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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,241 hedge funds and large institutions have $204B invested in iShares Core S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 983 increasing their positions, 828 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,241
Holders Change
+43
Holders Change %
+1.96%
% of All Funds
39.12%
Holding in Top 10
721
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.69%
% of All Funds
12.59%
New
128
Increased
983
Reduced
828
Closed
55
Calls
$124M
Puts
$232M
Net Calls
-$108M
Net Calls Change
-$164M

Top Buyers

1
USAA
United Services Automobile Association
Texas
$1.39B
2
Victory Capital Management
Victory Capital Management
Texas
$1.9B
3
Squarepoint
Squarepoint
New York
$1.56B
4
CS
Credit Suisse
Switzerland
$865M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$669M

Top Sellers

1
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
$1.32B
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$280M
3
Wells Fargo
Wells Fargo
California
$7.18B
4
FCAS
First Command Advisory Services
Texas
$1.8B
5
NB
Norinchukin Bank
Japan
$1.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
201
Rezny Wealth Management
Florida
$93.3M +$2.25M +5,237 +2%
CFG
202
Citizens Financial Group
Rhode Island
$92.2M -$1.3M -3,026 -1%
SWA
203
SFMG Wealth Advisors
Texas
$92.1M +$4.56M +10,607 +5%
LPT
204
Legacy Private Trust
Wisconsin
$91.6M -$67.1K -156 -0.1%
TFM
205
TFC Financial Management
Massachusetts
$91.5M +$888K +2,065 +1%
SAM
206
Satovsky Asset Management
New York
$90.4M +$3.95M +9,161 +5%
SSB
207
Sandy Spring Bank
Maryland
$86.6M -$1.37M -3,196 -2%
CCFCSB
208
Cape Cod Five Cents Savings Bank
Massachusetts
$86.2M -$2.75M -6,399 -3%
CI
209
Conning Inc
Connecticut
$86M +$42.1M +97,879 +96%
SPIA
210
Steward Partners Investment Advisory
New York
$85M -$2.7M -6,269 -3%
MFW
211
Meristem Family Wealth
Minnesota
$84.5M +$20.4M +47,434 +32%
PFM
212
Phillips Financial Management
Indiana
$83.3M +$3.04M +7,061 +4%
ABTD
213
Arvest Bank Trust Division
Oklahoma
$82.8M +$2.39M +5,563 +3%
RWM
214
RKL Wealth Management
Pennsylvania
$82.3M -$816K -1,898 -1%
Cetera Investment Advisers
215
Cetera Investment Advisers
Illinois
$81.7M +$21.5M +49,918 +36%
WBG
216
Wharton Business Group
Pennsylvania
$81.5M -$25.8K -60 -0%
SG
217
Swarthmore Group
Pennsylvania
$81M -$1.83M -4,250 -2%
HIH
218
HRS Investment Holdings
New York
$80.5M – – –
MA
219
Montag & Associates
Georgia
$78.6M +$16.1M +37,361 +26%
BCI
220
Brinker Capital Investments
Pennsylvania
$76M -$3.53M -8,221 -4%
SIM
221
SSI Investment Management
California
$74.8M +$3.27M +7,611 +5%
PCIG
222
Partners Capital Investment Group
Massachusetts
$74.6M -$46.7M -108,603 -39%
BDF
223
Balasa Dinverno & Foltz
$74.3M -$2.87M -6,679 -4%
DADC
224
D.A. Davidson & Co
Montana
$74M +$2.79M +6,482 +4%
FIB
225
First Interstate Bank
Montana
$72.8M +$72.8M +169,291 New
7 8
9
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