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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,250 hedge funds and large institutions have $203B invested in iShares Core S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 995 increasing their positions, 804 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,250
Holders Change
+9
Holders Change %
+0.4%
% of All Funds
39.52%
Holding in Top 10
726
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.69%
% of All Funds
12.75%
New
104
Increased
995
Reduced
804
Closed
56
Calls
$196M
Puts
$496M
Net Calls
-$300M
Net Calls Change
-$192M

Top Buyers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$1.37B
2
BlackRock
BlackRock
New York
+$1.32B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$821M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$756M
5
Franklin Resources
Franklin Resources
California
+$701M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$7.27B
2
Bank of America
Bank of America
North Carolina
-$6.79B
3
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$1.08B
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$915M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$282M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
1076
Symphony Financial
Texas
$4.34M +$999K +2,290 +30%
KL
1077
KWMG LLC
Kansas
$4.33M -$70.7K -164 -2%
RFA
1078
Radnor Financial Advisors
Pennsylvania
$4.32M +$31.9K +74 +0.7%
MFP
1079
Meridian Financial Partners
Virginia
$4.31M +$508K +1,164 +13%
DY
1080
Dowling & Yahnke
California
$4.3M -$113K -263 -3%
SFG
1081
Summit Financial Group
West Virginia
$4.28M -$38.8K -90 -0.9%
KCP
1082
KDI Capital Partners
North Carolina
$4.28M -$185K -430 -4%
FHA
1083
Flagship Harbor Advisors
Massachusetts
$4.27M – – –
WPC
1084
Waters Parkerson & Co
Louisiana
$4.26M +$268K +621 +7%
WA
1085
WBH Advisory
Maryland
$4.25M +$561K +1,303 +15%
AAM
1086
Autus Asset Management
Arizona
$4.23M -$168K -389 -4%
AF
1087
Advisornet Financial
Minnesota
$4.22M +$1.17M +2,719 +38%
NC
1088
NovaPoint Capital
Georgia
$4.21M +$137K +317 +3%
RH
1089
RFG Holdings
Texas
$4.18M +$3.11M +7,223 +290%
FG
1090
Fiduciary Group
Georgia
$4.18M +$18.3K +40 +0.4%
GIA
1091
Guyasuta Investment Advisors
Pennsylvania
$4.18M +$239K +555 +6%
CASB
1092
Cape Ann Savings Bank
Massachusetts
$4.18M -$63.8K -148 -2%
BO
1093
BRR OpCo
Ohio
$4.18M -$23.3K -54 -0.6%
SDWMA
1094
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.17M -$90K -209 -2%
BCM
1095
Birmingham Capital Management
Alabama
$4.16M -$10.8K -25 -0.3%
CIAS
1096
Capital Investment Advisory Services
North Carolina
$4.15M +$112K +259 +3%
CIAS
1097
CFS Investment Advisory Services
New Jersey
$4.14M +$3.9M +9,057 +1,677%
KF
1098
Krilogy Financial
Missouri
$4.12M -$9.05K -21 -0.2%
TCM
1099
Triumph Capital Management
Colorado
$4.12M +$47.8K +111 +1%
PCS
1100
Personal CFO Solutions
New Jersey
$4.12M -$178K -413 -4%
42 43
44
45 46