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 %
SCM
1451
Spreng Capital Management
Ohio
$540K
QCIG
1452
Quad-Cities Investment Group
Iowa
$538K +$56.4K +218 +12%
LWM
1453
Lenox Wealth Management
Ohio
$536K +$75.1K +291 +16%
BCI
1454
Brinker Capital Investments
Pennsylvania
$535K -$174K -671 -24%
VIM
1455
Vista Investment Management
Pennsylvania
$531K -$1.3M -5,028 -71%
SFFS
1456
Stonehage Fleming Financial Services
Jersey
$530K
LBD
1457
Landsberg Bennett & Dubbaneh
Florida
$525K +$123K +487 +31%
LRPA
1458
L. Roy Papp & Associates
Arizona
$522K -$45.4K -176 -8%
RPSA
1459
Richard P. Slaughter Associates
Texas
$520K -$403K -1,559 -44%
CCA
1460
Checchi Capital Advisers
California
$517K +$259K +1,000 +100%
WCM
1461
Whitener Capital Management
North Carolina
$515K +$15K +58 +3%
BF
1462
Blankinship & Foster
California
$514K +$514K +1,991 New
JC
1463
Jentner Corp
Ohio
$509K
Wealthfront Advisers
1464
Wealthfront Advisers
California
$507K -$260K -1,007 -34%
CGH
1465
Crossmark Global Holdings
Texas
$506K -$265K -1,025 -34%
1WA
1466
180 Wealth Advisors
Washington
$504K +$7.83K +31 +2%
DBRC
1467
D.B. Root & Company
Pennsylvania
$500K -$68.1K -264 -12%
DACG
1468
Donor Advised Charitable Giving
California
$500K
PCM
1469
Princeton Capital Management
New Jersey
$499K
SHWM
1470
Smith & Howard Wealth Management
Georgia
$499K +$50.9K +197 +11%
ZCA
1471
Zeke Capital Advisors
Pennsylvania
$498K +$115K +443 +30%
Wellington Management Group
1472
Wellington Management Group
Massachusetts
$497K
RFA
1473
Reilly Financial Advisors
California
$496K -$38K -147 -7%
MCM
1474
Murphy Capital Management
New Jersey
$496K +$12.9K +50 +3%
MIC
1475
Means Investment Company
Maine
$496K +$65.8K +235 +15%