IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,250 hedge funds and large institutions have $203B invested in iShares Core S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 995 increasing their positions, 804 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,250
Holders Change
+9
Holders Change %
+0.4%
% of All Funds
39.52%
Holding in Top 10
726
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.69%
% of All Funds
12.75%
New
104
Increased
995
Reduced
804
Closed
56
Calls
$196M
Puts
$496M
Net Calls
-$300M
Net Calls Change
-$192M

Top Buyers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$1.37B
2
BlackRock
BlackRock
New York
+$1.32B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$821M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$756M
5
Franklin Resources
Franklin Resources
California
+$701M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$7.27B
2
Bank of America
Bank of America
North Carolina
-$6.79B
3
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$1.08B
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$915M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$282M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMDI
1376
R.M. Davis Inc
Maine
$1.94M +$432K +1,002 +29%
SFO
1377
Stokes Family Office
Louisiana
$1.94M -$6.46K -15 -0.3%
GIA
1378
GHP Investment Advisors
Colorado
$1.93M +$2.15K +5 +0.1%
GWSG
1379
GPS Wealth Strategies Group
Colorado
$1.93M -$431 -1 -0%
APC
1380
Aspire Private Capital
North Carolina
$1.92M -$179K -416 -9%
TH
1381
TCTC Holdings
Texas
$1.92M -$348K -808 -15%
VAM
1382
Verity Asset Management
North Carolina
$1.91M -$1.45M -3,363 -43%
RBFC
1383
Roman Butler Fullerton & Co
Missouri
$1.91M +$1.8K +4 +0.1%
RPWA
1384
Regent Peak Wealth Advisors
Georgia
$1.91M – – –
AIC
1385
Ayalon Insurance Company
Israel
$1.91M +$418K +959 +28%
CP
1386
Cumberland Partners
Ontario, Canada
$1.9M +$1.69M +3,921 +799%
AWM
1387
Apollon Wealth Management
South Carolina
$1.9M +$483K +1,120 +34%
PWPS
1388
Pinnacle Wealth Planning Services
Ohio
$1.89M +$17.2K +40 +0.9%
F
1389
F3Logic
Minnesota
$1.88M -$171K -396 -8%
TCWM
1390
Total Clarity Wealth Management
Illinois
$1.88M -$42.2K -98 -2%
Wolverine Trading
1391
Wolverine Trading
Illinois
$1.88M -$6.32M -14,483 -77%
NAM
1392
NTV Asset Management
West Virginia
$1.87M +$140K +325 +8%
WT
1393
Washington Trust
Rhode Island
$1.87M -$3.02K -7 -0.2%
MFIMFI
1394
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.87M +$7.33K +17 +0.4%
AIP
1395
ARS Investment Partners
New York
$1.86M – – –
W
1396
Wealthquest
Ohio
$1.86M +$223K +518 +14%
RPGK
1397
Retirement Planning Group (Kansas)
Kansas
$1.86M -$161K -373 -8%
CCA
1398
Column Capital Advisors
Indiana
$1.86M -$8.62K -20 -0.5%
HL
1399
HeadInvest LLC
Maine
$1.86M -$83.6K -194 -4%
DP
1400
Denver PWM
Colorado
$1.85M -$38.4K -89 -2%
54 55
56
57 58