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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.23B
2
PPFA
Provida Pension Fund Administrator
Chile
+$659M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$504M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$492M
5
Charles Schwab
Charles Schwab
California
+$486M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$1.46B
2
PPA
Parametric Portfolio Associates
Washington
-$921M
3
Osaic Holdings
Osaic Holdings
Arizona
-$848M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$812M
5
Korea Investment Corp
Korea Investment Corp
South Korea
-$636M
Name Holding Trade Value Shares
Change 		Shares
Change %
VST
1626
Van Strum & Towne
California
$373K – – –
FP
1627
Financial Perspectives
Minnesota
$371K +$7.74K +25 +2%
HCM
1628
Hengehold Capital Management
Ohio
$367K -$34.1K -110 -8%
MPIA
1629
Mountain Pacific Investment Advisers
Idaho
$367K +$15.5K +50 +4%
PS
1630
Portfolio Strategies
New York
$366K – – –
SHWM
1631
Silicon Hills Wealth Management
Texas
$364K -$82.7K -267 -19%
DC
1632
Defender Capital
North Carolina
$364K +$364K +1,174 New
EWM
1633
Executive Wealth Management
Michigan
$363K -$156K -505 -30%
PCM
1634
Pointe Capital Management
Michigan
$361K -$8.36K -27 -2%
SFP
1635
Strategic Financial Planning
Texas
$361K – – –
ONST
1636
Old North State Trust
North Carolina
$360K – – –
SL
1637
Summitry LLC
California
$360K +$930 +3 +0.3%
HTHT
1638
Hemenway Trust Hemenway Trust
New Hampshire
$359K +$359K +1,159 New
TPW
1639
TL Private Wealth
Texas
$358K -$128K -394 -26%
ACM
1640
Azimuth Capital Management
Michigan
$358K – – –
LWP
1641
Legacy Wealth Planning
Nevada
$354K -$53.6K -173 -13%
ZIG
1642
Zurich Insurance Group
Switzerland
$353K -$926K -3,535 -72%
TC
1643
Tatro Capital
Kentucky
$353K – – –
PIG
1644
Pantheon Investment Group
California
$352K +$352K +1,137 New
FAN
1645
Financial Advisors Network
California
$351K -$241K -779 -41%
HDIM
1646
Hanson & Doremus Investment Management
Vermont
$351K – – –
NSB
1647
Norway Savings Bank
Maine
$351K +$180K +582 +105%
Legal & General Group
1648
Legal & General Group
United Kingdom
$348K -$445K -1,440 -56%
MGWM
1649
Marks Group Wealth Management
Minnesota
$345K -$151K -489 -31%
PW
1650
Peninsula Wealth
California
$345K +$928 +3 +0.3%
64 65
66
67 68