IVV icon

iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
EPWM
1726
Essex Private Wealth Management
Massachusetts
$273K +$273K +845 New
MPM
1727
Meritage Portfolio Management
Kansas
$272K
FA
1728
Fortis Advisors
Pennsylvania
$272K +$2.58K +8 +1%
PIM
1729
Penobscot Investment Management
Massachusetts
$271K +$271K +839 New
AWM
1730
AllSquare Wealth Management
New York
$269K
LWMT
1731
Legacy Wealth Management (Tennessee)
Tennessee
$269K +$269K +832 New
AIA
1732
Alera Investment Advisors
Illinois
$268K -$323K -998 -55%
MCM
1733
Maple Capital Management
Vermont
$268K +$27.8K +86 +12%
JWM
1734
JGP Wealth Management
Oregon
$267K
SDWIA
1735
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$267K +$267K +827 New
RCS
1736
Retirement Capital Strategies
California
$266K
G
1737
GenTrust
Florida
$266K +$323 +1 +0.1%
LWS
1738
Lucia Wealth Services
California
$265K +$3.88K +12 +1%
CM
1739
Churchill Management
California
$263K -$21K -65 -7%
MS
1740
Madden Securities
Texas
$263K +$263K +812 New
CCM
1741
Cribstone Capital Management
Maine
$260K -$129K -400 -33%
SIM
1742
Sadoff Investment Management
Wisconsin
$259K -$107K -332 -29%
NCM
1743
Neumann Capital Management
California
$259K
TWM
1744
Torch Wealth Management
Ohio
$257K
LWM
1745
Lyell Wealth Management
California
$257K +$257K +795 New
MWM
1746
Maltin Wealth Management
New Jersey
$256K +$256K +791 New
KAM
1747
Knightsbridge Asset Management
California
$255K -$3.23K -10 -1%
OBWP
1748
O'Brien Wealth Partners
Massachusetts
$254K +$31.2K +96 +14%
SFI
1749
SPC Financial Inc
Maryland
$254K +$254K +785 New
MCC
1750
Malaga Cove Capital
California
$254K +$254K +785 New