IVV icon

iShares Core S&P 500 ETF

2,164 hedge funds and large institutions have $166B invested in iShares Core S&P 500 ETF in 2020 Q4 according to their latest regulatory filings, with 323 funds opening new positions, 847 increasing their positions, 734 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,164
Holders Change
+232
Holders Change %
+12.01%
% of All Funds
38.4%
Holding in Top 10
703
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+12.66%
% of All Funds
12.47%
New
323
Increased
847
Reduced
734
Closed
55
Calls
$96M
Puts
$30.8M
Net Calls
+$65.2M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1126
Madison Wealth Management
Ohio
$3.1M -$81.1K -216 -3%
CMBA
1127
C.M. Bidwell & Associates
Hawaii
$3.08M
GIA
1128
Guyasuta Investment Advisors
Pennsylvania
$3.06M -$298K -795 -9%
CCM
1129
Condor Capital Management
New Jersey
$3.06M -$1.41M -3,753 -32%
CCM
1130
Cohen Capital Management
California
$3.06M +$8.63K +23 +0.3%
MWM
1131
Mission Wealth Management
California
$3.06M +$262K +699 +9%
CFO
1132
Collective Family Office
Pennsylvania
$3.06M +$3.06M +8,138 New
LSA
1133
Lion Street Advisors
Texas
$3.05M -$2.26M -6,589 -43%
GAM
1134
Geier Asset Management
Maryland
$3.04M +$3.04M +7,950 New
BFC
1135
Bedel Financial Consulting
Indiana
$3.03M -$52.9K -141 -2%
BCV
1136
Banque Cantonale Vaudoise
Switzerland
$3.03M -$568K -1,512 -16%
AUB
1137
Atlantic Union Bankshares
Virginia
$3.02M -$75.1K -200 -2%
LNWTC
1138
Laird Norton Wetherby Trust Company
Washington
$3.02M +$3.02M +8,047 New
APC
1139
Asset Planning Corporation
Tennessee
$3.02M +$3.02M +8,033 New
CT
1140
Columbia Trust
Oregon
$3.01M +$3.01M +8,024 New
CIC
1141
Cornercap Investment Counsel
Georgia
$3.01M -$5.33M -16,499 -64%
DI
1142
Disciplined Investments
Oklahoma
$3.01M -$213K -568 -7%
OFS
1143
Oldfather Financial Services
Nebraska
$2.99M +$18.3K +47 +0.6%
FPTW
1144
Franklin, Parlapiano, Turner & Welch
Texas
$2.99M
FPS
1145
Fieldpoint Private Securities
Connecticut
$2.97M +$1.41M +3,744 +90%
CPIA
1146
Cornell Pochily Investment Advisors
New York
$2.95M +$176K +470 +6%
WFMPM
1147
Woodley Farra Manion Portfolio Management
Indiana
$2.94M -$375 -1 -0%
BWM
1148
BerganKDV Wealth Management
Minnesota
$2.91M -$48.4K -129 -2%
PWP
1149
Private Wealth Partners
California
$2.91M
BCA
1150
Bay Colony Advisors
Massachusetts
$2.9M +$81.1K +216 +3%