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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,889 hedge funds and large institutions have $128B invested in iShares Core S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 707 increasing their positions, 832 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,889
Holders Change
+65
Holders Change %
+3.56%
% of All Funds
38.83%
Holding in Top 10
622
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.14%
% of All Funds
12.79%
New
147
Increased
707
Reduced
832
Closed
68
Calls
$121M
Puts
$72M
Net Calls
+$48.8M
Net Calls Change
+$53.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.23B
2
PPFA
Provida Pension Fund Administrator
Chile
+$659M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$504M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$492M
5
Charles Schwab
Charles Schwab
California
+$486M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$1.46B
2
PPA
Parametric Portfolio Associates
Washington
-$921M
3
Osaic Holdings
Osaic Holdings
Arizona
-$848M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$812M
5
Korea Investment Corp
Korea Investment Corp
South Korea
-$636M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
1926
Fortis Advisors
Pennsylvania
– -$469K -1,816 Closed
WKWM
1927
Walter & Keenan Wealth Management
Indiana
– -$427K -1,728 Closed
VSWA
1928
Vontobel Swiss Wealth Advisors
Switzerland
– -$413K -1,600 Closed
EP
1929
Edgestream Partners
New Jersey
– -$338K -1,307 Closed
Capital Fund Management (CFM)
1930
Capital Fund Management (CFM)
France
– -$306K -1,183 Closed
BWM
1931
Bernicke Wealth Management
Wisconsin
– -$300K -1,160 Closed
C1AG
1932
Client 1st Advisory Group
Florida
– -$290K -1,123 Closed
PA
1933
Paragon Advisors
Texas
– -$275K -1,062 Closed
RW
1934
RVW Wealth
California
– -$258K -998 Closed
JSA
1935
Jacobson & Schmitt Advisors
Wisconsin
– -$257K -994 Closed
WEPOG
1936
Wealth Enhancement & Preservation of GA
Georgia
– -$242K -934 Closed
FSA
1937
Fort Sheridan Advisors
Illinois
– -$240K -930 Closed
CIP
1938
Convergence Investment Partners
Florida
– -$227K -880 Closed
SA
1939
Shilanski & Associates
Alaska
– -$222K -861 Closed
EPWM
1940
Essex Private Wealth Management
Massachusetts
– -$218K -845 Closed
CWM
1941
CCG Wealth Management
California
– -$218K -843 Closed
Federated Hermes
1942
Federated Hermes
Pennsylvania
– -$213K -824 Closed
RSS
1943
Rosenblum Silverman Sutton
California
– -$209K -809 Closed
CM
1944
Columbus Macro
Pennsylvania
– -$208K -806 Closed
BI
1945
Ballast Inc
Kentucky
– -$203K -786 Closed
SWP
1946
Strategic Wealth Partners
Ohio
– -$251K -777 Closed
RMCM
1947
Reynders McVeigh Capital Management
Massachusetts
– -$200K -775 Closed
POIA
1948
Pin Oak Investment Advisors
Texas
– -$195K -756 Closed
MCM
1949
McMillion Capital Management
North Carolina
– -$159K -616 Closed
BII
1950
Bainco International Investors
Massachusetts
– -$155K -599 Closed
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