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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

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

Top Buyers

1
USAA
United Services Automobile Association
Texas
+$1.34B
2
Victory Capital Management
Victory Capital Management
Texas
+$1.31B
3
Squarepoint
Squarepoint
New York
+$1.09B
4
CS
Credit Suisse
Switzerland
+$847M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$635M

Top Sellers

1
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$3.04B
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$774M
3
Wells Fargo
Wells Fargo
California
-$704M
4
FCAS
First Command Advisory Services
Texas
-$428M
5
NB
Norinchukin Bank
Japan
-$420M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
1251
Hanlon Investment Management
New Jersey
$2.7M +$87.3K +203 +3%
CAM
1252
Carret Asset Management
New York
$2.69M +$39.6K +92 +1%
BFP
1253
Briaud Financial Planning
Texas
$2.69M – – –
LA
1254
LexAurum Advisors
Kansas
$2.69M +$64.9K +151 +2%
LFA
1255
Legacy Financial Advisors
Kentucky
$2.68M -$72.7K -169 -3%
RT
1256
Rockland Trust
Massachusetts
$2.66M -$191K -444 -7%
FUBT
1257
First United Bank & Trust
Maryland
$2.65M -$520K -1,209 -16%
BCA
1258
Berman Capital Advisors
Georgia
$2.65M -$227K -529 -8%
CWM
1259
Centric Wealth Management
Illinois
$2.63M -$98K -228 -4%
ECM
1260
Exchange Capital Management
Michigan
$2.63M +$105K +244 +4%
RFG
1261
Range Financial Group
Oregon
$2.62M +$202K +470 +8%
NIM
1262
Northeast Investment Management
Massachusetts
$2.62M – – –
AIM
1263
Aspen Investment Management
Michigan
$2.62M – – –
ATWA
1264
Arbor Trust Wealth Advisors
Michigan
$2.61M -$42.1K -98 -2%
FPCP
1265
Fort Point Capital Partners
California
$2.61M +$135K +314 +5%
CA
1266
CapWealth Advisors
Tennessee
$2.61M +$121K +281 +5%
BCA
1267
Bay Colony Advisors
Massachusetts
$2.61M -$37.4K -87 -1%
SEI Investments
1268
SEI Investments
Pennsylvania
$2.6M +$1M +2,333 +63%
DTC
1269
Davidson Trust Company
Washington
$2.59M +$21.5K +50 +0.8%
MFA
1270
McClarren Financial Advisors
Pennsylvania
$2.59M -$430K -1,002 -14%
FP
1271
Fiduciary Planning
Florida
$2.59M +$2.59M +6,017 New
LCM
1272
Liberty Capital Management
Michigan
$2.58M – – –
CF
1273
Corrigan Financial
Rhode Island
$2.58M -$68.8K -160 -3%
CWM
1274
Concentric Wealth Management
California
$2.57M +$430 +1 +0%
ACA
1275
Ackerman Capital Advisors
Texas
$2.56M -$2.42M -5,637 -49%
49 50
51
52 53