IVV icon

iShares Core S&P 500 ETF

1,657 hedge funds and large institutions have $124B invested in iShares Core S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 700 increasing their positions, 616 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+31
Holders Change %
+1.91%
% of All Funds
36.39%
Holding in Top 10
540
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+2.66%
% of All Funds
11.86%
New
87
Increased
700
Reduced
616
Closed
42
Calls
$84.2M
Puts
$45.3M
Net Calls
+$39M
Net Calls Change
-$5.16M
Name Holding Trade Value Shares
Change
Shares
Change %
NB
1251
Nicolet Bankshares
Wisconsin
$790K -$895 -3 -0.1%
RMDI
1252
R.M. Davis Inc
Maine
$785K -$187K -627 -19%
UFF
1253
USA Financial Formulas
Michigan
$779K -$546K -1,827 -41%
RC
1254
Randolph Company
Ohio
$778K +$6.86K +23 +0.9%
NHC
1255
Nicholas Hoffman & Company
Georgia
$777K -$9.55K -32 -1%
Fisher Asset Management
1256
Fisher Asset Management
Washington
$761K +$463K +1,550 +155%
SCP
1257
Sandhill Capital Partners
New York
$760K
FWM
1258
Focused Wealth Management
New York
$759K -$33.4K -112 -4%
CB
1259
CNB Bank
Pennsylvania
$753K +$169K +565 +29%
AIM
1260
AMI Investment Management
Indiana
$747K -$38.8K -130 -5%
BWAM
1261
Boyd Watterson Asset Management
Ohio
$745K
HPC
1262
HM Payson & Co
Maine
$745K +$405K +1,355 +119%
PFA
1263
Pathway Financial Advisors
Vermont
$744K
TPA
1264
Trivium Point Advisory
Connecticut
$742K +$241K +823 +48%
LRIA
1265
Leonard Rickey Investment Advisors
Washington
$735K -$95.9K -321 -12%
BTW
1266
Boston Trust Walden
Massachusetts
$735K
HAM
1267
Highstreet Asset Management
Ontario, Canada
$730K
SAA
1268
Southeast Asset Advisors
Georgia
$730K +$730K +2,446 New
CCM
1269
Carlson Capital Management
Minnesota
$728K
BCM
1270
BTR Capital Management
California
$726K
APP
1271
Avantax Planning Partners
Iowa
$724K +$109K +365 +18%
FNC
1272
First National Corp
Massachusetts
$719K +$18.8K +63 +3%
PAMG
1273
Patton Albertson Miller Group
Tennessee
$713K -$38.5K -129 -5%
IWS
1274
Insight Wealth Strategies
California
$713K +$433K +1,449 +154%
BO
1275
Bank OZK
Arkansas
$712K -$17.9K -60 -2%