IVV icon

iShares Core S&P 500 ETF

1,824 hedge funds and large institutions have $107B invested in iShares Core S&P 500 ETF in 2020 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 812 increasing their positions, 741 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,824
Holders Change
-83
Holders Change %
-4.35%
% of All Funds
40.29%
Holding in Top 10
615
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-2.38%
% of All Funds
13.59%
New
88
Increased
812
Reduced
741
Closed
140
Calls
$89.1M
Puts
$94.1M
Net Calls
-$5.01M
Net Calls Change
-$66.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SFO
1176
Stokes Family Office
Louisiana
$1.29M +$300K +1,160 +30%
WC
1177
Waterloo Capital
Texas
$1.29M +$1.29M +4,977 New
FC
1178
Financial Consulate
Maryland
$1.28M -$561K -2,169 -30%
ZIG
1179
Zurich Insurance Group
Switzerland
$1.28M -$4.28M -16,304 -77%
AC
1180
Alexandria Capital
Virginia
$1.28M +$56.3K +218 +5%
OCG
1181
Opus Capital Group
Ohio
$1.27M +$775 +3 +0.1%
AB
1182
Atlas Brown
Kentucky
$1.25M -$11.4K -44 -0.9%
BDF
1183
Black Diamond Financial
Maryland
$1.25M +$15K +58 +1%
MMHP
1184
Murphy Middleton Hinkle & Parker
Georgia
$1.24M +$13.4K +52 +1%
CAM
1185
Carret Asset Management
New York
$1.23M
EIP
1186
Ellis Investment Partners
Pennsylvania
$1.23M +$116K +471 +10%
SWM
1187
Segment Wealth Management
Texas
$1.23M
GC
1188
Grace Capital
Massachusetts
$1.23M
CAM
1189
Close Asset Management
United Kingdom
$1.22M +$235K +910 +24%
EWM
1190
Edge Wealth Management
New York
$1.22M +$621K +2,379 +103%
MPCG
1191
Matrix Private Capital Group
New York
$1.22M +$20.2K +78 +2%
MG
1192
Mather Group
Illinois
$1.22M -$67.7K -262 -5%
TTWM
1193
TCV Trust & Wealth Management
Virginia
$1.22M +$940K +3,637 +338%
WF
1194
Welch & Forbes
Massachusetts
$1.21M -$66.4K -257 -5%
FPCG
1195
Fort Pitt Capital Group
Pennsylvania
$1.21M -$3.86M -14,956 -76%
HIMCH
1196
Hartford Investment Management Co (HIMCO)
Connecticut
$1.21M -$429K -1,660 -26%
ICM
1197
Islay Capital Management
Texas
$1.21M -$555K -2,149 -32%
SNT
1198
Security National Trust
West Virginia
$1.21M -$2.59K -10 -0.2%
KWA
1199
KCS Wealth Advisory
California
$1.21M +$12.9K +50 +1%
WCWM
1200
Willow Creek Wealth Management
California
$1.2M -$55.3K -214 -4%