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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 %
BCV
1026
Banque Cantonale Vaudoise
Switzerland
$2.59M -$697K -2,251 -21%
CS
1027
Capital Square
Tennessee
$2.57M -$446K -1,441 -15%
RG
1028
Rikoon Group
New Mexico
$2.56M +$12.4K +40 +0.5%
CMBA
1029
C.M. Bidwell & Associates
Hawaii
$2.54M +$4.65K +15 +0.2%
NSIM
1030
North Star Investment Management
Illinois
$2.53M +$9.29K +30 +0.4%
RC
1031
RegentAtlantic Capital
New Jersey
$2.53M +$720K +2,326 +40%
ACG
1032
Allen Capital Group
Nebraska
$2.52M -$571K -1,843 -18%
EWMCB
1033
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.52M +$1.18M +3,808 +88%
MWM
1034
Mission Wealth Management
California
$2.52M -$573K -1,850 -19%
CCM
1035
Cohen Capital Management
California
$2.51M +$20.4K +66 +0.8%
WFMPM
1036
Woodley Farra Manion Portfolio Management
Indiana
$2.47M -$1.19M -3,854 -33%
FPTW
1037
Franklin, Parlapiano, Turner & Welch
Texas
$2.46M – – –
SCA
1038
Sage Capital Advisors
South Dakota
$2.46M -$202K -651 -8%
RC
1039
Rinet Company
Massachusetts
$2.46M +$1.01M +3,267 +70%
DAS
1040
Dynamic Advisor Solutions
Arizona
$2.45M -$485K -1,566 -17%
Betterment LLC
1041
Betterment LLC
New York
$2.43M +$245K +792 +11%
BFP
1042
Briaud Financial Planning
Texas
$2.42M – – –
VWM
1043
Vigilare Wealth Management
Arizona
$2.42M -$682K -2,202 -22%
WPC
1044
White Pine Capital
Minnesota
$2.41M +$65K +210 +3%
OFS
1045
Oldfather Financial Services
Nebraska
$2.41M -$20.8K -64 -0.9%
CCT
1046
Chemung Canal Trust
New York
$2.4M -$10.2M -32,872 -81%
PWP
1047
Private Wealth Partners
California
$2.4M – – –
HFS
1048
Howard Financial Services
Texas
$2.38M – – –
HB
1049
Horizon Bancorp
Indiana
$2.37M – – –
Twin Tree Management
1050
Twin Tree Management
Texas
$2.37M +$2.37M +7,656 New
40 41
42
43 44