IVV icon

iShares Core S&P 500 ETF

1,907 hedge funds and large institutions have $135B invested in iShares Core S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 324 funds opening new positions, 775 increasing their positions, 596 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,907
Holders Change
+250
Holders Change %
+15.09%
% of All Funds
37.66%
Holding in Top 10
630
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+16.67%
% of All Funds
12.44%
New
324
Increased
775
Reduced
596
Closed
45
Calls
$91.8M
Puts
$30.5M
Net Calls
+$61.3M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Shares
Change %
RPGK
1126
Retirement Planning Group (Kansas)
Kansas
$1.93M -$7.76K -24 -0.4%
CFB
1127
Cullen/Frost Bankers
Texas
$1.92M +$304K +939 +19%
OC
1128
Oakworth Capital
Alabama
$1.92M +$43K +132 +2%
GC
1129
Gratus Capital
Georgia
$1.92M -$46.2K -143 -2%
TPCM
1130
Three Peaks Capital Management
Colorado
$1.92M -$15.8K -49 -0.8%
CCG
1131
Cypress Capital Group
Florida
$1.92M +$835K +2,583 +77%
TCPWM
1132
Traverso Chambers Private Wealth Management
California
$1.91M -$5.49K -17 -0.3%
BWP
1133
Bernardo Wealth Planning
Pennsylvania
$1.91M +$615K +1,904 +47%
AWS
1134
AJ Wealth Strategies
New York
$1.91M -$20.4K -63 -1%
AFP
1135
Ausdal Financial Partners
Iowa
$1.9M -$169K -516 -8%
BS
1136
Boenning & Scattergood
Pennsylvania
$1.9M -$3.88K -12 -0.2%
MWM
1137
MinichMacGregor Wealth Management
New York
$1.9M -$29.4K -91 -2%
RMC
1138
Resources Management Corp
Connecticut
$1.9M -$36.8K -114 -2%
ESB
1139
Essex Savings Bank
Connecticut
$1.9M +$243K +753 +15%
KM
1140
Kalos Management
Georgia
$1.88M +$642K +1,958 +52%
CL
1141
CIM LLC
New York
$1.87M -$11K -34 -0.6%
EWM
1142
Empirical Wealth Management
Washington
$1.85M +$79.5K +246 +4%
NCM
1143
Nelson Capital Management
California
$1.84M +$161K +499 +10%
SFSIG
1144
San Francisco Sentry Investment Group
California
$1.84M +$1.62K +5 +0.1%
FWM
1145
Foresight Wealth Management
Utah
$1.83M -$504K -1,560 -22%
NWP
1146
Northstar Wealth Partners
Connecticut
$1.83M -$57.2K -177 -3%
VA
1147
Valmark Advisers
Ohio
$1.83M +$26.8K +83 +1%
GA
1148
Geller Advisors
New York
$1.82M -$33.6K -104 -2%
AFM
1149
Andesa Financial Management
Pennsylvania
$1.82M +$1.23M +3,808 +206%
DJSG
1150
D.J. St. Germain
Massachusetts
$1.81M +$1.81M +5,602 New