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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 %
SIS
976
Sound Income Strategies
Florida
$3.12M +$658K +2,123 +27%
QCM
977
Quest Capital Management
Texas
$3.1M +$63.8K +206 +2%
WMSA
978
Weiss Multi-Strategy Advisers
New York
$3.1M +$3.1M +10,000 New
NAS
979
Nicolet Advisory Services
Wisconsin
$3.09M -$1.11M -3,599 -26%
Axa
980
Axa
France
$3.06M +$1.72M +5,546 +128%
CASB
981
Cape Ann Savings Bank
Massachusetts
$3.06M +$3.06M +9,879 New
P
982
&Partners
Tennessee
$3.05M -$71.5K -231 -2%
SFG
983
SNS Financial Group
Minnesota
$3.03M -$140K -452 -4%
RFA
984
Radnor Financial Advisors
Pennsylvania
$3.02M +$195K +629 +7%
SDWMA
985
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.01M +$32.8K +106 +1%
WIA
986
World Investment Advisors
California
$2.99M -$435K -1,285 -13%
TI
987
Trexquant Investment
Connecticut
$2.98M -$4.68M -15,117 -61%
NP
988
NorthRock Partners
Minnesota
$2.97M -$4.06M -13,104 -58%
EWM
989
Endurance Wealth Management
Rhode Island
$2.95M +$47.7K +154 +2%
WPC
990
Waters Parkerson & Co
Louisiana
$2.95M -$65K -210 -2%
HR
991
Hayden Royal
North Carolina
$2.94M +$765K +2,469 +35%
CFA
992
Cahill Financial Advisors
Minnesota
$2.94M -$54.2K -175 -2%
STB
993
S&T Bank
Pennsylvania
$2.93M +$8.36K +27 +0.3%
SIAS
994
Shine Investment Advisory Services
Colorado
$2.92M -$72.5K -234 -2%
SJIM
995
St. Johns Investment Management
Florida
$2.92M -$811K -2,620 -22%
NWM
996
Northwest Wealth Management
Iowa
$2.91M -$172K -555 -6%
DI
997
Disciplined Investments
Oklahoma
$2.9M -$150K -484 -5%
CCA
998
Cobblestone Capital Advisors
New York
$2.9M -$17K -55 -0.6%
CG
999
Cynosure Group
Utah
$2.89M – – –
FG
1000
Fiduciary Group
Georgia
$2.87M -$247K -796 -8%
38 39
40
41 42