IVV icon

iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
2176
Accel Wealth Management
Iowa
$139K -$6.91K -16 -5%
CBT
2177
CoreFirst Bank & Trust
Kansas
$138K
VCM
2178
Versant Capital Management
Arizona
$134K
KFO
2179
Kopp Family Office
Minnesota
$126K
PFA
2180
Professional Financial Advisors
Nebraska
$126K +$2.17K +5 +2%
JWM
2181
Jackson Wealth Management
Florida
$125K -$6.28K -2,610 -5%
RF
2182
Robbins Farley
New Hampshire
$121K +$121K +281 New
TF
2183
Tompkins Financial
New York
$120K +$120K +278 New
DWA
2184
Delos Wealth Advisors
Texas
$117K +$117K +271 New
AIM
2185
Anchor Investment Management
South Carolina
$116K
CICI
2186
Capital Investment Counsel Inc
North Carolina
$115K
FEG
2187
Financial Enhancement Group
Indiana
$115K +$9.91K +23 +9%
PAIM
2188
Punch & Associates Investment Management
Minnesota
$114K +$5.59K +13 +5%
MAM
2189
Marquette Asset Management
Minnesota
$111K +$18.1K +42 +20%
POIA
2190
Pin Oak Investment Advisors
Texas
$105K
BAM
2191
Bellevue Asset Management
Washington
$96K
HCP
2192
Hexagon Capital Partners
Arkansas
$94K +$1.29K +3 +1%
ARIS
2193
Advanced Research Investment Solutions
California
$90K +$90K +209 New
AA
2194
AlphaMark Advisors
Kentucky
$83K
CPWM
2195
Cypress Point Wealth Management
Texas
$83K
YAL
2196
Your Advocates Ltd
Texas
$82K +$60.9K +144 +288%
KC
2197
Knuff & Co
California
$80K
NL
2198
NVWM LLC
Pennsylvania
$78K -$3.86K -9 -5%
PG
2199
Proffitt & Goodson
Tennessee
$77K
MCM
2200
Manchester Capital Management
Vermont
$73K