IVV icon

iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
RM
1776
Resource Management
Louisiana
$218K +$218K +706 New
PNAA
1777
Pictet North America Advisors
Switzerland
$217K -$445K -1,434 -67%
JWCA
1778
J.W. Coons Advisors
Ohio
$217K -$105K -340 -33%
OBWP
1779
O'Brien Wealth Partners
Massachusetts
$217K +$217K +686 New
QC
1780
QCM Cayman
Texas
$217K +$217K +700 New
NBG
1781
Nancy B. Gardiner
$216K +$216K +698 New
KCPG
1782
Kavar Capital Partners Group
Kansas
$216K +$216K +699 New
Luther King Capital Management (LKCM)
1783
Luther King Capital Management (LKCM)
Texas
$214K -$1.41M
NG
1784
NWK Group
California
$213K -$32.2K -104 -13%
RPA
1785
Rock Point Advisors
Vermont
$213K +$213K +687 New
DP
1786
DDD Partners
Washington
$213K +$213K +689 New
GF
1787
Goodman Financial
Texas
$212K -$42.2K -136 -17%
ACP
1788
Aveo Capital Partners
Colorado
$211K -$10.4M -33,676 -98%
NSAM
1789
North Star Asset Management
Wisconsin
$211K -$104K -334 -33%
WOC
1790
West Oak Capital
California
$209K +$209K +675 New
TA
1791
TFG Advisers
Michigan
$209K +$209K +676 New
MMG
1792
Monetary Management Group
Missouri
$208K
DI
1793
DFPG Investments
Utah
$206K -$46.1K -146 -18%
MIC
1794
Meridian Investment Counsel
California
$204K +$204K +660 New
LI
1795
Lafayette Investments
Maryland
$203K +$203K +656 New
MD
1796
Money Design
Japan
$202K +$35K +113 +21%
FVWA
1797
Foster Victor Wealth Advisors
South Carolina
$202K +$202K +651 New
ACS
1798
Archford Capital Strategies
Illinois
$201K +$201K +650 New
RCA
1799
Ranch Capital Advisors
Florida
$195K -$102K -304 -34%
CIAS
1800
CBIZ Investment Advisory Services
Ohio
$188K -$435K