IVV icon

iShares Core S&P 500 ETF

1,603 hedge funds and large institutions have $114B invested in iShares Core S&P 500 ETF in 2019 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 715 increasing their positions, 601 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,603
Holders Change
+4
Holders Change %
+0.25%
% of All Funds
34.75%
Holding in Top 10
510
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.39%
% of All Funds
11.06%
New
115
Increased
715
Reduced
601
Closed
83
Calls
$67.2M
Puts
$12.4M
Net Calls
+$54.7M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
WBG
201
Wharton Business Group
Pennsylvania
$54.6M -$30.2K -106 -0.1%
CS
202
Comerica Securities
Michigan
$53.6M -$5.76M -20,231 -10%
PP
203
Prudential plc
United Kingdom
$53.1M +$505K +1,774 +1%
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$52.8M +$472K +1,659 +0.9%
EWF
205
Epstein & White Financial
California
$52.4M +$19.1M +67,052 +57%
William Blair & Company
206
William Blair & Company
Illinois
$52.2M +$11.9M +41,914 +30%
AAS
207
Avantax Advisory Services
Texas
$52.1M +$26M +91,203 +99%
AC
208
AMS Capital
Brazil
$52M
CB
209
Commerce Bank
Missouri
$51.8M +$1.54M +5,420 +3%
FSWA
210
Financial Synergies Wealth Advisors
Texas
$51.4M +$51.4M +180,573 New
MA
211
Montag & Associates
Georgia
$51.2M -$7.11M -24,983 -12%
BWP
212
BSW Wealth Partners
Colorado
$50.5M +$13.3M +46,808 +36%
ONB
213
Old National Bancorp
Indiana
$50.3M -$16M -56,254 -24%
PFM
214
Phillips Financial Management
Indiana
$50.2M +$2.29M +7,964 +5%
NA
215
NewEdge Advisors
Louisiana
$49.7M +$9.46M +33,251 +23%
HFBOT
216
Home Federal Bank of Tennessee
Tennessee
$49.4M -$1.23M -4,316 -2%
Chevy Chase Trust
217
Chevy Chase Trust
Maryland
$49M -$44.6M -150,930 -48%
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$48.6M +$505K +1,773 +1%
CC
219
Courier Capital
New York
$48.3M +$160K +562 +0.3%
DADC
220
D.A. Davidson & Co
Montana
$48.3M -$5.27M -18,542 -10%
LNC
221
Lincoln National Corp
Pennsylvania
$48.2M +$5.04M +17,707 +12%
MFS
222
McNamara Financial Services
Massachusetts
$47.7M +$95.6K +380 +0.2%
AQR Capital Management
223
AQR Capital Management
Connecticut
$47.3M +$19.4M +68,348 +70%
WMA
224
White Mountains Advisors
Connecticut
$47.2M
WT
225
Whittier Trust
California
$47M +$4.17M +14,643 +10%