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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

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

Top Buyers

1
Squarepoint
Squarepoint
New York
+$1.54B
2
BlackRock
BlackRock
New York
+$1.26B
3
Citadel Advisors
Citadel Advisors
Florida
+$1.23B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.02B
5
Morgan Stanley
Morgan Stanley
New York
+$492M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$10.4B
2
EMPI
Elo Mutual Pension Insurance
Finland
-$671M
3
BOI
Bank of Italy
Italy
-$558M
4
PPFA
Provida Pension Fund Administrator
Chile
-$502M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$386M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
1826
Wagner Wealth Management
South Carolina
$432K +$432K +1,150 New
SFP
1827
Strategic Financial Planning
Texas
$431K – – –
AHC
1828
Adell Harriman & Carpenter
Texas
$430K -$18.4K -49 -4%
LWANC
1829
Laurel Wealth Advisors (North Carolina)
North Carolina
$430K +$1.5K +4 +0.4%
CCG
1830
Chatham Capital Group
Georgia
$428K -$41.3K -110 -9%
TK
1831
TIAA Kaspick
Massachusetts
$428K – – –
TC
1832
Tatro Capital
Kentucky
$428K – – –
HDIM
1833
Hanson & Doremus Investment Management
Vermont
$425K – – –
LC
1834
Lindbrook Capital
California
$425K – – –
BMC
1835
Benin Management Corp
Connecticut
$425K +$66.5K +177 +19%
RMCM
1836
Reynders McVeigh Capital Management
Massachusetts
$423K -$128K -341 -23%
KFS
1837
Kurt F. Somerville
$422K – – –
MG
1838
MilWealth Group
Wisconsin
$418K – – –
SC
1839
Searle & Co
Connecticut
$416K – – –
ADIM
1840
Alpha DNA Investment Management
Maryland
$416K +$416K +1,110 New
BC
1841
Brio Consultants
California
$412K -$137K -366 -25%
PWA
1842
Providence Wealth Advisors
Illinois
$412K +$130K +348 +46%
PWP
1843
Principle Wealth Partners
Connecticut
$411K +$74.4K +198 +22%
NFG
1844
Northeast Financial Group
Pennsylvania
$410K +$410K +1,091 New
HCM
1845
HMS Capital Management
Tennessee
$409K – – –
SHA
1846
Seneca House Advisors
Virginia
$407K -$30.4K -81 -7%
FFG
1847
Fullen Financial Group
Ohio
$406K +$750 +2 +0.2%
WAS
1848
Wealth Advisory Solutions
Indiana
$400K +$29.6K +79 +8%
BC
1849
Burney Company
Virginia
$398K -$320K -854 -45%
FAN
1850
Financial Advisors Network
California
$398K -$26.3K -70 -6%
72 73
74
75 76