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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.91B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$712M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$673M
4
BlackRock
BlackRock
New York
+$343M
5
Osaic Holdings
Osaic Holdings
Arizona
+$254M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$559M
2
PPFA
Provida Pension Fund Administrator
Chile
-$472M
3
BA
Bridgewater Associates
Connecticut
-$353M
4
PPA
Parametric Portfolio Associates
Washington
-$305M
5
Wells Fargo
Wells Fargo
California
-$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1801
Cedar Wealth Management
California
$231K -$44.4K -132 -16%
Luther King Capital Management (LKCM)
1802
Luther King Capital Management (LKCM)
Texas
$231K -$214K – –
GF
1803
Goodman Financial
Texas
$230K – – –
NG
1804
NWK Group
California
$229K -$2.02K -6 -0.9%
NSAM
1805
North Star Asset Management
Wisconsin
$229K – – –
RSS
1806
Rosenblum Silverman Sutton
California
$228K +$228K +678 New
HGWM
1807
Horst & Graben Wealth Management
Oregon
$228K +$228K +678 New
TI
1808
Tidal Investments
Wisconsin
$228K +$228K +680 New
VRM
1809
Vectors Research Management
New York
$227K -$61.8K -184 -21%
MMG
1810
Monetary Management Group
Missouri
$226K – – –
JWCA
1811
J.W. Coons Advisors
Ohio
$225K -$11.8K -35 -5%
SIA
1812
Stegner Investment Associates
Kentucky
$225K +$225K +670 New
TA
1813
TFG Advisers
Michigan
$224K -$2.68K -8 -1%
MIC
1814
Meridian Investment Counsel
California
$222K – – –
LI
1815
Lafayette Investments
Maryland
$220K – – –
ST
1816
Spinnaker Trust
Maine
$219K -$189K -563 -46%
ACP
1817
Ashfield Capital Partners
California
$219K +$219K +653 New
AHB
1818
Abner Herrman & Brock
New Jersey
$217K +$217K +645 New
NEWAS
1819
N.E.W. Advisory Services
Wisconsin
$216K +$216K +638 New
MCM
1820
McMillion Capital Management
North Carolina
$216K +$216K +642 New
ZCM
1821
Ziegler Capital Management
Illinois
$215K +$215K +640 New
FNBTCON
1822
First National Bank & Trust Co of Newtown
Pennsylvania
$213K +$213K +634 New
ZIG
1823
Zuckerman Investment Group
Illinois
$213K +$213K +635 New
IC
1824
Investment Counsel
Michigan
$212K +$212K +630 New
LF
1825
LifeSteps Financial
California
$211K +$211K +627 New
71 72
73
74 75