IVV icon

iShares Core S&P 500 ETF

2,601 hedge funds and large institutions have $243B invested in iShares Core S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 1,106 increasing their positions, 757 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,601
Holders Change
+351
Holders Change %
+15.6%
% of All Funds
40.17%
Holding in Top 10
858
Holding in Top 10 Change
+132
Holding in Top 10 Change %
+18.18%
% of All Funds
13.25%
New
450
Increased
1,106
Reduced
757
Closed
57
Calls
$150M
Puts
$803M
Net Calls
-$653M
Net Calls Change
-$354M
Name Holding Trade Value Shares
Change
Shares
Change %
SP
1401
Successful Portfolios
Florida
$2.93M +$247K +518 +9%
CMP
1402
Courage Miller Partners
Virginia
$2.92M -$194K -406 -6%
NAM
1403
NorthCrest Asset Manangement
Minnesota
$2.91M +$2.91M +6,107 New
AIM
1404
Aspen Investment Management
Michigan
$2.9M -$23.9K -50 -0.8%
ATWA
1405
Arbor Trust Wealth Advisors
Michigan
$2.88M -$20.5K -43 -0.7%
CA
1406
CapWealth Advisors
Tennessee
$2.88M -$5.72K -12 -0.2%
LCM
1407
Liberty Capital Management
Michigan
$2.87M
VR
1408
Viridian RIA
Washington
$2.86M +$2.86M +6,005 New
ACA
1409
Ackerman Capital Advisors
Texas
$2.84M
CWM
1410
Centric Wealth Management
Illinois
$2.84M +$11.4K +24 +0.4%
SWA
1411
SOA Wealth Advisors
New York
$2.83M +$4.78K +10 +0.2%
CBT
1412
Central Bank & Trust
Kentucky
$2.82M +$397K +833 +16%
QPWM
1413
Quadrant Private Wealth Management
Pennsylvania
$2.82M +$512K +1,074 +22%
CWM
1414
Concentric Wealth Management
California
$2.81M -$35.3K -74 -1%
ZF
1415
Zhang Financial
Michigan
$2.81M -$18.6K -39 -0.7%
QCIG
1416
Quad-Cities Investment Group
Iowa
$2.8M +$228K +479 +9%
WAOTB
1417
Wealth Advisors of Tampa Bay
Florida
$2.77M +$1.32M +2,763 +91%
TCPWM
1418
Traverso Chambers Private Wealth Management
California
$2.73M -$17.2K -36 -0.6%
PAI
1419
Pittenger & Anderson Inc
Nebraska
$2.72M -$258K -541 -9%
CT
1420
Columbia Trust
Oregon
$2.72M
OCM
1421
Orser Capital Management
Texas
$2.71M +$932K +1,955 +52%
WI
1422
Wedgewood Investors
Pennsylvania
$2.7M
DFC
1423
DBK Financial Counsel
Ohio
$2.7M +$2.7M +5,649 New
TC
1424
Truvestments Capital
Florida
$2.69M +$215K +451 +9%
HPC
1425
HM Payson & Co
Maine
$2.68M -$13.4K -28 -0.5%