IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,657 hedge funds and large institutions have $124B invested in iShares Core S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 700 increasing their positions, 616 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+31
Holders Change %
+1.91%
% of All Funds
36.39%
Holding in Top 10
540
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+2.66%
% of All Funds
11.86%
New
87
Increased
700
Reduced
616
Closed
42
Calls
$84.2M
Puts
$45.3M
Net Calls
+$39M
Net Calls Change
-$5.16M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$10B
2
BlackRock
BlackRock
New York
$17B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.67B
4
Wells Fargo
Wells Fargo
California
$7.75B
5
Allianz Asset Management
Allianz Asset Management
Germany
$2.37B

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.44B
2
JRP
Jasper Ridge Partners
California
$354M
3
USAA
United Services Automobile Association
Texas
$454M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$59.9M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
$95.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOH
176
First National Bank of Hutchinson
Kansas
$67.7M -$140K -470 -0.2%
CCFCSB
177
Cape Cod Five Cents Savings Bank
Massachusetts
$67.6M -$188K -630 -0.3%
NA
178
NewEdge Advisors
Louisiana
$66.6M +$8.3M +27,798 +14%
CIM
179
CIM Investment Management
Pennsylvania
$66.6M +$5.87M +19,649 +10%
AAS
180
Avantax Advisory Services
Texas
$66.3M +$4.67M +15,626 +8%
RI
181
RPTC Inc
Wyoming
$66.1M +$253K +846 +0.4%
CFG
182
Citizens Financial Group
Rhode Island
$65.9M +$3.04M +10,191 +5%
MLIC
183
Mandatum Life Insurance Company
Finland
$65.8M +$2.65M +8,890 +4%
FTIOP
184
Fiduciary Trust International of Pennsylvania
Pennsylvania
$65.8M -$1.46M -4,906 -2%
TIM
185
Tortoise Investment Management
New York
$65.3M -$6.21M -20,815 -9%
BAAM
186
Baker Avenue Asset Management
California
$65M +$3.65M +12,218 +6%
RWM
187
Rezny Wealth Management
Florida
$64.4M -$716K -2,399 -1%
SSB
188
Sandy Spring Bank
Maryland
$63.7M +$2.58M +8,641 +4%
William Blair & Company
189
William Blair & Company
Illinois
$63.7M +$1.07M +3,588 +2%
CAN
190
Cetera Advisor Networks
California
$63.3M +$2.01M +6,719 +3%
BOH
191
Bank of Hawaii
Hawaii
$63M -$700K -2,346 -1%
BDF
192
Balasa Dinverno & Foltz
$63M -$1.13M -3,771 -2%
SIM
193
SSI Investment Management
California
$63M +$2.69M +9,001 +4%
WT
194
Whittier Trust
California
$62.4M +$9.49M +31,797 +18%
SIMM
195
Stillwater Investment Management (Minnesota)
Minnesota
$62.3M +$430K +1,439 +0.7%
SC
196
Stratford Consulting
Texas
$62M -$1.98M -6,629 -3%
FMWA
197
Forvis Mazars Wealth Advisors
Missouri
$61.5M -$4.22M -14,132 -6%
AWA
198
Artemis Wealth Advisors
New York
$61.1M +$29.2M +97,800 +92%
GT
199
Glenview Trust
Kentucky
$60.8M +$1.09M +3,659 +2%
EWF
200
Epstein & White Financial
California
$60.6M +$2.43M +8,153 +4%
6 7
8
9 10