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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 %
FSG
1676
Financial Strategies Group
Michigan
$667K +$51.1K +136 +8%
AWA
1677
AmeriServ Wealth Advisors
Pennsylvania
$666K +$666K +1,774 New
PA
1678
Procyon Advisors
Connecticut
$664K +$21.4K +57 +3%
SFWA
1679
Summit Financial Wealth Advisors
Louisiana
$663K +$63.5K +189 +11%
ODG
1680
O'Dell Group
Ohio
$662K +$662K +1,764 New
CBB
1681
Citizens Business Bank
California
$661K – – –
TNA
1682
True North Advisors
Texas
$660K -$99.4K -265 -13%
MF
1683
Montis Financial
Massachusetts
$659K +$659K +1,753 New
PCM
1684
Princeton Capital Management
New Jersey
$657K – – –
AMCA
1685
Arthur M. Cohen & Associates
Illinois
$657K +$3K +8 +0.5%
APW
1686
Aurora Private Wealth
New Jersey
$655K – – –
GSC
1687
Ground Swell Capital
South Carolina
$655K +$655K +1,744 New
HIP
1688
HUB Investment Partners
Texas
$655K +$655K +1,950 New
MA
1689
MONECO Advisors
Connecticut
$654K -$212K -557 -25%
SCM
1690
Seascape Capital Management
New Hampshire
$651K -$113K -301 -15%
SVWAG
1691
Sound View Wealth Advisors Group
Georgia
$648K +$375 +1 +0.1%
JBA
1692
Johnson Bixby & Associates
Washington
$644K +$644K +1,716 New
CWMU
1693
Caliber Wealth Management (Utah)
Utah
$644K +$644K +1,717 New
CAI
1694
Capital Advisors Inc
Oklahoma
$642K +$216K +574 +51%
BB
1695
Bell Bank
North Dakota
$642K +$642K +1,710 New
SW
1696
SkyOak Wealth
Michigan
$637K – – –
CGH
1697
Crossmark Global Holdings
Texas
$636K – – –
TWP
1698
Treybourne Wealth Planners
Indiana
$632K +$632K +1,684 New
IPW
1699
Inlet Private Wealth
Florida
$631K -$3.76K -10 -0.6%
BSI
1700
Bennett Selby Investments
Maine
$631K +$631K +1,680 New
66 67
68
69 70