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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

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

Top Buyers

1
Squarepoint
Squarepoint
New York
$3.79B
2
Truist Financial
Truist Financial
North Carolina
$1.36B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.45B
4
AAS
Avantax Advisory Services
Texas
$368M
5
JGC
J. Goldman & Co
New York
$240M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.06B
2
BlackRock
BlackRock
New York
$17.4B
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
$741M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.11B
5
Wells Fargo
Wells Fargo
California
$7.96B
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
151
RWA Wealth Partners
Massachusetts
$99M +$12.3M +38,137 +14%
CWM
152
Cahaba Wealth Management
Georgia
$98.6M +$6.71M +20,755 +7%
IAA
153
Independent Advisor Alliance
North Carolina
$98.4M +$95.1M +294,337 +2,944%
3AM
154
3EDGE Asset Management
Florida
$96.9M -$4.45M -13,782 -4%
CCM
155
Coldstream Capital Management
Washington
$96.6M +$15.8M +48,951 +20%
SWM
156
SigFig Wealth Management
California
$96.4M +$10.1M +31,223 +12%
VLKIM
157
Van Lanschot Kempen Investment Management
Netherlands
$96.2M +$96.2M +297,519 New
CAL
158
Capital Analysts LLC
Pennsylvania
$96.1M +$1.15M +3,571 +1%
GC
159
Guggenheim Capital
Illinois
$95.7M +$95.7M +296,002 New
Mitsubishi UFJ Trust & Banking
160
Mitsubishi UFJ Trust & Banking
Japan
$94.9M -$1.16M -3,590 -1%
SPC
161
Sigma Planning Corp
Michigan
$93.3M -$6.7M -20,725 -7%
Janus Henderson Group
162
Janus Henderson Group
United Kingdom
$92.8M -$1.87M -5,770 -2%
SC
163
Soundwatch Capital
Connecticut
$91.5M +$91.5M +283,081 New
KIM
164
Karpus Investment Management
New York
$91.4M +$707K +2,187 +0.8%
CA
165
Cetera Advisors
Colorado
$89.8M +$4.58M +14,161 +5%
MA
166
MUFG Americas
New York
$89.6M +$127K +394 +0.1%
HSBC Holdings
167
HSBC Holdings
United Kingdom
$87.3M -$17.4M -53,840 -17%
JRP
168
Jasper Ridge Partners
California
$86.4M -$297M -919,584 -77%
VC
169
Vicus Capital
Pennsylvania
$84.6M +$8.29M +25,659 +11%
SIM
170
SSI Investment Management
California
$84.5M +$16.3M +50,528 +24%
AWM
171
AE Wealth Management
Kansas
$82.7M +$35.1M +108,536 +74%
FI
172
FormulaFolio Investments
Michigan
$82.5M -$132M -409,616 -62%
PP
173
Prudential plc
United Kingdom
$82M -$9.17M -28,380 -10%
GC
174
Gilbert & Cook
Iowa
$81.8M +$2.52M +7,794 +3%
MFG
175
Magnus Financial Group
New York
$80.6M +$37M +114,577 +85%
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