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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,889 hedge funds and large institutions have $128B invested in iShares Core S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 707 increasing their positions, 832 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,889
Holders Change
+65
Holders Change %
+3.56%
% of All Funds
38.83%
Holding in Top 10
622
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.14%
% of All Funds
12.79%
New
147
Increased
707
Reduced
832
Closed
68
Calls
$121M
Puts
$72M
Net Calls
+$48.8M
Net Calls Change
+$53.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.23B
2
PPFA
Provida Pension Fund Administrator
Chile
+$659M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$504M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$492M
5
Charles Schwab
Charles Schwab
California
+$486M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$1.46B
2
PPA
Parametric Portfolio Associates
Washington
-$921M
3
Osaic Holdings
Osaic Holdings
Arizona
-$848M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$812M
5
Korea Investment Corp
Korea Investment Corp
South Korea
-$636M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
1301
Ballast Advisors
Minnesota
$1.1M +$110K +355 +11%
CFS
1302
Cannon Financial Strategists
Georgia
$1.09M +$143K +463 +15%
FFM
1303
Fullerton Fund Management
Singapore
$1.09M -$7.93M -25,601 -88%
AS
1304
Altshuler Shaham
Israel
$1.08M +$1.08M +3,500 New
EGA
1305
E&G Advisors
Texas
$1.08M – – –
MWM
1306
MinichMacGregor Wealth Management
New York
$1.08M -$240K -777 -18%
KOMWMG
1307
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.08M +$20.7K +67 +2%
AM
1308
Atwater Malick
Pennsylvania
$1.08M +$2.48K +8 +0.2%
ECM
1309
Evergreen Capital Management
Washington
$1.08M +$620 +2 +0.1%
EM
1310
Excalibur Management
Massachusetts
$1.07M -$46.5K -150 -4%
IIM
1311
Ipswich Investment Management
Massachusetts
$1.07M -$9.91K -32 -0.9%
CT
1312
Cambridge Trust
Massachusetts
$1.07M -$24.8K -75 -2%
PWG
1313
Private Wealth Group
Florida
$1.06M – – –
CIC
1314
Cutler Investment Counsel
Oregon
$1.06M +$65.9K +213 +7%
KLCM
1315
KG&L Capital Management
Louisiana
$1.06M -$52.9K -171 -5%
BRWM
1316
B. Riley Wealth Management
Tennessee
$1.05M -$356K -1,149 -25%
QT
1317
Quantbot Technologies
New York
$1.05M +$111K +358 +12%
DWM
1318
Doyle Wealth Management
Florida
$1.04M -$311K -1,003 -23%
APWM
1319
Atlas Private Wealth Management
New York
$1.04M -$56.1K -181 -5%
CFD
1320
Creative Financial Designs
Indiana
$1.04M +$207K +667 +25%
SIS
1321
SVB Investment Services
Utah
$1.04M -$70.6K -228 -6%
MFG
1322
MidWestOne Financial Group
Iowa
$1.04M -$8.36K -27 -0.8%
RMDI
1323
R.M. Davis Inc
Maine
$1.03M – – –
KWA
1324
KCS Wealth Advisory
California
$1.03M -$416K -1,345 -29%
HFP
1325
Holistic Financial Partners
Indiana
$1.02M -$1.04M -3,371 -51%
51 52
53
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