IVV icon

iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
JIC
1351
Joel Isaacson & Co
New York
$2.06M +$860 +2 +0%
EAMA
1352
EFG Asset Management (Americas)
Florida
$2.06M -$54.2K -126 -3%
FWP
1353
FAS Wealth Partners
Kansas
$2.06M +$139K +324 +7%
F
1354
F3Logic
Minnesota
$2.05M -$391K -908 -16%
WPA
1355
West Paces Advisors
Georgia
$2.05M -$20.6K -48 -1%
FPCG
1356
Fort Pitt Capital Group
Pennsylvania
$2.04M +$141K +329 +7%
CCM
1357
Chilton Capital Management
Texas
$2.04M -$121K -281 -6%
ICM
1358
Islay Capital Management
Texas
$2.04M +$232K +539 +13%
IWS
1359
Insight Wealth Strategies
California
$2.03M -$1.86M -4,320 -48%
MCM
1360
McRae Capital Management
New Jersey
$2.03M +$24.9K +58 +1%
OCG
1361
Opus Capital Group
Ohio
$2.03M -$52.5K -122 -3%
RPGK
1362
Retirement Planning Group (Kansas)
Kansas
$2.02M +$15K +35 +0.8%
DPI
1363
Diversified Portfolios Inc
Michigan
$2.02M -$23.2K -54 -1%
ZIC
1364
ZWJ Investment Counsel
Georgia
$2.01M +$2.15K +5 +0.1%
CCA
1365
Clearwater Capital Advisors
Illinois
$2.01M +$2.15K +5 +0.1%
AP
1366
Appleton Partners
Massachusetts
$2.01M -$12.9K -30 -0.6%
TWM
1367
Tolleson Wealth Management
Texas
$2M
SRC
1368
Sage Rhino Capital
California
$2M
PB
1369
Pinnacle Bancorp
Nebraska
$2M -$56.3K -131 -3%
Massachusetts Financial Services
1370
Massachusetts Financial Services
Massachusetts
$1.99M -$822K -1,913 -29%
APW
1371
Austin Private Wealth
Texas
$1.98M +$550K +1,278 +38%
WAM
1372
WNY Asset Management
New York
$1.97M -$18.5K -43 -0.9%
DLHL
1373
Donald L. Hagan LLC
Florida
$1.97M +$217K +504 +12%
GPA
1374
Garrison Point Advisors
California
$1.96M +$31K +72 +2%
RPWA
1375
Regent Peak Wealth Advisors
Georgia
$1.95M +$608K +1,380 +45%