IVV icon

iShares Core S&P 500 ETF

1,907 hedge funds and large institutions have $135B invested in iShares Core S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 324 funds opening new positions, 775 increasing their positions, 596 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,907
Holders Change
+250
Holders Change %
+15.09%
% of All Funds
37.66%
Holding in Top 10
630
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+16.67%
% of All Funds
12.44%
New
324
Increased
775
Reduced
596
Closed
45
Calls
$91.8M
Puts
$30.5M
Net Calls
+$61.3M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
1651
Seelaus Asset Management
New Jersey
$356K
PA
1652
Procyon Advisors
Connecticut
$354K +$354K +1,095 New
HCM
1653
HMS Capital Management
Tennessee
$352K
BWFA
1654
Baltimore-Washington Financial Advisors
Maryland
$352K +$20.6K +64 +6%
UAS
1655
United Asset Strategies
New York
$352K +$352K +1,088 New
W
1656
WealthOne
New York
$349K +$1.61K +5 +0.5%
CG
1657
Cutler Group
California
$349K +$349K +1,081 New
TTWM
1658
TCV Trust & Wealth Management
Virginia
$347K
DP
1659
Dearborn Partners
Illinois
$344K +$344K +1,065 New
CGL
1660
Clarius Group LLC
Washington
$341K
BMC
1661
Benin Management Corp
Connecticut
$340K -$1.62K -5 -0.5%
KTC
1662
Kistler-Tiffany Companies
Pennsylvania
$338K +$647 +2 +0.2%
BRC
1663
Bell Rock Capital
Delaware
$337K -$34.1K -106 -9%
AP
1664
Advisor Partners
California
$337K -$15.5K -47 -4%
AP
1665
Adero Partners
California
$336K +$336K +1,038 New
JSA
1666
Jacobson & Schmitt Advisors
Wisconsin
$331K -$217K -671 -40%
JCM
1667
Jacobi Capital Management
Pennsylvania
$331K +$1.62K +5 +0.5%
CFFP
1668
Center for Financial Planning
Michigan
$331K +$331K +1,023 New
CC
1669
Callan Capital
California
$330K
FFG
1670
Frisch Financial Group
New York
$330K +$34.6K +107 +12%
AWA
1671
Acorn Wealth Advisors
Michigan
$329K +$1.3K +4 +0.4%
DIA
1672
Dana Investment Advisors
Wisconsin
$329K +$329K +1,017 New
NSAM
1673
North Star Asset Management
Wisconsin
$328K +$104K +320 +46%
FSG
1674
Financial Strategies Group
Michigan
$326K +$326K +1,007 New
LG
1675
Leuthold Group
Minnesota
$325K -$213K -660 -40%