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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 %
CCM
1601
Carlson Capital Management
Minnesota
$820K -$42.1K -110 -5%
BWAM
1602
Boyd Watterson Asset Management
Ohio
$820K +$48.1K +128 +6%
MCM
1603
Murphy Capital Management
New Jersey
$820K +$97.2K +259 +13%
OCM
1604
Oakwood Capital Management
California
$817K -$69.4K -185 -8%
ISB
1605
Iowa State Bank
Iowa
$813K – – –
First Manhattan
1606
First Manhattan
New York
$807K +$209K +557 +35%
BP
1607
BCK Partners
New York
$806K +$806K +2,147 New
RA
1608
Rodgers & Associates
Pennsylvania
$804K +$804K +2,141 New
CWP
1609
Curated Wealth Partners
California
$802K +$802K +2,136 New
GD
1610
Grandfield & Dodd
New York
$800K -$24.9K -66 -3%
BHBT
1611
Burke & Herbert Bank & Trust
Virginia
$795K +$145K +385 +22%
CAAS
1612
Capital Asset Advisory Services
Michigan
$794K -$243K -647 -23%
CAN
1613
Claraphi Advisory Network
United States
$789K +$11.6K +31 +1%
KPCM
1614
Kings Point Capital Management
New York
$787K -$74.3K -198 -9%
VIM
1615
Vista Investment Management
Pennsylvania
$786K -$13.5K -36 -2%
EGWAG
1616
Elwood & Goetz Wealth Advisory Group
Georgia
$786K +$13.5K +36 +2%
LRPA
1617
L. Roy Papp & Associates
Arizona
$786K +$83.4K +222 +12%
HFA
1618
Hoover Financial Advisors
Pennsylvania
$784K +$106K +278 +16%
MHIC
1619
Marble Harbor Investment Counsel
Massachusetts
$783K +$506K +1,350 +183%
CCA
1620
Checchi Capital Advisers
California
$781K +$218K +581 +39%
GA
1621
GoalVest Advisory
New York
$779K +$779K +2,074 New
MFM
1622
Mirsky Financial Management
New York
$778K +$201K +536 +35%
BMA
1623
Brooks Moore & Associates
Tennessee
$775K – – –
PWM
1624
PBMares Wealth Management
Virginia
$773K +$1.88K +5 +0.2%
RB
1625
Renasant Bank
Mississippi
$773K +$773K +2,059 New
63 64
65
66 67