IVV icon

iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
976
Radnor Financial Advisors
Pennsylvania
$3.34M +$64.2K +191 +2%
SC
977
Steph & Co
Wisconsin
$3.34M -$508K -1,512 -13%
CIAS
978
Capital Investment Advisory Services
North Carolina
$3.34M +$298K +886 +10%
SBWM
979
Sunflower Bank Wealth Management
Arizona
$3.33M +$850K +2,531 +34%
MFP
980
Meridian Financial Partners
Virginia
$3.33M -$400K -1,175 -11%
SDWMA
981
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.33M +$60.8K +181 +2%
BAM
982
Belpointe Asset Management
Nevada
$3.32M +$1.47M +4,371 +79%
LP
983
LGL Partners
Pennsylvania
$3.29M -$1.17M -3,480 -26%
CI
984
Cavalier Investments
Georgia
$3.27M -$1.93M -5,728 -37%
BCM
985
Birmingham Capital Management
Alabama
$3.26M -$428K -1,275 -12%
BCV
986
Banque Cantonale Vaudoise
Switzerland
$3.22M +$409K +1,218 +15%
WIA
987
World Investment Advisors
California
$3.2M +$241K +716 +8%
CFA
988
Cahill Financial Advisors
Minnesota
$3.2M +$12.8K +38 +0.4%
AIC
989
Ameritas Investment Company
Nebraska
$3.19M
CA
990
Continuum Advisory
Idaho
$3.19M -$364K -1,075 -10%
PGA
991
Portland Global Advisors
Maine
$3.19M +$2.38M +7,086 +295%
EWM
992
Endurance Wealth Management
Rhode Island
$3.19M -$18.8K -56 -0.6%
SFG
993
SNS Financial Group
Minnesota
$3.16M -$128K -382 -4%
SAM
994
S.A. Mason
Michigan
$3.16M +$165K +492 +6%
QCM
995
Quest Capital Management
Texas
$3.15M -$210K -626 -6%
WPC
996
Waters Parkerson & Co
Louisiana
$3.15M -$49.7K -148 -2%
FG
997
Fiduciary Group
Georgia
$3.15M +$31.3K +93 +1%
SJIM
998
St. Johns Investment Management
Florida
$3.14M -$20.2K -60 -0.6%
MSAGDF
999
Moneda SA Administradora General de Fondos
Chile
$3.14M
PFA
1000
Pure Financial Advisors
California
$3.12M -$266K -792 -8%