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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 %
GWM
176
Geneos Wealth Management
Colorado
$69.3M -$1.77M -5,884 -2%
AII
177
AGF Investments Inc
Ontario, Canada
$69.2M -$36.9K -119 -0.1%
VFA
178
Voya Financial Advisors
Connecticut
$68.9M +$17.8M +58,370 +35%
CCFCSB
179
Cape Cod Five Cents Savings Bank
Massachusetts
$68.8M -$1.84M -5,941 -3%
SSB
180
Sandy Spring Bank
Maryland
$68.7M +$1.28M +4,128 +2%
FMII
181
Farmers & Merchants Investments Inc
Nebraska
$67.5M +$1.9M +6,137 +3%
KIM
182
Karpus Investment Management
New York
$67.4M -$14.5M -46,800 -18%
FWM
183
FFT Wealth Management
Pennsylvania
$67.2M -$1.87M -6,029 -3%
LPT
184
Legacy Private Trust
Wisconsin
$67.2M +$4.93M +15,915 +8%
SIMM
185
Stillwater Investment Management (Minnesota)
Minnesota
$66.3M -$557K -1,797 -0.8%
BWP
186
BSW Wealth Partners
Colorado
$65.8M +$618K +1,994 +0.9%
LGWM
187
Litman Gregory Wealth Management
California
$65.8M -$4.05M -13,066 -6%
BOH
188
Bank of Hawaii
Hawaii
$65.4M – – –
ABTD
189
Arvest Bank Trust Division
Oklahoma
$65.4M +$45.3M +146,121 +225%
HFBOT
190
Home Federal Bank of Tennessee
Tennessee
$65.4M +$9.77M +31,537 +18%
FIB
191
First Interstate Bank
Montana
$65.3M +$23.6M +76,129 +57%
CIM
192
CIM Investment Management
Pennsylvania
$64.7M -$16.3M -52,504 -20%
TCM
193
Twele Capital Management
Minnesota
$63.5M -$4.04M -13,044 -6%
FMWA
194
Forvis Mazars Wealth Advisors
Missouri
$63.4M -$1.51M -4,862 -2%
HHGA
195
Halbert Hargrove Global Advisors
California
$63.2M +$41.7M +134,776 +194%
CFIA
196
Cantor Fitzgerald Investment Advisors
New York
$63.1M +$1.66M +5,372 +3%
HIH
197
HRS Investment Holdings
New York
$62.7M -$42.6M -137,490 -40%
PP
198
Pegasus Partners
Wisconsin
$61.1M +$6.8M +21,958 +13%
SPIA
199
Steward Partners Investment Advisory
New York
$60.2M -$3.95M -12,750 -6%
Chevy Chase Trust
200
Chevy Chase Trust
Maryland
$60M -$84.9M -274,010 -59%
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