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 %
MIG
1426
McGuire Investment Group
Rhode Island
$577K +$19.6K +76 +4%
GWS
1427
Glassman Wealth Services
Virginia
$577K +$375K +1,453 +186%
HCA
1428
Harbour Capital Advisors
Virginia
$576K -$1.29K -5 -0.2%
FWSM
1429
First Wilshire Securities Management
California
$575K
IIA
1430
IPG Investment Advisors
California
$575K +$105K +405 +22%
KAH
1431
Kathryn A. Hall
$572K
ISB
1432
Iowa State Bank
Iowa
$572K +$12.7K +49 +2%
PT
1433
Plimoth Trust
Massachusetts
$571K +$5.17K +20 +0.9%
RCA
1434
Rowland Carmichael Advisors
Arizona
$569K -$215K -831 -27%
WCM
1435
Weik Capital Management
Pennsylvania
$564K -$24.6K -95 -4%
GD
1436
Grandfield & Dodd
New York
$564K +$564K +2,184 New
FAAM
1437
First Ascent Asset Management
Colorado
$560K +$57.1K +221 +11%
TBA
1438
Tower Bridge Advisors
Pennsylvania
$554K
MCM
1439
Mengis Capital Management
Oregon
$554K -$4.65K -18 -0.8%
MA
1440
MONECO Advisors
Connecticut
$554K +$19.1K +74 +4%
KCM
1441
Kornitzer Capital Management
Kansas
$553K -$1.72M -6,638 -76%
PNAA
1442
Pictet North America Advisors
Switzerland
$551K -$276K -1,067 -33%
KPCM
1443
Kings Point Capital Management
New York
$548K -$80.2K -310 -13%
EHC
1444
Everett Harris & Co
California
$547K +$120K +466 +28%
WA
1445
WestEnd Advisors
North Carolina
$547K +$535K +2,071 +4,707%
3AM
1446
3D Asset Management
Connecticut
$545K -$217K -840 -28%
KP
1447
Keel Point
Alabama
$544K -$5.68K -22 -1%
CBN
1448
Cadence Bank NA
Texas
$543K -$76.4K -296 -12%
RWM
1449
Ritholtz Wealth Management
New York
$541K -$80.2M -310,396 -99%
TFA
1450
Teamwork Financial Advisors
Texas
$541K +$83K +321 +18%