IVV icon

iShares Core S&P 500 ETF

1,889 hedge funds and large institutions have $128B invested in iShares Core S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 707 increasing their positions, 832 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,889
Holders Change
+65
Holders Change %
+3.56%
% of All Funds
38.83%
Holding in Top 10
622
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.14%
% of All Funds
12.79%
New
147
Increased
707
Reduced
832
Closed
68
Calls
$121M
Puts
$72M
Net Calls
+$48.8M
Net Calls Change
+$53.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
1526
Procyon Advisors
Connecticut
$540K -$48.6K -157 -8%
AMCA
1527
Arthur M. Cohen & Associates
Illinois
$538K +$2.17K +7 +0.4%
APW
1528
Aurora Private Wealth
New Jersey
$536K -$414K -1,338 -44%
SVWAG
1529
Sound View Wealth Advisors Group
Georgia
$534K +$619 +2 +0.1%
WLIM
1530
White Lighthouse Investment Management
Massachusetts
$533K +$147K +475 +38%
NFC
1531
Northeast Financial Consultants
Connecticut
$532K -$3.66M -11,825 -87%
FAAM
1532
First Ascent Asset Management
Colorado
$532K -$140K -451 -21%
WA
1533
Wambolt & Associates
Colorado
$525K -$3.1K -10 -0.6%
ME
1534
McIlrath & Eck
Washington
$524K +$1.55K +5 +0.3%
IPW
1535
Inlet Private Wealth
Florida
$523K
NS
1536
NewDay Solutions
New Hampshire
$521K -$1.08M -3,502 -68%
OR
1537
Olympiad Research
Connecticut
$520K -$500K -1,614 -49%
FMI
1538
Fiduciary Management Inc
Wisconsin
$519K -$10.3M -33,292 -95%
FA
1539
Faithward Advisors
Pennsylvania
$519K
DACG
1540
Donor Advised Charitable Giving
California
$516K -$82.7K -267 -14%
FSG
1541
Financial Strategies Group
Michigan
$516K +$516K +1,665 New
SQA
1542
Simon Quick Advisors
New Jersey
$515K -$555K -1,790 -52%
HFAS
1543
Hummer Financial Advisory Services
Illinois
$509K
MM
1544
Main Management
California
$506K -$309 -1 -0.1%
RFA
1545
Reilly Financial Advisors
California
$504K -$90.5K -292 -15%
CS
1546
Cannell & Spears
New York
$503K
AW
1547
Avion Wealth
Texas
$502K -$49K -158 -9%
LWA
1548
Lenox Wealth Advisors
New York
$502K +$125K +402 +33%
MWM
1549
Meridian Wealth Management
Kentucky
$501K +$12.1K +39 +2%
ACA
1550
Aptus Capital Advisors
Alabama
$500K +$102K +329 +26%