IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,932 hedge funds and large institutions have $145B invested in iShares Core S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 706 increasing their positions, 847 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,932
Holders Change
+43
Holders Change %
+2.28%
% of All Funds
39.09%
Holding in Top 10
624
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.32%
% of All Funds
12.62%
New
116
Increased
706
Reduced
847
Closed
49
Calls
$160M
Puts
$96.4M
Net Calls
+$64M
Net Calls Change
+$15.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.91B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$712M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$673M
4
BlackRock
BlackRock
New York
+$343M
5
Osaic Holdings
Osaic Holdings
Arizona
+$254M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$559M
2
PPFA
Provida Pension Fund Administrator
Chile
-$472M
3
BA
Bridgewater Associates
Connecticut
-$353M
4
PPA
Parametric Portfolio Associates
Washington
-$305M
5
Wells Fargo
Wells Fargo
California
-$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTP
1951
Platform Technology Partners
New York
– -$2.26M -7,291 Closed
RMA
1952
Roffman Miller Associates
Pennsylvania
– -$2.12M -6,854 Closed
BP
1953
BBR Partners
New York
– -$1.97M -6,359 Closed
PIM
1954
Penobscot Investment Management
Massachusetts
– -$391K -5,728 Closed
CWM
1955
Centric Wealth Management
Illinois
– -$1.74M -5,633 Closed
HHRDM
1956
H&H Retirement Design & Management
Nevada
– -$1.71M -5,531 Closed
BCM
1957
Bayesian Capital Management
New York
– -$1.13M -3,641 Closed
ACP
1958
Arcus Capital Partners
Georgia
– -$1M -3,236 Closed
FSA
1959
Financial Sense Advisors
California
– -$758K -2,446 Closed
TA
1960
TCG Advisors
Texas
– -$651K -2,104 Closed
WOSD
1961
WFA of San Diego
California
– -$680K -2,045 Closed
AWA
1962
Alaska Wealth Advisors
Alaska
– -$595K -1,920 Closed
PCM
1963
Prelude Capital Management
New York
– -$479K -1,546 Closed
IF
1964
Intrua Financial
Texas
– -$445K -1,317 Closed
LCAM
1965
London & Capital Asset Management
United Kingdom
– -$403K -1,301 Closed
CG
1966
Corundum Group
Colorado
– -$271K -875 Closed
GM
1967
GeoWealth Management
Illinois
– -$268K -865 Closed
HC
1968
HNP Capital
New York
– -$270K -860 Closed
SIC
1969
Samalin Investment Counsel
New York
– -$264K -852 Closed
PFA
1970
Plotkin Financial Advisors
Maryland
– -$260K -838 Closed
CSIA
1971
Charles Schwab Investment Advisory
California
– -$251K -812 Closed
MS
1972
Madden Securities
Texas
– -$251K -812 Closed
TD Asset Management
1973
TD Asset Management
Ontario, Canada
– -$241K -777 Closed
DWM
1974
Darwin Wealth Management
Florida
– -$219K -710 Closed
RWB
1975
RMR Wealth Builders
New Jersey
– -$125K -402 Closed
76 77 78
79
80