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 %
EIA
1751
Edgemoor Investment Advisors
Maryland
$265K +$27.6K +82 +12%
PMG
1752
ProVise Management Group
Florida
$265K +$265K +790 New
RAM
1753
Riggs Asset Management
Pennsylvania
$263K +$3.98K +12 +2%
WI
1754
WBI Investments
New Jersey
$262K +$262K +780 New
LSPW
1755
Lake Street Private Wealth
Illinois
$261K +$15.8K +47 +6%
SKK
1756
Shepherd Kaplan Krochuk
Massachusetts
$261K +$261K +777 New
ANBT
1757
American National Bank & Trust
Texas
$260K
HHAA
1758
Henry H. Armstrong Associates
Pennsylvania
$260K
SVCP
1759
Silicon Valley Capital Partners
California
$256K +$1.01K +3 +0.4%
TCOO
1760
Trust Company of Oklahoma
Oklahoma
$255K +$255K +760 New
OAM
1761
Oppenheimer Asset Management
New York
$255K -$198K -589 -44%
HIS
1762
Horizon Investment Services
Indiana
$255K
PWA
1763
Providence Wealth Advisors
Illinois
$254K
AIC
1764
Argus Investors Counsel
New York
$254K +$254K +756 New
FAT
1765
First American Trust
California
$254K +$254K +756 New
TF
1766
Tompkins Financial
New York
$253K -$37.3K -111 -13%
PW
1767
Peninsula Wealth
California
$252K -$122K -364 -33%
VBFG
1768
Vishria Bird Financial Group
Tennessee
$250K -$3.36K -10 -1%
G
1769
GenTrust
Florida
$249K -$365K -1,089 -59%
SCM
1770
Stonehearth Capital Management
Massachusetts
$249K -$24.9K -74 -9%
DWA
1771
Dougherty Wealth Advisers
Minnesota
$249K
MHIC
1772
Marble Harbor Investment Counsel
Massachusetts
$248K
WA
1773
WBH Advisory
Maryland
$247K
HCMNY
1774
Howard Capital Management (New York)
New York
$247K
NPA
1775
Nichols & Pratt Advisers
Massachusetts
$247K