IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

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

Top Buyers

1
Squarepoint
Squarepoint
New York
+$1.54B
2
BlackRock
BlackRock
New York
+$1.26B
3
Citadel Advisors
Citadel Advisors
Florida
+$1.23B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.02B
5
Morgan Stanley
Morgan Stanley
New York
+$492M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$10.4B
2
EMPI
Elo Mutual Pension Insurance
Finland
-$671M
3
BOI
Bank of Italy
Italy
-$558M
4
PPFA
Provida Pension Fund Administrator
Chile
-$502M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$386M
Name Holding Trade Value Shares
Change 		Shares
Change %
RT
1201
Rockland Trust
Massachusetts
$2.54M -$40.5K -108 -2%
TH
1202
TCTC Holdings
Texas
$2.53M +$629K +1,675 +33%
GA
1203
Geller Advisors
New York
$2.53M – – –
CWM
1204
Concentric Wealth Management
California
$2.5M -$45.8K -122 -2%
ZB
1205
Zions Bancorporation
Utah
$2.5M – – –
CA
1206
Capital Advantage
California
$2.49M -$124K -334 -5%
CF
1207
Corrigan Financial
Rhode Island
$2.49M -$21.4K -57 -0.9%
FFA
1208
Founders Financial Alliance
North Carolina
$2.48M -$4.88K -13 -0.2%
CPFP
1209
Clear Perspectives Financial Planning
Ohio
$2.48M +$2.48M +6,617 New
SWM
1210
Soundmark Wealth Management
Washington
$2.48M +$2.48M +6,604 New
CIM
1211
Corda Investment Management
Texas
$2.46M -$175K -465 -7%
SW
1212
SteelPeak Wealth
California
$2.46M -$33.5M -89,275 -93%
SCG
1213
Sonata Capital Group
Washington
$2.45M -$67.6K -180 -3%
RW
1214
Rede Wealth
Virginia
$2.44M +$2.44M +6,504 New
AP
1215
Advisor Partners
California
$2.44M +$2.44M +6,483 New
AIA
1216
Arcadia Investment Advisors
Idaho
$2.43M -$10.5K -28 -0.4%
CCM
1217
Covington Capital Management
California
$2.42M +$876K +2,332 +57%
AF
1218
Affiance Financial
Minnesota
$2.42M -$7.88K -21 -0.3%
SWA
1219
SOA Wealth Advisors
New York
$2.42M +$2.42M +6,189 New
IAS
1220
IMA Advisory Services
Colorado
$2.4M – – –
AA
1221
Aufman Associates
Pennsylvania
$2.4M -$24.8K -66 -1%
CWM
1222
Centric Wealth Management
Illinois
$2.39M +$2.39M +6,368 New
CFB
1223
Cullen/Frost Bankers
Texas
$2.39M -$9.01K -24 -0.4%
BBPWM
1224
Blue Bell Private Wealth Management
Pennsylvania
$2.37M -$161K -430 -6%
UR
1225
USCA RIA
Texas
$2.37M +$11.3K +30 +0.5%
47 48
49
50 51