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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,164 hedge funds and large institutions have $166B invested in iShares Core S&P 500 ETF in 2020 Q4 according to their latest regulatory filings, with 323 funds opening new positions, 847 increasing their positions, 734 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,164
Holders Change
+232
Holders Change %
+12.01%
% of All Funds
38.4%
Holding in Top 10
703
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+12.66%
% of All Funds
12.47%
New
323
Increased
847
Reduced
734
Closed
55
Calls
$96M
Puts
$30.8M
Net Calls
+$65.2M
Net Calls Change
+$1.29M

Top Buyers

1
Squarepoint
Squarepoint
New York
+$1.54B
2
BlackRock
BlackRock
New York
+$1.26B
3
Citadel Advisors
Citadel Advisors
Florida
+$1.23B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.02B
5
Morgan Stanley
Morgan Stanley
New York
+$492M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$10.4B
2
EMPI
Elo Mutual Pension Insurance
Finland
-$671M
3
BOI
Bank of Italy
Italy
-$558M
4
PPFA
Provida Pension Fund Administrator
Chile
-$502M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$386M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
1401
Reilly Financial Advisors
California
$1.46M +$227K +605 +18%
Fisher Asset Management
1402
Fisher Asset Management
Washington
$1.46M +$436K +1,160 +43%
FWP
1403
FAS Wealth Partners
Kansas
$1.45M -$1.54M -4,108 -52%
BPB
1404
Badgley, Phelps & Bell
Washington
$1.45M +$16.9K +45 +1%
CAM
1405
Congress Asset Management
Massachusetts
$1.45M +$423K +1,126 +41%
BOPW
1406
Brandywine Oak Private Wealth
Pennsylvania
$1.44M -$5.63K -15 -0.4%
HC
1407
Hamilton Capital
Ohio
$1.43M +$657K +1,751 +85%
WFA
1408
Wells Financial Advisors
Massachusetts
$1.43M +$1.43M +3,795 New
AWA
1409
ARQ Wealth Advisors
Arizona
$1.42M +$40.9K +109 +3%
SPA
1410
Sentinel Pension Advisors
Massachusetts
$1.42M -$85.6K -228 -6%
KM
1411
Kalos Management
Georgia
$1.42M -$1.18M -3,047 -45%
GC
1412
Gratus Capital
Georgia
$1.41M -$37.5K -100 -3%
GIA
1413
GHP Investment Advisors
Colorado
$1.41M +$53.7K +143 +4%
NWA
1414
Navis Wealth Advisors
New York
$1.41M +$1.41M +3,765 New
BBA
1415
Braun-Bostich & Associates
Pennsylvania
$1.41M +$1.29M +3,435 +1,060%
SEI Investments
1416
SEI Investments
Pennsylvania
$1.4M +$69.5K +185 +5%
PWM
1417
Paulson Wealth Management
Illinois
$1.39M -$4.51K -12 -0.3%
SCM
1418
Southport Capital Management
Tennessee
$1.39M +$32.3K +86 +2%
HPCM
1419
Hunter Perkins Capital Management
Illinois
$1.39M – – –
OWM
1420
OneAscent Wealth Management
Alabama
$1.38M +$1.38M +3,688 New
TCWM
1421
Total Clarity Wealth Management
Illinois
$1.38M +$129K +343 +10%
GWS
1422
Glassman Wealth Services
Virginia
$1.37M +$4.13K +11 +0.3%
ACM
1423
AlphaStar Capital Management
North Carolina
$1.37M +$205K +544 +18%
GI
1424
Gradient Investments
Minnesota
$1.37M – – –
VNIM
1425
Vaughan Nelson Investment Management
Texas
$1.37M +$197K +525 +17%
55 56
57
58 59