IVV icon

iShares Core S&P 500 ETF

2,601 hedge funds and large institutions have $243B invested in iShares Core S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 1,106 increasing their positions, 757 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,601
Holders Change
+351
Holders Change %
+15.6%
% of All Funds
40.17%
Holding in Top 10
858
Holding in Top 10 Change
+132
Holding in Top 10 Change %
+18.18%
% of All Funds
13.25%
New
450
Increased
1,106
Reduced
757
Closed
57
Calls
$150M
Puts
$803M
Net Calls
-$653M
Net Calls Change
-$354M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1851
Aspire Wealth Management
Massachusetts
$1.07M +$1.07M +2,246 New
KAH
1852
Kathryn A. Hall
$1.07M +$10.5K +22 +1%
HA
1853
HFG Advisors
Ohio
$1.06M +$1.06M +2,224 New
EBT
1854
Enterprise Bank & Trust
Massachusetts
$1.06M +$620K +1,301 +141%
FWM
1855
Focused Wealth Management
New York
$1.06M +$2.39K +5 +0.2%
CLOS
1856
Compagnie Lombard Odier SCmA
Switzerland
$1.05M +$300K +630 +40%
PWP
1857
Perfromance Wealth Partners
Illinois
$1.05M +$1.05M +2,201 New
AIS
1858
American Investment Services
Massachusetts
$1.05M -$162K -340 -13%
ASFA
1859
All Season Financial Advisors
Colorado
$1.05M +$226K +474 +28%
EDRH
1860
Edmond de Rothschild Holding
Switzerland
$1.04M -$320K -670 -23%
BWAM
1861
Boyd Watterson Asset Management
Ohio
$1.04M
APP
1862
Avantax Planning Partners
Iowa
$1.04M +$166K +349 +19%
RCIM
1863
Red Cedar Investment Management
Michigan
$1.04M +$1.04M +2,177 New
BF
1864
Blankinship & Foster
California
$1.04M -$61.5K -129 -6%
SAM
1865
Strategy Asset Managers
California
$1.02M -$1.75M -3,676 -63%
ODG
1866
O'Dell Group
Ohio
$1.01M
PA
1867
Paragon Advisors
Texas
$1.01M +$1.01M +2,124 New
CM
1868
Columbus Macro
Pennsylvania
$1.01M -$3.82K -8 -0.4%
BC
1869
Burney Company
Virginia
$1.01M +$156K +327 +18%
TFGT
1870
TS Financial Group (TSFG)
Illinois
$1.01M +$17.2K +36 +2%
MIG
1871
McGuire Investment Group
Rhode Island
$1M +$11K +23 +1%
MPCL
1872
My Personal CFO LLC
Washington
$1M +$1M +2,104 New
WCM
1873
Whitener Capital Management
North Carolina
$1M +$61.5K +129 +7%
SMA
1874
Sage Mountain Advisors
Georgia
$998K -$45.8K -96 -4%
BFWA
1875
Benchmark Financial Wealth Advisors
Florida
$997K +$125K +263 +14%