IVV icon

iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
YAL
2226
Your Advocates Ltd
Texas
$20K
EWM
2227
Edge Wealth Management
New York
$20K
HIM
2228
HawsGoodwin Investment Management
Tennessee
$19K
TVAMP
2229
Tennessee Valley Asset Management Partners
Tennessee
$17K -$17.8K -41,222 -51%
DOA
2230
D'Orazio & Associates
Virginia
$17K
MSFP
2231
Mark Sheptoff Financial Planning
Connecticut
$16K
TVWM
2232
Tower View Wealth Management
Wisconsin
$16K
TFA
2233
Toth Financial Advisory
Virginia
$13K
FIA
2234
FNY Investment Advisers
New York
$12K -$13.7K -32 -53%
HCM
2235
Highlander Capital Management
New Jersey
$11K
FMP
2236
Financial Management Professionals
Texas
$11K +$8.46K +20 +333%
OIA
2237
Optimum Investment Advisors
Illinois
$8K
SFA
2238
Semmax Financial Advisors
North Carolina
$7K -$60.4K -138 -90%
PC
2239
Permanens Capital
New York
$7K
PP
2240
PrairieView Partners
Minnesota
$6K +$6K +15 New
AF
2241
Arrow Financial
New York
$5K
Vontobel Holding
2242
Vontobel Holding
Switzerland
$5K +$5K +11 New
CYG
2243
Clean Yield Group
Vermont
$5K +$5K +12 New
CFO
2244
Colony Family Offices
North Carolina
$4K -$920K -2,300 -100%
MA
2245
MBA Advisors
Pennsylvania
$1.32K
H
2246
HoyleCohen
California
$1.2K -$513 -1,193 -30%
WIM
2247
Westside Investment Management
California
$11
PPFA
2248
Provida Pension Fund Administrator
Chile
-$241M -607,204 Closed
MB
2249
MUFG Bank
Japan
-$239M -600,000 Closed
GC
2250
Guggenheim Capital
Illinois
-$39.8M -100,002 Closed