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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 %
SFFS
1626
Stonehage Fleming Financial Services
Jersey
$772K -$758K -2,020 -50%
AP
1627
Adero Partners
California
$766K +$148K +393 +24%
AWM
1628
Affinity Wealth Management
Delaware
$760K +$452K +1,189 +146%
WLPWM
1629
Walled Lake Planning & Wealth Management
Illinois
$756K +$53.7K +143 +8%
CTFG
1630
Capstone Triton Financial Group
Oklahoma
$756K +$756K +2,013 New
KP
1631
Keel Point
Alabama
$751K -$70.2K -187 -9%
HFM
1632
Harvest Fund Management
China
$750K – – –
BFS
1633
Bradley Foster & Sargent
Connecticut
$749K +$52.2K +139 +7%
GPC
1634
Garrison Point Capital
California
$746K +$3.01K +8 +0.4%
FNB
1635
Farmers National Bank
Kentucky
$739K +$739K +1,969 New
JC
1636
Jentner Corp
Ohio
$739K – – –
WCM
1637
Whitener Capital Management
North Carolina
$738K +$375 +1 +0.1%
EW
1638
Evoke Wealth
California
$738K +$433K +1,155 +142%
BWA
1639
Bordeaux Wealth Advisors
California
$737K +$737K +1,962 New
HIS
1640
Harvest Investment Services
Illinois
$732K -$532K -1,417 -42%
DCM
1641
Donaldson Capital Management
Indiana
$729K +$168K +449 +30%
FUBT
1642
First United Bank & Trust
Maryland
$729K +$356K +949 +95%
AA
1643
Addison Advisors
Vermont
$728K +$728K +1,940 New
HWM
1644
Hohimer Wealth Management
Washington
$727K – – –
CWA
1645
Clarity Wealth Advisors
California
$726K -$24.8K -66 -3%
SA
1646
Silversage Advisors
California
$724K -$10.6M -28,125 -94%
KCM
1647
Kornitzer Capital Management
Kansas
$723K – – –
Wellington Management Group
1648
Wellington Management Group
Massachusetts
$723K – – –
FVCM
1649
F&V Capital Management
Florida
$717K – – –
HWA
1650
HHM Wealth Advisors
Tennessee
$716K -$16.1K -43 -2%
64 65
66
67 68