IVV icon

iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
1726
Advisors Capital Management
New Jersey
$581K +$50.3K +134 +9%
GIA
1727
Gateway Investment Advisers
Ohio
$577K
FF
1728
FourThought Financial
Florida
$576K +$576K +1,537 New
CC
1729
Cedar Capital
Illinois
$575K -$220K -585 -28%
GA
1730
GFS Advisors
Texas
$575K
I2I
1731
Insight 2811 Inc
Illinois
$572K +$25.9K +69 +5%
SAM
1732
Sompo Asset Management
Japan
$571K +$41.7K +111 +8%
WWM
1733
WT Wealth Management
Arizona
$569K
EP
1734
Eudaimonia Partners
Tennessee
$569K +$167K +446 +42%
GWM
1735
Greenwich Wealth Management
Connecticut
$567K +$14.6K +39 +3%
BCM
1736
Bayesian Capital Management
New York
$567K +$567K +1,511 New
PT
1737
Plimoth Trust
Massachusetts
$566K -$375 -1 -0.1%
MM
1738
Main Management
California
$565K -$48.8K -130 -8%
AFAS
1739
Acorn Financial Advisory Services
Virginia
$564K +$12.4K +33 +2%
FWI
1740
Facet Wealth Inc
Maryland
$564K +$564K +1,504 New
RF
1741
Rollins Financial
Georgia
$563K +$563K +1,501 New
BB
1742
Berkshire Bank
Massachusetts
$562K -$121K -322 -18%
BIA
1743
Biondo Investment Advisors
Pennsylvania
$559K -$89K -237 -14%
CA
1744
Cortland Associates
Missouri
$557K
WLIM
1745
White Lighthouse Investment Management
Massachusetts
$555K +$7.89K +21 +1%
LOPW
1746
Live Oak Private Wealth
North Carolina
$553K +$246K +654 +80%
TI
1747
tru Independence
Oregon
$552K -$12.8M -34,165 -96%
MA
1748
MJP Associates
Connecticut
$550K +$550K +1,466 New
SNB
1749
Security National Bank
Nebraska
$550K +$550K +1,466 New
PSC
1750
Prentiss Smith & Co
Vermont
$548K