%
SC
933
Steph & Co
Wisconsin
$3.54M +$151K +489 +4%
APW
934
Acima Private Wealth
Virginia
$3.52M +$247K +797 +8%
SGK
935
Steigerwald Gordon & Koch
Virginia
$3.51M +$203K +655 +6%
MFP
936
Meridian Financial Partners
Virginia
$3.5M -$377K -1,176 -10%
BAMG
937
Brand Asset Management Group
Missouri
$3.5M -$28.5K -92 -0.8%
WP
938
WealthSource Partners
California
$3.49M -$218K -703 -6%
PCS
939
Personal CFO Solutions
New Jersey
$3.47M -$69.4K -224 -2%
BG
940
Berry Group
Massachusetts
$3.47M -$89.2K -288 -3%
GCA
941
Greenwood Capital Associates
South Carolina
$3.45M +$3.45M +11,150 New
SFG
942
Summit Financial Group
West Virginia
$3.44M -$77.4K -250 -2%
KF
943
Krilogy Financial
Missouri
$3.43M +$1.05M +3,388 +44%
PM
944
Pembroke Management
Quebec, Canada
$3.41M +$371K +1,197 +12%
GB
945
Gunma Bank
Japan
$3.41M +$3.41M +11,000 New
X
946
Xponance
Pennsylvania
$3.41M +$3.41M +11,001 New
BCM
947
Birmingham Capital Management
Alabama
$3.4M -$3.93M -12,700 -54%
FFG
948
Frisch Financial Group
New York
$3.37M -$3.65M -11,795 -52%
KL
949
KWMG LLC
Kansas
$3.37M -$310 -1 -0%
CIC
950
Carnegie Investment Counsel
Ohio
$3.36M -$39.9K -129 -1%
36 37
38
39 40