IVV icon

iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
176
Cetera Advisor Networks
California
$77.8M -$6.58M -19,591 -8%
GT
177
Glenview Trust
Kentucky
$77.7M +$57.1K +170 +0.1%
RWP
178
RWA Wealth Partners
Massachusetts
$77.5M +$22.8M +67,910 +42%
CCFM
179
Clear Creek Financial Management
Washington
$77M +$67.3M +200,130 +693%
SIM
180
SSI Investment Management
California
$76.6M +$133K +397 +0.2%
EWF
181
Epstein & White Financial
California
$76.2M -$9.29M -27,653 -11%
LPT
182
Legacy Private Trust
Wisconsin
$75.8M +$2.93M +8,721 +4%
MFS
183
McNamara Financial Services
Massachusetts
$75.5M -$877K -2,609 -1%
AII
184
AGF Investments Inc
Ontario, Canada
$75M -$46K -137 -0.1%
BSB
185
Bangor Savings Bank
Maine
$73.9M -$2.34M -6,971 -3%
FMII
186
Farmers & Merchants Investments Inc
Nebraska
$73.9M +$634K +1,886 +0.9%
CFG
187
Citizens Financial Group
Rhode Island
$73.4M +$16.4M +48,836 +29%
5L
188
55I LLC
Massachusetts
$73M +$32.9M +97,818 +82%
Deutsche Bank
189
Deutsche Bank
Germany
$73M -$96M -285,659 -57%
SSB
190
Sandy Spring Bank
Maryland
$72M -$2.49M -7,412 -3%
SIMM
191
Stillwater Investment Management (Minnesota)
Minnesota
$71.8M -$194K -578 -0.3%
Citigroup
192
Citigroup
New York
$71.8M +$31.8M +94,702 +80%
HFBOT
193
Home Federal Bank of Tennessee
Tennessee
$71.6M +$628K +1,869 +0.9%
PFO
194
Pathstone Family Office
New Jersey
$70.8M -$5.45M -16,221 -7%
CCFCSB
195
Cape Cod Five Cents Savings Bank
Massachusetts
$70.7M -$4.03M -11,983 -5%
BFPW
196
BOK Financial Private Wealth
Colorado
$70M -$9.27M -27,575 -12%
KIM
197
Karpus Investment Management
New York
$69.7M -$3.37M -10,030 -5%
LGWM
198
Litman Gregory Wealth Management
California
$69.5M -$1.9M -5,644 -3%
FIB
199
First Interstate Bank
Montana
$67.9M -$2.91M -8,666 -4%
ABTD
200
Arvest Bank Trust Division
Oklahoma
$67.6M -$3.34M -9,943 -5%