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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 %
WAOTB
1326
Wealth Advisors of Tampa Bay
Florida
$1.02M – – –
LC
1327
LCNB Corp
Ohio
$1.01M +$36.9K +119 +4%
CCM
1328
Covington Capital Management
California
$1.01M +$478K +1,545 +90%
HFS
1329
HBC Financial Services
Washington
$1.01M – – –
KM
1330
Kalos Management
Georgia
$1.01M -$127K -381 -11%
SWK
1331
Stephen W. Kidder
$1.01M -$77.4K -250 -7%
FBFS
1332
First Business Financial Services
Wisconsin
$1.01M – – –
AIM
1333
Axiom Investment Management
New York
$1M +$63.2K +204 +7%
ACP
1334
Arcus Capital Partners
Georgia
$1M -$151K -487 -13%
SCM
1335
SOL Capital Management
Maryland
$999K -$22.3K -72 -2%
BF
1336
Blankinship & Foster
California
$996K +$379K +1,224 +61%
CAM
1337
Congress Asset Management
Massachusetts
$993K +$88.9K +287 +10%
OBGC
1338
O'Brien Greene & Co
Pennsylvania
$991K -$11.1K -36 -1%
PA
1339
Parkside Advisors
California
$991K -$5.57K -18 -0.6%
ACP
1340
Aviance Capital Partners
Florida
$986K +$6.19K +20 +0.6%
BCM
1341
Brookmont Capital Management
Texas
$976K -$413K -1,332 -30%
SCM
1342
Stellar Capital Management
Arizona
$971K +$5.26K +17 +0.5%
JLBC
1343
J.L. Bainbridge & Co
Florida
$969K -$31K -100 -3%
TCWM
1344
Total Clarity Wealth Management
Illinois
$966K +$23.5K +76 +2%
TCOT
1345
Trust Company of Toledo
Ohio
$964K -$3.41K -11 -0.4%
CCM
1346
Colorado Capital Management
Colorado
$962K -$9.56K -31 -1%
VNIM
1347
Vaughan Nelson Investment Management
Texas
$960K +$960K +3,100 New
PA
1348
Paracle Advisors
Washington
$957K -$9.9K -32 -1%
LPIC
1349
LeJeune Puetz Investment Counsel
Michigan
$955K -$189K -610 -17%
BW
1350
Bison Wealth
Georgia
$954K -$48K -155 -5%
52 53
54
55 56