IVV icon

iShares Core S&P 500 ETF

1,907 hedge funds and large institutions have $135B invested in iShares Core S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 324 funds opening new positions, 775 increasing their positions, 596 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,907
Holders Change
+250
Holders Change %
+15.09%
% of All Funds
37.66%
Holding in Top 10
630
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+16.67%
% of All Funds
12.44%
New
324
Increased
775
Reduced
596
Closed
45
Calls
$91.8M
Puts
$30.5M
Net Calls
+$61.3M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SWK
1301
Stephen W. Kidder
$1.13M
PCIA
1302
Prime Capital Investment Advisors
Kansas
$1.13M +$6.79K +21 +0.6%
FWIA
1303
Fort Washington Investment Advisors
Ohio
$1.13M +$646 +2 +0.1%
AWM
1304
Altium Wealth Management
New York
$1.12M +$65.6K +203 +6%
PPCM
1305
Pillar Pacific Capital Management
California
$1.11M +$66.3K +205 +6%
LOPW
1306
Live Oak Private Wealth
North Carolina
$1.11M +$1.11M +3,445 New
FFG
1307
Ford Financial Group
California
$1.11M +$728K +2,253 +189%
WAOTB
1308
Wealth Advisors of Tampa Bay
Florida
$1.11M -$58.2K -180 -5%
AW
1309
Avion Wealth
Texas
$1.1M +$323 +1 +0%
MFW
1310
Mosaic Family Wealth
Missouri
$1.09M
MFG
1311
MidWestOne Financial Group
Iowa
$1.09M +$1.09M +3,375 New
IWA
1312
Inspirion Wealth Advisors
Illinois
$1.09M +$147K +455 +16%
FBFS
1313
First Business Financial Services
Wisconsin
$1.08M
SFG
1314
SevenBridge Financial Group
Pennsylvania
$1.07M +$205K +635 +24%
CCM
1315
Colorado Capital Management
Colorado
$1.06M -$14.9K -46 -1%
HCM
1316
Hengehold Capital Management
Ohio
$1.06M -$126K -391 -11%
KL
1317
KWMG LLC
Kansas
$1.06M +$115K +357 +12%
CFS
1318
Cannon Financial Strategists
Georgia
$1.05M -$72.7K -225 -7%
P
1319
&Partners
Tennessee
$1.04M -$77.5K -240 -7%
IP
1320
Intellectus Partners
California
$1.04M -$17.5K -54 -2%
GIA
1321
GHP Investment Advisors
Colorado
$1.04M +$6.14K +19 +0.6%
WIA
1322
World Investment Advisors
California
$1.04M +$44.3K +137 +4%
BW
1323
Bison Wealth
Georgia
$1.04M -$177K -547 -15%
PNAA
1324
Pictet North America Advisors
Switzerland
$1.04M +$1.04M +3,201 New
PA
1325
Parkside Advisors
California
$1.03M