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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 %
MG
1651
MilWealth Group
Wisconsin
$345K – – –
SC
1652
Searle & Co
Connecticut
$343K – – –
EP
1653
Eudaimonia Partners
Tennessee
$338K -$1.98M -6,394 -85%
HCM
1654
HMS Capital Management
Tennessee
$338K – – –
FFG
1655
Fullen Financial Group
Ohio
$334K +$334K +1,078 New
AIP
1656
Almanack Investment Partners
Pennsylvania
$330K +$309 +1 +0.1%
BRC
1657
Bell Rock Capital
Delaware
$327K +$1.24K +4 +0.4%
W
1658
WealthOne
New York
$327K +$22K +71 +7%
CCP
1659
Cardan Capital Partners
Colorado
$325K -$207K -670 -39%
BFA
1660
Bragg Financial Advisors
North Carolina
$322K -$77.5K -250 -19%
LWANC
1661
Laurel Wealth Advisors (North Carolina)
North Carolina
$322K +$2.48K +8 +0.8%
UBG
1662
United Bank (Georgia)
Georgia
$321K – – –
LC
1663
Lindbrook Capital
California
$318K +$318K +1,028 New
CFFP
1664
Center for Financial Planning
Michigan
$317K – – –
FPB
1665
First PREMIER Bank
South Dakota
$317K +$106K +342 +50%
CC
1666
Callan Capital
California
$316K – – –
BHTS
1667
Bar Harbor Trust Services
Maine
$314K +$25.7K +83 +9%
FIA
1668
Foundations Investment Advisors
Arizona
$314K +$314K +1,001 New
IWS
1669
Insight Wealth Strategies
California
$313K -$26.9K -87 -8%
AHC
1670
Adell Harriman & Carpenter
Texas
$312K – – –
GC
1671
Garde Capital
Washington
$311K +$928 +3 +0.3%
MLL
1672
Moody Lynn & Lieberson
Massachusetts
$310K – – –
KFS
1673
Kurt F. Somerville
$310K – – –
ZIM
1674
Zacks Investment Management
Illinois
$310K +$66.3K +214 +27%
AA
1675
Auxano Advisors
Washington
$309K +$309K +999 New
65 66
67
68 69