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 %
DC
1151
Derby & Company
Massachusetts
$1.81M +$1.81M +5,588 New
AWM
1152
Aprio Wealth Management
Georgia
$1.8M +$1.8M +5,582 New
KBFS
1153
Kohmann Bosshard Financial Services
Ohio
$1.8M +$254K +787 +16%
PP
1154
Patten & Patten
Tennessee
$1.8M +$414K +1,280 +30%
BCM
1155
Bayesian Capital Management
New York
$1.79M +$1.79M +5,525 New
Loomis, Sayles & Company
1156
Loomis, Sayles & Company
Massachusetts
$1.78M
Nomura Asset Management
1157
Nomura Asset Management
Japan
$1.78M +$316K +978 +22%
SP
1158
Successful Portfolios
Florida
$1.78M +$432K +1,338 +32%
SIS
1159
SVB Investment Services
Utah
$1.76M +$1.76M +5,441 New
TCM
1160
Tuttle Capital Management
Connecticut
$1.76M +$1.76M +5,439 New
TCM
1161
Traynor Capital Management
Pennsylvania
$1.75M +$88.6K +274 +5%
OFG
1162
Omega Financial Group
California
$1.75M -$39.1K -121 -2%
RCWMU
1163
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.75M
CAAS
1164
Capital Asset Advisory Services
Michigan
$1.75M +$1.75M +5,197 New
LSA
1165
Lion Street Advisors
Texas
$1.74M +$1.74M +5,375 New
BJ
1166
Brouwer & Janachowski
California
$1.73M +$11.6K +36 +0.7%
Legal & General Group
1167
Legal & General Group
United Kingdom
$1.73M +$45.3K +140 +3%
BFO
1168
Boston Family Office
Massachusetts
$1.72M +$260K +804 +18%
WPP
1169
Whalerock Point Partners
Rhode Island
$1.7M +$648K +2,006 +62%
CPSC
1170
Carl P. Sherr & Co
Massachusetts
$1.68M +$1.68M +5,201 New
MOACM
1171
Mutual of America Capital Management
New York
$1.68M -$4.2K -13 -0.2%
PIA
1172
Piedmont Investment Advisors
North Carolina
$1.68M -$182K -562 -10%
SWM
1173
Stockman Wealth Management
Montana
$1.66M -$3.88K -12 -0.2%
EWA
1174
Exencial Wealth Advisors
Oklahoma
$1.66M +$105K +325 +7%
TCBWMS
1175
Texas Capital Bank Wealth Management Services
Texas
$1.66M +$1.66M +5,122 New