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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,932 hedge funds and large institutions have $145B invested in iShares Core S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 706 increasing their positions, 847 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,932
Holders Change
+43
Holders Change %
+2.28%
% of All Funds
39.09%
Holding in Top 10
624
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.32%
% of All Funds
12.62%
New
116
Increased
706
Reduced
847
Closed
49
Calls
$160M
Puts
$96.4M
Net Calls
+$64M
Net Calls Change
+$15.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.91B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$712M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$673M
4
BlackRock
BlackRock
New York
+$343M
5
Osaic Holdings
Osaic Holdings
Arizona
+$254M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$559M
2
PPFA
Provida Pension Fund Administrator
Chile
-$472M
3
BA
Bridgewater Associates
Connecticut
-$353M
4
PPA
Parametric Portfolio Associates
Washington
-$305M
5
Wells Fargo
Wells Fargo
California
-$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
DACG
1251
Donor Advised Charitable Giving
California
$1.41M +$849K +2,527 +152%
WFWM
1252
Wechter Feldman Wealth Management
New Jersey
$1.41M – – –
FPS
1253
Fieldpoint Private Securities
Connecticut
$1.4M – – –
CF
1254
Centaurus Financial
California
$1.4M +$73.6K +219 +6%
MOS
1255
MGO One Seven
Ohio
$1.39M -$259K -771 -16%
CCM
1256
Covington Capital Management
California
$1.39M +$292K +869 +27%
RCA
1257
Rowland Carmichael Advisors
Arizona
$1.38M +$184K +547 +15%
IAA
1258
Ironsides Asset Advisors
North Carolina
$1.38M – – –
MWM
1259
McNaughton Wealth Management
California
$1.38M +$778K +2,317 +130%
HH
1260
Hilltop Holdings
Texas
$1.37M -$5.35M -15,908 -80%
SFFS
1261
Stonehage Fleming Financial Services
Jersey
$1.37M +$571K +1,700 +72%
B
1262
Bridgeworth
Alabama
$1.37M -$8.4K -25 -0.6%
NAM
1263
NTV Asset Management
West Virginia
$1.37M +$672 +2 +0%
GI
1264
Gradient Investments
Minnesota
$1.37M +$622K +1,850 +84%
FIM
1265
Freedom Investment Management
Connecticut
$1.36M -$104K -310 -7%
FMC
1266
First Merchants Corp
Indiana
$1.36M +$417K +1,241 +44%
PP
1267
Patten & Patten
Tennessee
$1.35M -$467K -1,391 -26%
TWM
1268
Titus Wealth Management
California
$1.35M +$2.02K +6 +0.1%
SPA
1269
Sentinel Pension Advisors
Massachusetts
$1.35M -$53.1K -158 -4%
LWMM
1270
Legacy Wealth Management (Mississippi)
Mississippi
$1.34M – – –
SFSIG
1271
San Francisco Sentry Investment Group
California
$1.34M -$108K -320 -7%
MCG
1272
MACRO Consulting Group
New Jersey
$1.34M -$229K -698 -15%
CW
1273
CreativeOne Wealth
Kansas
$1.32M -$17.8K -53 -1%
MIM
1274
Montgomery Investment Management
Maryland
$1.31M – – –
NP
1275
NorthRock Partners
Minnesota
$1.3M -$1.92M -5,708 -60%
49 50
51
52 53