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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 %
ACM
1751
Advisors Capital Management
New Jersey
$236K -$78.4K -253 -25%
CCM
1752
Cribstone Capital Management
Maine
$236K -$13K -42 -5%
JWBC
1753
John W. Brooker & Co
California
$236K – – –
FCM
1754
Firestone Capital Management
Florida
$236K +$2.47K +8 +1%
WCFA
1755
Walkner Condon Financial Advisors
Wisconsin
$235K -$12.7K -41 -5%
SVCP
1756
Silicon Valley Capital Partners
California
$235K +$235K +758 New
HIS
1757
Horizon Investment Services
Indiana
$235K +$235K +760 New
VBFG
1758
Vishria Bird Financial Group
Tennessee
$234K -$131K -424 -36%
PWA
1759
Providence Wealth Advisors
Illinois
$234K +$234K +755 New
SIM
1760
Sonora Investment Management
Arizona
$233K -$5.58K -18 -2%
SPL
1761
Smart Portfolios LLC
Washington
$233K +$233K +695 New
DWA
1762
Dougherty Wealth Advisers
Minnesota
$229K – – –
NPA
1763
Nichols & Pratt Advisers
Massachusetts
$228K +$228K +735 New
HCMNY
1764
Howard Capital Management (New York)
New York
$228K +$228K +736 New
MHIC
1765
Marble Harbor Investment Counsel
Massachusetts
$228K +$228K +737 New
WA
1766
WBH Advisory
Maryland
$227K -$45.1K -146 -17%
LSPW
1767
Lake Street Private Wealth
Illinois
$225K -$133K -431 -37%
ACM
1768
Ategra Capital Management
Virginia
$225K -$29.7K -96 -12%
HCIA
1769
Hochman Cole Investment Advisors
Illinois
$223K +$223K +720 New
MAS
1770
Madden Advisory Services
Florida
$223K +$223K +722 New
TAM
1771
Tocqueville Asset Management
New York
$222K +$222K +718 New
DWM
1772
Darwin Wealth Management
Florida
$219K -$267K -865 -55%
CB
1773
Cadence Bank
Mississippi
$219K +$219K +706 New
EIA
1774
Edgemoor Investment Advisors
Maryland
$219K +$219K +706 New
CFA
1775
Capstone Financial Advisors
Illinois
$219K +$219K +708 New
69 70
71
72 73