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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,932 hedge funds and large institutions have $145B invested in iShares Core S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 706 increasing their positions, 847 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,932
Holders Change
+43
Holders Change %
+2.28%
% of All Funds
39.09%
Holding in Top 10
624
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.32%
% of All Funds
12.62%
New
116
Increased
706
Reduced
847
Closed
49
Calls
$160M
Puts
$96.4M
Net Calls
+$64M
Net Calls Change
+$15.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.91B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$712M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$673M
4
BlackRock
BlackRock
New York
+$343M
5
Osaic Holdings
Osaic Holdings
Arizona
+$254M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$559M
2
PPFA
Provida Pension Fund Administrator
Chile
-$472M
3
BA
Bridgewater Associates
Connecticut
-$353M
4
PPA
Parametric Portfolio Associates
Washington
-$305M
5
Wells Fargo
Wells Fargo
California
-$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
1626
Realta Investment Advisors
Delaware
$413K -$43.4K -129 -10%
WIA
1627
Westbourne Investment Advisors
Maryland
$413K -$23.5K -70 -5%
HFS
1628
Haverford Financial Services
Pennsylvania
$412K -$25.2K -75 -6%
LDB
1629
Lee, Danner & Bass
Tennessee
$412K -$1.68K -5 -0.4%
PPWM
1630
PFG Private Wealth Management
Florida
$409K – – –
WA1
1631
Wimmer Associates 1
California
$409K +$21.8K +65 +6%
PIG
1632
Pantheon Investment Group
California
$407K +$24.9K +74 +7%
VST
1633
Van Strum & Towne
California
$405K – – –
FP
1634
Financial Perspectives
Minnesota
$404K +$672 +2 +0.2%
JCM
1635
Jacobi Capital Management
Pennsylvania
$402K -$17.8K -53 -4%
AHC
1636
Adell Harriman & Carpenter
Texas
$402K +$63.5K +189 +19%
IP
1637
Intellectus Partners
California
$399K -$608K -1,809 -60%
MPIA
1638
Mountain Pacific Investment Advisers
Idaho
$398K – – –
HCM
1639
Hengehold Capital Management
Ohio
$398K – – –
PS
1640
Portfolio Strategies
New York
$397K – – –
FAAM
1641
First Ascent Asset Management
Colorado
$395K -$182K -542 -32%
DC
1642
Defender Capital
North Carolina
$395K – – –
WF
1643
WoodTrust Financial
Wisconsin
$395K +$395K +1,175 New
PAMU
1644
Pictet Asset Management (UK)
United Kingdom
$393K -$1.62M -4,812 -80%
SHA
1645
Seneca House Advisors
Virginia
$392K -$35.3K -105 -8%
PCM
1646
Pointe Capital Management
Michigan
$392K – – –
ONST
1647
Old North State Trust
North Carolina
$390K – – –
SFP
1648
Strategic Financial Planning
Texas
$386K -$5.38K -16 -1%
LWP
1649
Legacy Wealth Planning
Nevada
$385K +$337 +1 +0.1%
LWANC
1650
Laurel Wealth Advisors (North Carolina)
North Carolina
$384K +$35K +104 +10%
64 65
66
67 68