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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 %
CIM
1326
Corda Investment Management
Texas
$2.17M -$25.8K -60 -1%
CRCM
1327
Corbett Road Capital Management
Virginia
$2.17M -$961K -2,235 -31%
LCOV
1328
London Company of Virginia
Virginia
$2.16M -$1.79M -4,163 -45%
LC
1329
Lavaca Capital
Texas
$2.16M +$12.5K +29 +0.6%
SMH
1330
Sanders Morris Harris
Texas
$2.16M -$17.6M -40,677 -89%
HH
1331
HWG Holdings
Texas
$2.16M +$1.36M +3,174 +172%
WFA
1332
Wells Financial Advisors
Massachusetts
$2.16M +$508K +1,182 +31%
CFB
1333
Cullen/Frost Bankers
Texas
$2.16M -$337K -783 -14%
TCWA
1334
Ten Capital Wealth Advisors
Washington
$2.16M +$1.4M +3,259 +186%
GB
1335
Gunma Bank
Japan
$2.15M -$1.38M -3,200 -39%
JPG
1336
Jordan Park Group
California
$2.14M +$2.14M +4,987 New
HWM
1337
Hemington Wealth Management
Virginia
$2.14M +$65.3K +152 +3%
CDIA
1338
Capital Directions Investment Advisors
Georgia
$2.12M +$2.12M +4,924 New
HFS
1339
Howard Financial Services
Texas
$2.1M -$332K -771 -14%
APC
1340
Aspire Private Capital
North Carolina
$2.1M +$177K +412 +9%
LWM
1341
Lyell Wealth Management
California
$2.1M +$254K +590 +14%
GC
1342
Grace Capital
Massachusetts
$2.09M – – –
GA
1343
Geller Advisors
New York
$2.08M -$808K -1,879 -28%
SWM
1344
Soundmark Wealth Management
Washington
$2.08M -$659K -1,534 -24%
GAG
1345
GM Advisory Group
New York
$2.07M -$471K -1,095 -19%
AF
1346
Alerus Financial
North Dakota
$2.07M – – –
HWM
1347
Howard Wealth Management
Connecticut
$2.07M +$34K +79 +2%
MS
1348
Marshall & Sullivan
Washington
$2.07M -$82.5K -192 -4%
GP
1349
Girard Partners
Pennsylvania
$2.07M -$9.89K -23 -0.5%
PRA
1350
Pine Ridge Advisers
New York
$2.06M – – –
52 53
54
55 56