IVV icon

iShares Core S&P 500 ETF

1,824 hedge funds and large institutions have $107B invested in iShares Core S&P 500 ETF in 2020 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 812 increasing their positions, 741 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,824
Holders Change
-83
Holders Change %
-4.35%
% of All Funds
40.29%
Holding in Top 10
615
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-2.38%
% of All Funds
13.59%
New
88
Increased
812
Reduced
741
Closed
140
Calls
$89.1M
Puts
$94.1M
Net Calls
-$5.01M
Net Calls Change
-$66.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PPCM
1351
Pillar Pacific Capital Management
California
$758K -$133K -514 -15%
PL
1352
Parthenon LLC
Kentucky
$756K -$163K -630 -18%
CAM
1353
Congress Asset Management
Massachusetts
$755K -$1.02M -3,934 -57%
SFG
1354
SevenBridge Financial Group
Pennsylvania
$749K -$107K -413 -12%
PFBT
1355
Parkside Financial Bank & Trust
Missouri
$748K -$46K -178 -6%
RPWA
1356
Regent Peak Wealth Advisors
Georgia
$746K +$10.3K +40 +1%
BFM
1357
Boston Financial Management
Massachusetts
$742K -$1.8M -6,957 -71%
MFW
1358
Mosaic Family Wealth
Missouri
$742K -$131K -508 -15%
HCA
1359
Horan Capital Advisors
Ohio
$737K -$284K -1,100 -28%
RP
1360
Reinhart Partners
Wisconsin
$736K
SF
1361
Symphony Financial
Texas
$729K +$729K +2,780 New
CDH
1362
Charles D. Hyman
$726K
AWM
1363
Aprio Wealth Management
Georgia
$724K -$718K -2,779 -50%
FMC
1364
First Merchants Corp
Indiana
$724K +$19.6K +76 +3%
BC
1365
Brio Consultants
California
$721K -$5.17K -20 -0.7%
PL
1366
Plancorp LLC
Missouri
$720K -$1.33M -5,143 -65%
SFWA
1367
Summit Financial Wealth Advisors
Louisiana
$720K +$183K +687 +34%
Toronto Dominion Bank
1368
Toronto Dominion Bank
Ontario, Canada
$719K
SFG
1369
Sowa Financial Group
Rhode Island
$713K -$53.5K -207 -7%
RFWA
1370
RPg Family Wealth Advisory
Massachusetts
$702K -$101K -390 -13%
EAMA
1371
EFG Asset Management (Americas)
Florida
$701K -$51.5K -199 -7%
AIA
1372
Arbor Investment Advisors
North Carolina
$700K -$43.9K -170 -6%
FDCC
1373
Foster Dykema Cabot & Co
Massachusetts
$697K
CFD
1374
Creative Financial Designs
Indiana
$695K -$1.78M -6,871 -72%
RC
1375
Randolph Company
Ohio
$695K +$23.3K +90 +3%