IVV icon

iShares Core S&P 500 ETF

1,932 hedge funds and large institutions have $145B invested in iShares Core S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 706 increasing their positions, 847 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,932
Holders Change
+43
Holders Change %
+2.28%
% of All Funds
39.09%
Holding in Top 10
624
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.32%
% of All Funds
12.62%
New
116
Increased
706
Reduced
847
Closed
49
Calls
$160M
Puts
$96.4M
Net Calls
+$64M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SS
151
Simplicity Solutions
Minnesota
$94.4M +$1.68M +5,013 +2%
Chevy Chase Trust
152
Chevy Chase Trust
Maryland
$92.8M +$27.7M +82,405 +43%
AWC
153
Abundance Wealth Counselors
Pennsylvania
$92.5M +$4.28M +12,732 +5%
Mitsubishi UFJ Trust & Banking
154
Mitsubishi UFJ Trust & Banking
Japan
$92.5M -$13.8M -41,040 -13%
DLIC
155
Daido Life Insurance Company
Japan
$91.8M
GC
156
Gilbert & Cook
Iowa
$91.6M +$1.12M +3,348 +1%
MA
157
MUFG Americas
New York
$91.4M -$1.13M -3,377 -1%
NA
158
NewEdge Advisors
Louisiana
$90.6M +$13.5M +40,117 +17%
HW
159
Hancock Whitney
Mississippi
$90.3M -$2.12M -6,302 -2%
USAA
160
United Services Automobile Association
Texas
$89.9M +$28.4M +84,561 +46%
TF
161
TimeScale Financial
Massachusetts
$89.6M -$1.15M -3,397 -1%
WT
162
Whittier Trust
California
$89.2M +$1.48M +4,396 +2%
SPC
163
Sigma Planning Corp
Michigan
$88.6M -$2.16M -6,415 -2%
RWM
164
Ritholtz Wealth Management
New York
$86.7M +$7.76M +23,084 +10%
GBBWRPM
165
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$85M -$39.4M -117,206 -32%
VC
166
Vicus Capital
Pennsylvania
$83.9M +$4.2M +12,509 +5%
AIA
167
Ally Invest Advisors
North Carolina
$82.7M +$4.28M +12,722 +5%
GFP
168
Gryphon Financial Partners
Ohio
$82.3M -$1.44M -4,276 -2%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$81.4M +$6.45M +19,200 +9%
RI
170
RPTC Inc
Wyoming
$80.1M +$285K +849 +0.4%
GWM
171
Geneos Wealth Management
Colorado
$79.3M +$3.41M +10,351 +4%
RWM
172
Rezny Wealth Management
Florida
$78.7M +$1.45M +4,321 +2%
William Blair & Company
173
William Blair & Company
Illinois
$78.4M -$3.22M -9,593 -4%
WHAM
174
Windmill Hill Asset Management
United Kingdom
$78.3M +$78.3M +232,939 New
CB
175
Commerce Bank
Missouri
$78M +$1.06M +3,151 +1%