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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 %
Stifel Financial
126
Stifel Financial
Missouri
$150M +$10.9M +29,041 +8%
BP
127
Ballentine Partners
Massachusetts
$150M +$1.15M +3,070 +0.8%
EH
128
Equitable Holdings
New York
$150M -$1.03M -2,744 -0.7%
SS
129
Simplicity Solutions
Minnesota
$149M +$43.8M +116,648 +42%
Lazard Asset Management
130
Lazard Asset Management
New York
$147M +$2.67M +7,106 +2%
AWE
131
Avidian Wealth Enterprises
Texas
$142M +$17.6M +46,841 +14%
KA
132
Klingman & Associates
New York
$140M +$13.3M +35,402 +11%
FFA
133
Fragasso Financial Advisors
Pennsylvania
$139M +$578K +1,539 +0.4%
CA
134
Cetera Advisors
Colorado
$139M +$10.2M +27,148 +8%
PA
135
Planning Alternatives
Michigan
$138M +$3.16M +8,422 +2%
CWM
136
Cahaba Wealth Management
Georgia
$134M +$6.38M +16,601 +5%
LW
137
Linscomb Wealth
Texas
$133M +$801K +2,134 +0.6%
TFO
138
Tarbox Family Office
California
$132M +$384K +1,023 +0.3%
NAM
139
NorthCoast Asset Management
Connecticut
$132M -$7.27M -19,342 -5%
PAG
140
Private Advisor Group
New Jersey
$131M +$14.3M +38,036 +12%
3AM
141
3EDGE Asset Management
Florida
$128M +$7.2M +19,184 +6%
AA
142
Ashford Advisors
New York
$127M +$127M +338,923 New
Citigroup
143
Citigroup
New York
$127M +$47M +125,120 +59%
BS
144
Bessemer Securities
New York
$125M – – –
CWM
145
Calamos Wealth Management
Illinois
$118M -$1.55M -4,142 -1%
PP
146
Prudential plc
United Kingdom
$117M +$6.86M +18,285 +6%
HTC
147
Haverford Trust Company
Pennsylvania
$116M -$47.8M -127,247 -29%
DWA
148
Divergent Wealth Advisors
Utah
$113M -$28.7M -76,337 -20%
Ensign Peak Advisors
149
Ensign Peak Advisors
Utah
$111M -$65.2M -173,637 -37%
MFG
150
Magnus Financial Group
New York
$110M -$556K -1,480 -0.5%
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