IVV icon

iShares Core S&P 500 ETF

2,198 hedge funds and large institutions have $186B invested in iShares Core S&P 500 ETF in 2021 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 886 increasing their positions, 914 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,198
Holders Change
+34
Holders Change %
+1.57%
% of All Funds
38.7%
Holding in Top 10
709
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+0.85%
% of All Funds
12.48%
New
130
Increased
886
Reduced
914
Closed
72
Calls
$82.9M
Puts
$26.7M
Net Calls
+$56.3M
Net Calls Change
-$8.98M
Name Holding Trade Value Shares
Change
Shares
Change %
SBF
1876
Sara-Bay Financial
Florida
$440K +$18.7K +47 +4%
AW
1877
Alaethes Wealth
Nevada
$439K +$439K +1,102 New
LRPA
1878
L. Roy Papp & Associates
Arizona
$438K -$394K -991 -47%
BC
1879
Brio Consultants
California
$437K +$795 +2 +0.2%
BCP
1880
Blue Chip Partners
Michigan
$437K +$33.9K +85 +8%
PWP
1881
Principle Wealth Partners
Connecticut
$435K
HCM
1882
HMS Capital Management
Tennessee
$434K
WWP
1883
Waypoint Wealth Partners
California
$434K +$434K +1,090 New
CST
1884
Charles Schwab Trust
Nevada
$433K -$47K -117 -10%
FFG
1885
Fullen Financial Group
Ohio
$432K +$1.59K +4 +0.4%
HCMG
1886
Howard Capital Management Group
California
$432K +$432K +1,086 New
NFG
1887
Northeast Financial Group
Pennsylvania
$428K -$5.97K -15 -1%
PCM
1888
Pointe Capital Management
Michigan
$425K -$38.6K -97 -8%
ADIM
1889
Alpha DNA Investment Management
Maryland
$425K -$16.3K -41 -4%
SDWIA
1890
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$423K +$48.1K +121 +13%
TI
1891
Trexquant Investment
Connecticut
$422K -$156K -392 -27%
CAMG
1892
CWA Asset Management Group
Florida
$422K +$19.9K +50 +5%
AHC
1893
Adell Harriman & Carpenter
Texas
$420K -$35.4K -89 -8%
CCP
1894
Cardan Capital Partners
Colorado
$420K -$115K -289 -21%
RAM
1895
Riggs Asset Management
Pennsylvania
$417K -$54.5K -137 -12%
CAM
1896
Cozad Asset Management
Illinois
$417K +$53.7K +135 +15%
AC
1897
Apella Capital
Connecticut
$416K -$85.2K -214 -17%
FAN
1898
Financial Advisors Network
California
$415K -$6.37K -16 -2%
LWMT
1899
Legacy Wealth Management (Tennessee)
Tennessee
$415K +$415K +1,043 New
AA
1900
Auxano Advisors
Washington
$414K +$12.3K +31 +3%