IVV icon

iShares Core S&P 500 ETF

2,250 hedge funds and large institutions have $203B invested in iShares Core S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 995 increasing their positions, 804 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,250
Holders Change
+9
Holders Change %
+0.4%
% of All Funds
39.52%
Holding in Top 10
726
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.69%
% of All Funds
12.75%
New
104
Increased
995
Reduced
804
Closed
56
Calls
$196M
Puts
$496M
Net Calls
-$300M
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Shares
Change %
SAMC
1826
Spectrum Asset Management (California)
California
$618K +$353K +819 +133%
Wealthfront Advisers
1827
Wealthfront Advisers
California
$613K -$73.8K -171 -11%
CHA
1828
Carmichael Hill & Associates
Maryland
$613K -$9.91K -23 -2%
WWM
1829
Wagner Wealth Management
South Carolina
$610K -$18.4K -40 -3%
MAS
1830
Madden Advisory Services
Florida
$609K +$177K +411 +41%
CWM
1831
CCG Wealth Management
California
$609K +$392K +909 +180%
FWSM
1832
First Wilshire Securities Management
California
$603K
PFSC
1833
Peoples Financial Services Corp
Pennsylvania
$603K
1WA
1834
180 Wealth Advisors
Washington
$601K +$8.95K +20 +2%
GC
1835
Gibson Capital
Pennsylvania
$597K
PA
1836
Prism Advisors
California
$595K
TBA
1837
Tower Bridge Advisors
Pennsylvania
$591K
TNA
1838
True North Advisors
Texas
$589K -$12.5K -29 -2%
PIG
1839
Pantheon Investment Group
California
$588K -$4.31K -10 -0.7%
GAB
1840
German American Bancorp
Indiana
$586K
HCM
1841
HM Capital Management
Missouri
$582K
LWMT
1842
Legacy Wealth Management (Tennessee)
Tennessee
$580K +$45.2K +105 +8%
FM
1843
Foster & Motley
Ohio
$578K
OWA
1844
Octavia Wealth Advisors
Ohio
$574K +$12.5K +29 +2%
BMD
1845
Better Money Decisions
New Mexico
$574K +$141K +327 +33%
FFA
1846
Freedman Financial Associates
Massachusetts
$573K
CAM
1847
Cozad Asset Management
Illinois
$567K
HIS
1848
Harvest Investment Services
Illinois
$567K
MFW
1849
Mosaic Family Wealth
Missouri
$565K -$47.4K -110 -8%
BB
1850
Bell Bank
North Dakota
$565K