IVV icon

iShares Core S&P 500 ETF

2,164 hedge funds and large institutions have $166B invested in iShares Core S&P 500 ETF in 2020 Q4 according to their latest regulatory filings, with 323 funds opening new positions, 847 increasing their positions, 734 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,164
Holders Change
+232
Holders Change %
+12.01%
% of All Funds
38.4%
Holding in Top 10
703
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+12.66%
% of All Funds
12.47%
New
323
Increased
847
Reduced
734
Closed
55
Calls
$96M
Puts
$30.8M
Net Calls
+$65.2M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Shares
Change %
LIG
1976
Lokken Investment Group
Delaware
$261K +$261K +694 New
DP
1977
DDD Partners
Washington
$259K -$7.52K -20 -3%
CWM
1978
Cedar Wealth Management
California
$258K
Members Trust
1979
Members Trust
Florida
$258K +$258K +688 New
NSAM
1980
North Star Asset Management
Wisconsin
$255K
RSS
1981
Rosenblum Silverman Sutton
California
$255K
NG
1982
NWK Group
California
$254K -$1.5K -4 -0.6%
IF
1983
IRON Financial
Illinois
$254K +$254K +677 New
BWM
1984
BNC Wealth Management
Oregon
$254K +$254K +677 New
JWCA
1985
J.W. Coons Advisors
Ohio
$253K
MMG
1986
Monetary Management Group
Missouri
$253K
SAM
1987
Synergy Asset Management
Washington
$252K +$252K +672 New
TA
1988
TFG Advisers
Michigan
$251K +$1.12K +3 +0.4%
IF
1989
Intrua Financial
Texas
$251K +$251K +668 New
LF
1990
LifeSteps Financial
California
$250K +$15K +40 +6%
IA
1991
Inspire Advisors
Idaho
$250K +$250K +666 New
CM
1992
Columbus Macro
Pennsylvania
$250K +$250K +667 New
WW
1993
Waterfront Wealth
Kansas
$250K +$250K +667 New
MIC
1994
Meridian Investment Counsel
California
$248K
GF
1995
Goodman Financial
Texas
$247K -$9.38K -25 -4%
LI
1996
Lafayette Investments
Maryland
$246K
ACP
1997
Ashfield Capital Partners
California
$245K
ST
1998
Spinnaker Trust
Maine
$245K
PIN
1999
Prudent Investors Network
California
$243K +$243K +649 New
GFPC
2000
Global Financial Private Client
Florida
$243K +$187K +497 +331%