IVV icon

iShares Core S&P 500 ETF

1,824 hedge funds and large institutions have $107B invested in iShares Core S&P 500 ETF in 2020 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 812 increasing their positions, 741 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,824
Holders Change
-83
Holders Change %
-4.35%
% of All Funds
40.29%
Holding in Top 10
615
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-2.38%
% of All Funds
13.59%
New
88
Increased
812
Reduced
741
Closed
140
Calls
$89.1M
Puts
$94.1M
Net Calls
-$5.01M
Net Calls Change
-$66.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$60.6M +$5.38M +21,313 +10%
SIM
177
SSI Investment Management
California
$60.4M -$7.1M -27,483 -11%
EWF
178
Epstein & White Financial
California
$60.1M +$2.42M +9,372 +4%
GWM
179
Geneos Wealth Management
Colorado
$60M +$6.89M +27,124 +13%
MFS
180
McNamara Financial Services
Massachusetts
$59.1M +$9.92M +38,388 +20%
BAAM
181
Baker Avenue Asset Management
California
$59M -$3.26M -12,606 -5%
CCFCSB
182
Cape Cod Five Cents Savings Bank
Massachusetts
$59M +$696K +2,692 +1%
GT
183
Glenview Trust
Kentucky
$58.5M +$685K +2,650 +1%
LGWM
184
Litman Gregory Wealth Management
California
$58.3M +$17.2M +66,610 +42%
AIA
185
Ally Invest Advisors
North Carolina
$57.8M +$8.77M +33,956 +18%
AII
186
AGF Investments Inc
Ontario, Canada
$57.7M +$490K +1,898 +0.9%
RI
187
RPTC Inc
Wyoming
$57.7M +$264K +1,020 +0.5%
FWM
188
FFT Wealth Management
Pennsylvania
$57.7M +$31.6M +122,148 +121%
TCM
189
Twele Capital Management
Minnesota
$56.4M +$13.7M +53,079 +32%
OEP
190
Ocean Endowment Partners
Illinois
$56.3M -$4.12M -15,931 -7%
SSB
191
Sandy Spring Bank
Maryland
$56.2M +$328K +1,271 +0.6%
SIMM
192
Stillwater Investment Management (Minnesota)
Minnesota
$55.8M +$1.04M +4,011 +2%
BMCM
193
Bryn Mawr Capital Management
Pennsylvania
$55.6M +$30.1M +116,603 +118%
FNBOH
194
First National Bank of Hutchinson
Kansas
$55.5M -$1.51M -5,850 -3%
CB
195
Commerce Bank
Missouri
$55.3M +$4.08M +15,775 +8%
FTIOP
196
Fiduciary Trust International of Pennsylvania
Pennsylvania
$55.1M +$55.1M +213,371 New
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$54.7M +$4.2M +16,250 +8%
BDF
198
Balasa Dinverno & Foltz
$54.7M +$977K +3,782 +2%
BOH
199
Bank of Hawaii
Hawaii
$54.6M -$3.17M -12,261 -5%
BWP
200
BSW Wealth Partners
Colorado
$54.4M +$3.01M +11,640 +6%