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 %
PAMG
1376
Patton Albertson Miller Group
Tennessee
$694K +$76.2K +295 +12%
IWA
1377
Inspirion Wealth Advisors
Illinois
$693K -$176K -683 -20%
RICHC
1378
Renaissance Investment Consultants Holding Company
Pennsylvania
$692K -$2.33K -9 -0.3%
LDB
1379
Lee, Danner & Bass
Tennessee
$691K -$1.29K -5 -0.2%
BWAM
1380
Boyd Watterson Asset Management
Ohio
$679K
OAM
1381
Oppenheimer Asset Management
New York
$676K +$323K +1,250 +91%
SCP
1382
Sandhill Capital Partners
New York
$674K +$3.36K +13 +0.5%
1SB
1383
1ST Source Bank
Indiana
$674K +$49.6K +192 +8%
EWA
1384
ERTS Wealth Advisors
Michigan
$673K -$25.2M -97,500 -97%
SW
1385
SkyOak Wealth
Michigan
$664K +$17.8K +69 +3%
Legal & General Group
1386
Legal & General Group
United Kingdom
$663K -$717K -2,775 -52%
PAMU
1387
Pictet Asset Management (UK)
United Kingdom
$662K -$1.11M -4,300 -63%
Fisher Asset Management
1388
Fisher Asset Management
Washington
$662K -$621K -2,402 -48%
NHC
1389
Nicholas Hoffman & Company
Georgia
$661K -$13.4K -52 -2%
HH
1390
Hilltop Holdings
Texas
$651K -$3.05M -11,796 -82%
AWM
1391
Apollon Wealth Management
South Carolina
$651K -$466K -1,803 -42%
SGCA
1392
Steel Grove Capital Advisors
Tennessee
$649K -$121K -470 -16%
LFPWM
1393
Leicht Financial Planning & Wealth Management
New Jersey
$643K -$3.24M -12,497 -83%
GAG
1394
GM Advisory Group
New York
$639K +$20.2K +78 +3%
PFSC
1395
Peoples Financial Services Corp
Pennsylvania
$639K +$639K +2,475 New
TIA
1396
Tiemann Investment Advisors
California
$638K +$66.9K +259 +12%
BTW
1397
Boston Trust Walden
Massachusetts
$634K -$1.03K -4 -0.2%
NIM
1398
Nicollet Investment Management
Minnesota
$632K
LRIA
1399
Leonard Rickey Investment Advisors
Washington
$631K -$14.7K -57 -2%
AFC
1400
Adaptive Financial Consulting
Ohio
$629K +$35.6K +138 +6%