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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,241 hedge funds and large institutions have $204B invested in iShares Core S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 983 increasing their positions, 828 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,241
Holders Change
+43
Holders Change %
+1.96%
% of All Funds
39.12%
Holding in Top 10
721
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.69%
% of All Funds
12.59%
New
128
Increased
983
Reduced
828
Closed
55
Calls
$124M
Puts
$232M
Net Calls
-$108M
Net Calls Change
-$164M

Top Buyers

1
USAA
United Services Automobile Association
Texas
+$1.34B
2
Victory Capital Management
Victory Capital Management
Texas
+$1.31B
3
Squarepoint
Squarepoint
New York
+$1.09B
4
CS
Credit Suisse
Switzerland
+$847M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$635M

Top Sellers

1
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$3.04B
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$774M
3
Wells Fargo
Wells Fargo
California
-$704M
4
FCAS
First Command Advisory Services
Texas
-$428M
5
NB
Norinchukin Bank
Japan
-$420M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
1551
Peak Financial Management
Massachusetts
$1.23M -$62.7K -146 -5%
CDH
1552
Charles D. Hyman
$1.23M – – –
FAM
1553
Formidable Asset Management
Ohio
$1.22M -$1M -2,309 -45%
PP
1554
Patron Partners
Texas
$1.22M +$954K +2,220 +362%
Simplex Trading
1555
Simplex Trading
Illinois
$1.22M +$935K +2,176 +333%
LC
1556
Lincoln Capital
Nebraska
$1.22M +$402K +934 +49%
AWM
1557
Altium Wealth Management
New York
$1.21M -$46.4K -108 -4%
PTC
1558
Philadelphia Trust Company
Pennsylvania
$1.21M – – –
BC
1559
Burleson & Co
California
$1.2M -$539K -1,255 -31%
IWA
1560
Intercontinental Wealth Advisors
Texas
$1.2M – – –
RFWA
1561
RPg Family Wealth Advisory
Massachusetts
$1.2M +$1.2M +2,793 New
BFA
1562
Brown Financial Advisory
Alabama
$1.2M -$21.9K -51 -2%
LNWWM
1563
Laird Norton Wetherby Wealth Management
California
$1.2M +$168K +390 +16%
BMWM
1564
Brown Miller Wealth Management
Virginia
$1.19M +$67K +156 +6%
MGI
1565
MayTech Global Investments
New York
$1.19M +$1.19M +2,764 New
PL
1566
Parthenon LLC
Kentucky
$1.18M -$7.74K -18 -0.6%
AIM
1567
Axiom Investment Management
New York
$1.18M – – –
Toronto Dominion Bank
1568
Toronto Dominion Bank
Ontario, Canada
$1.18M – – –
LWANC
1569
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.18M +$626K +1,455 +113%
CW
1570
Connectus Wealth
Ohio
$1.18M -$91.1K -212 -7%
TFA
1571
Teamwork Financial Advisors
Texas
$1.18M -$25.4K -59 -2%
EHC
1572
Everett Harris & Co
California
$1.18M -$140K -325 -11%
CCMD
1573
Cypress Capital Management (Delaware)
Delaware
$1.18M -$98.9K -230 -8%
NP
1574
NorthRock Partners
Minnesota
$1.17M -$18.5K -43 -2%
RIM
1575
Regent Investment Management
Kentucky
$1.17M +$1.17M +2,718 New
61 62
63
64 65