IVV icon

iShares Core S&P 500 ETF

2,198 hedge funds and large institutions have $186B invested in iShares Core S&P 500 ETF in 2021 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 886 increasing their positions, 914 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,198
Holders Change
+34
Holders Change %
+1.57%
% of All Funds
38.7%
Holding in Top 10
709
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+0.85%
% of All Funds
12.48%
New
130
Increased
886
Reduced
914
Closed
72
Calls
$82.9M
Puts
$26.7M
Net Calls
+$56.3M
Net Calls Change
-$8.98M
Name Holding Trade Value Shares
Change
Shares
Change %
CHAM
1976
Clear Harbor Asset Management
Connecticut
$313K +$313K +788 New
KCM
1977
Kathmere Capital Management
Pennsylvania
$310K
SKK
1978
Shepherd Kaplan Krochuk
Massachusetts
$309K +$398 +1 +0.1%
KIG
1979
Kowal Investment Group
Wisconsin
$308K +$84K +211 +37%
ACA
1980
Aptus Capital Advisors
Alabama
$303K +$55.7K +140 +23%
HIS
1981
Horizon Investment Services
Indiana
$302K
ANBT
1982
American National Bank & Trust
Texas
$299K
ECA
1983
Elevated Capital Advisors
Utah
$299K +$299K +722 New
FVWA
1984
Foster Victor Wealth Advisors
South Carolina
$298K -$49.7K -120 -14%
WWM
1985
Wolff Wiese Magana
California
$297K
DWA
1986
Dougherty Wealth Advisers
Minnesota
$295K
CCM
1987
Cribstone Capital Management
Maine
$295K +$17.9K +45 +6%
SCM
1988
Stonehearth Capital Management
Massachusetts
$293K -$1.19K -3 -0.4%
HCM
1989
Howland Capital Management
Massachusetts
$292K -$67.5K -170 -19%
WTFG
1990
Wells Trecaso Financial Group
Ohio
$292K -$35.8K -90 -11%
GCP
1991
Gill Capital Partners
Colorado
$292K -$9.55K -24 -3%
NPA
1992
Nichols & Pratt Advisers
Massachusetts
$292K
SVCP
1993
Silicon Valley Capital Partners
California
$291K -$12.7K -32 -4%
JWBC
1994
J.W. Burns & Co
New York
$291K +$398 +1 +0.1%
JWCA
1995
J.W. Coons Advisors
Ohio
$291K +$24K +60 +9%
SWM
1996
Shakespeare Wealth Management
Wisconsin
$290K -$24.2K -61 -8%
DBRC
1997
D.B. Root & Company
Pennsylvania
$287K
FBA
1998
Front Barnett Associates
Illinois
$284K -$73.6K -185 -21%
PRWA
1999
Platte River Wealth Advisors
Colorado
$284K -$6.97K -17 -2%
CFA
2000
Capstone Financial Advisors
Illinois
$282K