IVV icon

iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
WIA
1926
Wealthstreet Investment Advisors
Texas
$310K +$310K +827 New
AWM
1927
AllSquare Wealth Management
New York
$309K
FM
1928
Foster & Motley
Ohio
$306K -$48.4K -129 -14%
OWA
1929
One Wealth Advisors
California
$301K +$301K +803 New
NCM
1930
Neumann Capital Management
California
$300K
FNBOMD
1931
First National Bank of Mount Dora
Florida
$300K +$300K +799 New
ZIM
1932
Zacks Investment Management
Illinois
$299K +$1.13K +3 +0.4%
SWM
1933
Shakespeare Wealth Management
Wisconsin
$297K -$33.4K -89 -10%
EIA
1934
Edgemoor Investment Advisors
Maryland
$296K
BC
1935
Barnett & Company
Tennessee
$295K +$187K +500 +174%
CBT
1936
Capital Bank & Trust
California
$294K +$294K +784 New
KCM
1937
Kathmere Capital Management
Pennsylvania
$292K +$143K +381 +96%
SKK
1938
Shepherd Kaplan Krochuk
Massachusetts
$291K -$375 -1 -0.1%
SVCP
1939
Silicon Valley Capital Partners
California
$287K +$1.13K +3 +0.4%
HIS
1940
Horizon Investment Services
Indiana
$285K
AIC
1941
Ayalon Insurance Company
Israel
$285K +$169K +450 +146%
GCP
1942
Gill Capital Partners
Colorado
$284K -$13.1K -35 -4%
HIM
1943
Hotaling Investment Management
Pennsylvania
$282K -$22.6K -60 -7%
ANBT
1944
American National Bank & Trust
Texas
$282K -$8.64K -23 -3%
WA
1945
WBH Advisory
Maryland
$281K -$2.31K -6 -0.8%
ACP
1946
Aveo Capital Partners
Colorado
$280K -$11.5M -30,635 -98%
QC
1947
QCM Cayman
Texas
$280K +$16.9K +45 +6%
WWM
1948
Wolff Wiese Magana
California
$280K +$280K +747 New
SCM
1949
Stonehearth Capital Management
Massachusetts
$278K
DWA
1950
Dougherty Wealth Advisers
Minnesota
$278K