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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,907 hedge funds and large institutions have $135B invested in iShares Core S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 324 funds opening new positions, 775 increasing their positions, 596 reducing their positions, and 45 closing their positions.

Holders
1,907
Holders Change
+250
Holders Change %
+15.09%
% of All Funds
37.66%
Holding in Top 10
630
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+16.67%
% of All Funds
12.44%
New
324
Increased
775
Reduced
596
Closed
45
Calls
$91.8M
Puts
$30.5M
Net Calls
+$61.3M
Net Calls Change
+$22.3M

Top Buyers

1
Squarepoint
1
Squarepoint
New York
$3.79B
2
Truist Financial
2
Truist Financial
North Carolina
$1.36B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.45B
4
AAS
4
Avantax Advisory Services
Texas
$368M
5
Ensign Peak Advisors
5
Ensign Peak Advisors
Utah
$277M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.06B
2
BlackRock
2
BlackRock
New York
$17.4B
3
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$741M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.11B
5
Wells Fargo
5
Wells Fargo
California
$7.96B
Name Market Value Shares Shares
Change 		Shares
Change %
CHAM
1876
Clear Harbor Asset Management
Connecticut
$35.6K 110 +110 New
HFM
1877
Hartford Financial Management
Connecticut
$35K 107 – –
LWA
1878
Lowe Wealth Advisors
Maryland
$35K 108 – –
QT
1879
Quantbot Technologies
New York
$32K 101 +101 New
AWM
1880
Atticus Wealth Management
Florida
$29K 90 +90 New
TCM
1881
Tradewinds Capital Management
Washington
$28K 86 +29 +51%
TT
1882
TI-Trust
Illinois
$27K 83 +83 New
LIA
1883
LS Investment Advisors
Michigan
$26K 80 – –
OIS
1884
Okabena Investment Services
Minnesota
$26K 79 +79 New
FBT
1885
First Bank & Trust
South Dakota
$26K 80 +80 New
KWM
1886
Keebeck Wealth Management
Illinois
$26K 83 +83 New
GCM
1887
Gables Capital Management
Florida
$25K 76 – –
HIM
1888
HawsGoodwin Investment Management
Tennessee
$25K 76 +76 New
JPLA
1889
Joseph P. Lucia & Associates
New York
$24K 73 – –
SCA
1890
Stuart Chaussee & Associates
California
$21K 64 +64 New
SIC
1891
Samalin Investment Counsel
New York
$19K 60 +60 New
WC
1892
Whitnell & Co
Illinois
$17K 53 – –
MSFP
1893
Mark Sheptoff Financial Planning
Connecticut
$16K 58 – –
PK
1894
Pflug Koory
Nebraska
$16K 48 – –
NC
1895
NewSquare Capital
Pennsylvania
$16K 50 +50 New
SFA
1896
Semmax Financial Advisors
North Carolina
$15K 46 -13 -22%
WA
1897
WestEnd Advisors
North Carolina
$14.2K 44 +44 New
EWP
1898
Engrave Wealth Partners
Texas
$12K 40 +40 New
BWL
1899
Bogart Wealth LLC
Virginia
$11K 34 -49 -59%
TFA
1900
Toth Financial Advisory
Virginia
$10K 30 +30 New
74 75
76
77 78