IVV icon

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 %
CIA
1076
Compass Ion Advisors
Pennsylvania
$2.19M +$1.11M +3,583 +103%
IAS
1077
IMA Advisory Services
Colorado
$2.18M – – –
WCG
1078
Weaver Consulting Group
California
$2.17M +$26.6K +86 +1%
CA
1079
Capital Advantage
California
$2.15M -$625K -2,018 -23%
KWM
1080
Keebeck Wealth Management
Illinois
$2.15M +$1.8M +5,822 +525%
RT
1081
Rockland Trust
Massachusetts
$2.14M -$3.1K -10 -0.1%
BFC
1082
Bedel Financial Consulting
Indiana
$2.14M -$79.3K -256 -4%
DWM
1083
Dakota Wealth Management
Florida
$2.14M +$46.1K +149 +2%
PWPS
1084
Pinnacle Wealth Planning Services
Ohio
$2.13M +$328K +1,058 +18%
RMA
1085
Roffman Miller Associates
Pennsylvania
$2.12M +$2.12M +6,854 New
BBPWM
1086
Blue Bell Private Wealth Management
Pennsylvania
$2.12M -$1.13M -3,647 -35%
JIC
1087
Joel Isaacson & Co
New York
$2.12M -$11.8K -38 -0.6%
AF
1088
Affiance Financial
Minnesota
$2.12M +$44K +142 +2%
CF
1089
Corrigan Financial
Rhode Island
$2.12M -$87.3K -282 -4%
BBNA
1090
Bremer Bank National Association
Minnesota
$2.11M +$34.7K +112 +2%
ECM
1091
Exchange Capital Management
Michigan
$2.08M -$61K -197 -3%
SCG
1092
Sonata Capital Group
Washington
$2.08M – – –
ATWA
1093
Arbor Trust Wealth Advisors
Michigan
$2.07M -$56.1K -181 -3%
WF
1094
Welch & Forbes
Massachusetts
$2.06M +$607K +1,961 +42%
ZB
1095
Zions Bancorporation
Utah
$2.06M -$429K -1,385 -17%
NB
1096
Nicolet Bankshares
Wisconsin
$2.05M -$7.74K -25 -0.4%
RC
1097
Roundview Capital
New Jersey
$2.05M +$213K +687 +12%
MG
1098
Mather Group
Illinois
$2.05M +$585K +1,888 +40%
Connor, Clark & Lunn Investment Management (CC&L)
1099
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.04M – – –
AA
1100
Aufman Associates
Pennsylvania
$2.03M -$13K -42 -0.6%
42 43
44
45 46