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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,889 hedge funds and large institutions have $128B invested in iShares Core S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 707 increasing their positions, 832 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,889
Holders Change
+65
Holders Change %
+3.56%
% of All Funds
38.83%
Holding in Top 10
622
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.14%
% of All Funds
12.79%
New
147
Increased
707
Reduced
832
Closed
68
Calls
$121M
Puts
$72M
Net Calls
+$48.8M
Net Calls Change
+$53.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.23B
2
PPFA
Provida Pension Fund Administrator
Chile
+$659M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$504M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$492M
5
Charles Schwab
Charles Schwab
California
+$486M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$1.46B
2
PPA
Parametric Portfolio Associates
Washington
-$921M
3
Osaic Holdings
Osaic Holdings
Arizona
-$848M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$812M
5
Korea Investment Corp
Korea Investment Corp
South Korea
-$636M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1201
Carret Asset Management
New York
$1.49M +$7.43K +24 +0.5%
SRC
1202
Sage Rhino Capital
California
$1.49M +$322K +1,040 +28%
MCG
1203
MACRO Consulting Group
New Jersey
$1.48M -$31K -100 -2%
AF
1204
Alerus Financial
North Dakota
$1.47M +$113K +365 +8%
FWM
1205
Foresight Wealth Management
Utah
$1.47M -$86.7K -280 -6%
SMM
1206
Stadion Money Management
Georgia
$1.45M -$119K -385 -8%
EWM
1207
Edge Wealth Management
New York
$1.45M -$619 -2 -0%
HAS
1208
HBW Advisory Services
California
$1.45M +$1.45M +4,672 New
TWM
1209
Tolleson Wealth Management
Texas
$1.44M – – –
WCWM
1210
Willow Creek Wealth Management
California
$1.44M +$310 +1 +0%
SC
1211
Slow Capital
California
$1.43M +$8.36K +27 +0.6%
PV
1212
Private Vista
Illinois
$1.43M – – –
TCBWMS
1213
Texas Capital Bank Wealth Management Services
Texas
$1.43M -$155K -502 -10%
FPCG
1214
Fort Pitt Capital Group
Pennsylvania
$1.43M -$26.6K -86 -2%
CA
1215
Claro Advisors
Massachusetts
$1.42M +$1.42M +4,595 New
ADL
1216
Asset Dedication LLC
California
$1.42M +$21.7K +70 +2%
GP
1217
Girard Partners
Pennsylvania
$1.42M -$194K -628 -12%
MPCG
1218
Matrix Private Capital Group
New York
$1.42M -$48.3K -156 -3%
TTWM
1219
TCV Trust & Wealth Management
Virginia
$1.41M -$44.9K -145 -3%
FTI
1220
Fiduciary Trust International
Massachusetts
$1.41M -$12.9M -41,804 -90%
FAM
1221
Formidable Asset Management
Ohio
$1.41M +$1.41M +4,478 New
CC
1222
Chanos & Company
New York
$1.41M +$1.41M +4,551 New
AWM
1223
Aprio Wealth Management
Georgia
$1.41M +$538K +1,737 +62%
FTC
1224
Farmers Trust Company
Ohio
$1.4M -$22K -71 -2%
PP
1225
Pacifica Partners
Canada
$1.4M +$36.9K +118 +3%
47 48
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