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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 %
FAT
1901
First American Trust
California
$339K +$55.5K +148 +20%
CPA
1902
Clear Perspective Advisors
Illinois
$337K -$33.8K -90 -9%
FBA
1903
Front Barnett Associates
Illinois
$337K – – –
WCFA
1904
Walkner Condon Financial Advisors
Wisconsin
$335K -$23.6K -63 -7%
RWG
1905
Ratio Wealth Group
Colorado
$335K +$335K +892 New
CC
1906
Copperleaf Capital
North Carolina
$334K -$5.56M -14,804 -94%
UFF
1907
USA Financial Formulas
Michigan
$334K -$208K -554 -38%
PD
1908
Planning Directions
Pennsylvania
$332K -$10.1K -27 -3%
UBG
1909
United Bank (Georgia)
Georgia
$332K -$376 -1 -0.1%
TCM
1910
Tandem Capital Management
New Jersey
$331K – – –
CP
1911
Covenant Partners
Tennessee
$328K – – –
TAM
1912
Tocqueville Asset Management
New York
$328K +$58.2K +155 +22%
AIM
1913
Avity Investment Management
Connecticut
$327K – – –
FMW
1914
Farr Miller & Washington
District of Columbia
$320K +$14.3K +38 +5%
BFM
1915
Boston Financial Management
Massachusetts
$319K -$10.5K -28 -3%
JWM
1916
JGP Wealth Management
Oregon
$318K – – –
RE
1917
RBC Europe
United Kingdom
$318K – – –
DAM
1918
Delta Asset Management
Tennessee
$317K – – –
BHTS
1919
Bar Harbor Trust Services
Maine
$316K -$7.88K -21 -2%
FVWA
1920
Foster Victor Wealth Advisors
South Carolina
$315K -$33.8K -90 -10%
HWA
1921
Hilltop Wealth Advisors
North Carolina
$315K – – –
AIC
1922
Archer Investment Corporation
Indiana
$313K +$1.13K +3 +0.4%
IHWM
1923
Iron Horse Wealth Management
Iowa
$312K +$312K +830 New
AIA
1924
Alera Investment Advisors
Illinois
$311K – – –
WTFG
1925
Wells Trecaso Financial Group
Ohio
$310K – – –
75 76
77
78 79