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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 %
HIMC
1701
Heritage Investors Management Corp
Maryland
$279K -$165K -533 -37%
BFO
1702
Biltmore Family Office
North Carolina
$279K – – –
FBA
1703
Front Barnett Associates
Illinois
$278K +$4.02K +13 +1%
CC
1704
Cedar Capital
Illinois
$275K -$3.82M -12,356 -93%
WTFG
1705
Wells Trecaso Financial Group
Ohio
$274K – – –
TCM
1706
Tandem Capital Management
New Jersey
$273K – – –
AP
1707
Atwood & Palmer
Missouri
$273K – – –
SWM
1708
Shakespeare Wealth Management
Wisconsin
$273K – – –
AGA
1709
Arkos Global Advisors
Texas
$273K +$273K +882 New
WAS
1710
Wealth Advisory Solutions
Indiana
$273K +$273K +884 New
CP
1711
Covenant Partners
Tennessee
$271K – – –
CG
1712
Corundum Group
Colorado
$271K – – –
TW
1713
Towerpoint Wealth
California
$271K +$1.55K +5 +0.6%
HC
1714
HNP Capital
New York
$270K -$52.5M -167,172 -99%
GM
1715
GeoWealth Management
Illinois
$268K -$154K -497 -36%
SCM
1716
Stonehearth Capital Management
Massachusetts
$267K -$31.2K -95 -10%
TF
1717
Tompkins Financial
New York
$267K +$30.9K +100 +13%
WEC
1718
Winslow Evans & Crocker
Massachusetts
$267K +$55K +178 +26%
VRM
1719
Vectors Research Management
New York
$266K – – –
HIM
1720
Hotaling Investment Management
Pennsylvania
$266K – – –
SDWIA
1721
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$266K – – –
SIC
1722
Samalin Investment Counsel
New York
$264K +$264K +852 New
AWM
1723
AllSquare Wealth Management
New York
$263K -$7.75K -25 -3%
GCP
1724
Gill Capital Partners
Colorado
$262K -$23.3K -75 -8%
SMH
1725
Sanders Morris Harris
Texas
$262K +$262K +845 New
67 68
69
70 71