IVV icon

iShares Core S&P 500 ETF

2,241 hedge funds and large institutions have $204B invested in iShares Core S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 983 increasing their positions, 828 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,241
Holders Change
+43
Holders Change %
+1.96%
% of All Funds
39.12%
Holding in Top 10
721
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.69%
% of All Funds
12.59%
New
128
Increased
983
Reduced
828
Closed
55
Calls
$124M
Puts
$232M
Net Calls
-$108M
Net Calls Change
-$164M
Name Holding Trade Value Shares
Change
Shares
Change %
TCOV
1201
Trust Company of Vermont
Vermont
$3.06M -$24.9K -58 -0.8%
IA
1202
Insight Advisors
Pennsylvania
$3.06M -$24.2K -55 -0.8%
BCV
1203
Banque Cantonale Vaudoise
Switzerland
$3.04M -$309K -719 -9%
AF
1204
Advisornet Financial
Minnesota
$3.04M -$63.2K -147 -2%
LWCFA
1205
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.02M -$1.12M -2,599 -27%
AIM
1206
Arcadia Investment Management
Michigan
$3.02M -$4.3K -10 -0.1%
PTP
1207
Platform Technology Partners
New York
$3.01M +$3.01M +7,006 New
GWS
1208
Glassman Wealth Services
Virginia
$3M +$824K +1,917 +38%
TRCT
1209
Tower Research Capital (TRC)
New York
$2.99M +$1.12M +2,601 +60%
MJRIC
1210
Mogy Joel R Investment Counsel
California
$2.99M
Betterment LLC
1211
Betterment LLC
New York
$2.99M -$215K -501 -7%
SIS
1212
Sound Income Strategies
Florida
$2.98M -$979K -2,276 -25%
PWM
1213
PRW Wealth Management
Massachusetts
$2.98M -$28M -65,103 -90%
PG
1214
Patten Group
Tennessee
$2.98M +$497K +1,155 +20%
ACG
1215
Allen Capital Group
Nebraska
$2.98M -$19.8K -46 -0.7%
CBN
1216
Cadence Bank NA
Texas
$2.94M -$55.4K -129 -2%
WAM
1217
Weatherly Asset Management
California
$2.94M
BFO
1218
Boston Family Office
Massachusetts
$2.93M +$30.9K +72 +1%
AA
1219
Aufman Associates
Pennsylvania
$2.91M +$1.72K +4 +0.1%
GKWIM
1220
Gerber Kawasaki Wealth & Investment Management
California
$2.9M -$33.1K -77 -1%
CSIC
1221
Clifford Swan Investment Counsel
California
$2.9M -$22K -50 -0.8%
CCM
1222
Cohen Capital Management
California
$2.89M -$528K -1,228 -15%
BAM
1223
Belpointe Asset Management
Nevada
$2.88M +$162K +378 +6%
IMRF
1224
Illinois Municipal Retirement Fund
Illinois
$2.88M +$2.88M +6,703 New
IRC
1225
Investors Research Corp
Georgia
$2.87M +$14.2K +33 +0.5%