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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,907 hedge funds and large institutions have $135B invested in iShares Core S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 324 funds opening new positions, 775 increasing their positions, 596 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,907
Holders Change
+250
Holders Change %
+15.09%
% of All Funds
37.66%
Holding in Top 10
630
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+16.67%
% of All Funds
12.44%
New
324
Increased
775
Reduced
596
Closed
45
Calls
$91.8M
Puts
$30.5M
Net Calls
+$61.3M
Net Calls Change
+$22.3M

Top Buyers

1
Squarepoint
Squarepoint
New York
$3.79B
2
Truist Financial
Truist Financial
North Carolina
$1.36B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.45B
4
AAS
Avantax Advisory Services
Texas
$368M
5
JGC
J. Goldman & Co
New York
$240M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.06B
2
BlackRock
BlackRock
New York
$17.4B
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
$741M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.11B
5
Wells Fargo
Wells Fargo
California
$7.96B
Name Holding Trade Value Shares
Change 		Shares
Change %
SIMM
201
Stillwater Investment Management (Minnesota)
Minnesota
$68.5M +$1.02M +3,148 +2%
GWM
202
Geneos Wealth Management
Colorado
$67.7M +$2.02M +6,217 +3%
BDF
203
Balasa Dinverno & Foltz
$67.2M -$971K -3,005 -1%
HTC
204
Haverford Trust Company
Pennsylvania
$66.1M +$14.2M +43,926 +27%
FMWA
205
Forvis Mazars Wealth Advisors
Missouri
$65.9M -$662K -2,048 -1%
SC
206
Stratford Consulting
Texas
$65.8M -$1.35M -4,171 -2%
BWP
207
BSW Wealth Partners
Colorado
$64.3M +$6.26M +19,376 +11%
AWA
208
Artemis Wealth Advisors
New York
$64.2M -$1.92M -5,929 -3%
CB
209
Commerce Bank
Missouri
$64.1M +$1.06M +3,291 +2%
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$63.2M +$1.31M +4,055 +2%
ETS
211
ESL Trust Services
New York
$63M +$63M +195,019 New
MFS
212
McNamara Financial Services
Massachusetts
$61.5M -$111K -342 -0.2%
WBG
213
Wharton Business Group
Pennsylvania
$61.4M -$42K -130 -0.1%
AIA
214
Ally Invest Advisors
North Carolina
$61.3M +$8.32M +25,734 +16%
PFM
215
Phillips Financial Management
Indiana
$61.1M +$1.3M +4,037 +2%
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$59.4M -$229K -709 -0.4%
SPIA
217
Steward Partners Investment Advisory
New York
$59.3M +$5.64M +17,459 +11%
FSWA
218
Financial Synergies Wealth Advisors
Texas
$59M -$815K -2,521 -1%
MMI
219
Matson Money Inc
Ohio
$58.7M +$12.3M +38,082 +27%
PIM
220
Parker Investment Management
California
$58.3M +$11.2M +34,711 +24%
MA
221
Montag & Associates
Georgia
$57.8M -$1.64M -5,078 -3%
APCM
222
Alaska Permanent Capital Management
Alaska
$57.4M +$52.5M +162,467 +1,073%
HFBOT
223
Home Federal Bank of Tennessee
Tennessee
$57.2M -$448K -1,386 -0.8%
LFAS
224
Level Four Advisory Services
Texas
$56.4M +$789K +2,281 +1%
CC
225
Courier Capital
New York
$55.6M -$255K -778 -0.5%
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