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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 %
SP
1001
Successful Portfolios
Florida
$2.87M +$187K +605 +7%
SSWG
1002
Seven Springs Wealth Group
Tennessee
$2.84M -$30.3K -98 -1%
JGIA
1003
Jackson Grant Investment Advisers
Connecticut
$2.84M +$9.6K +31 +0.3%
CIAS
1004
Capital Investment Advisory Services
North Carolina
$2.8M +$1.72M +5,557 +160%
AWA
1005
Arete Wealth Advisors
Illinois
$2.8M -$4.66M -15,055 -63%
FC
1006
Forte Capital
New York
$2.79M +$2.79M +9,017 New
MSAGDF
1007
Moneda SA Administradora General de Fondos
Chile
$2.79M +$1.29M +4,314 +86%
HCM
1008
Harvey Capital Management
Florida
$2.78M -$35.3K -114 -1%
SFP
1009
Shepherd Financial Partners
Massachusetts
$2.76M -$329K -1,063 -11%
SAM
1010
S.A. Mason
Michigan
$2.76M -$114K -367 -4%
CT
1011
Clearstead Trust
Maine
$2.74M -$22.9K -74 -0.8%
GIA
1012
Guyasuta Investment Advisors
Pennsylvania
$2.71M -$262K -847 -9%
DY
1013
Dowling & Yahnke
California
$2.71M -$299K -965 -10%
VC
1014
Veracity Capital
Georgia
$2.71M +$2.31M +38,874 +581%
RDWM
1015
Red Door Wealth Management
Tennessee
$2.7M +$2.48K +8 +0.1%
FWP
1016
FAS Wealth Partners
Kansas
$2.67M -$52.3K -169 -2%
EW
1017
Emerson Wealth
Michigan
$2.67M -$166K -537 -6%
FSC
1018
Full Sail Capital
Oklahoma
$2.66M -$174K -517 -6%
Zurich Cantonal Bank
1019
Zurich Cantonal Bank
Switzerland
$2.64M +$112K +365 +4%
AUB
1020
Atlantic Union Bankshares
Virginia
$2.63M -$50.8K -164 -2%
MWM
1021
Madison Wealth Management
Ohio
$2.63M +$9.29K +30 +0.4%
AIA
1022
Affinity Investment Advisors
California
$2.62M +$2.62M +8,450 New
American Century Companies
1023
American Century Companies
Missouri
$2.6M +$2.6M +8,400 New
TAMH
1024
Taikang Asset Management (HK)
Hong Kong
$2.6M -$844K -2,726 -25%
EAM
1025
Evanson Asset Management
California
$2.6M +$48.3K +156 +2%
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