IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,250 hedge funds and large institutions have $203B invested in iShares Core S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 995 increasing their positions, 804 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,250
Holders Change
+9
Holders Change %
+0.4%
% of All Funds
39.52%
Holding in Top 10
726
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.69%
% of All Funds
12.75%
New
104
Increased
995
Reduced
804
Closed
56
Calls
$196M
Puts
$496M
Net Calls
-$300M
Net Calls Change
-$192M

Top Buyers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.87B
2
BlackRock
BlackRock
New York
$27.7B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.24B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.59B
5
Franklin Resources
Franklin Resources
California
$1.29B

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$16.5M
2
Bank of America
Bank of America
North Carolina
$12.8B
3
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
$246M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$1.32B
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$268M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
176
Gilbert & Cook
Iowa
$113M -$814K -1,890 -0.7%
SWM
177
Spire Wealth Management
Virginia
$111M +$2.91M +6,750 +3%
GC
178
Grimes & Company
Massachusetts
$110M +$3.92M +9,093 +4%
CWM
179
Calamos Wealth Management
Illinois
$110M -$1.3M -3,008 -1%
GFP
180
Gryphon Financial Partners
Ohio
$107M -$4.97M -11,530 -4%
BCM
181
Brookstone Capital Management
Illinois
$105M +$2.45M +5,607 +2%
RI
182
RPTC Inc
Wyoming
$104M +$316K +733 +0.3%
HFBOT
183
Home Federal Bank of Tennessee
Tennessee
$104M +$1.41M +3,272 +1%
LPT
184
Legacy Private Trust
Wisconsin
$104M +$12M +27,826 +13%
GWM
185
Geneos Wealth Management
Colorado
$102M +$2.83M +6,501 +3%
BSB
186
Bangor Savings Bank
Maine
$102M +$3.83M +8,888 +4%
PP
187
Prudential plc
United Kingdom
$101M -$22.5M -52,224 -18%
SIRP
188
Shelter Insurance Retirement Plan
Missouri
$101M +$447K +1,038 +0.4%
CB
189
Commerce Bank
Missouri
$101M +$1.41M +3,272 +1%
MFS
190
McNamara Financial Services
Massachusetts
$101M +$2.69M +6,238 +3%
MA
191
MUFG Americas
New York
$100M -$215K -499 -0.2%
JC
192
JB Capital
Connecticut
$99.3M +$99.3M +230,596 New
PP
193
Pegasus Partners
Wisconsin
$99.3M +$2.12M +4,930 +2%
FSWA
194
Financial Synergies Wealth Advisors
Texas
$99.2M -$731K -1,697 -0.7%
GT
195
Glenview Trust
Kentucky
$98.7M +$1.51M +3,498 +2%
SIMM
196
Stillwater Investment Management (Minnesota)
Minnesota
$97.6M +$2.43M +5,632 +3%
CFIA
197
Cantor Fitzgerald Investment Advisors
New York
$93.5M -$4.56M -10,592 -5%
FCFS
198
First Command Financial Services
Texas
$93.3M -$84M -194,982 -47%
FCB
199
First Command Bank
Texas
$93.3M -$84M -194,982 -47%
SWA
200
SFMG Wealth Advisors
Texas
$93.2M +$909K +2,110 +1%
6 7
8
9 10