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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

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

Top Buyers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$1.37B
2
BlackRock
BlackRock
New York
+$1.32B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$821M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$756M
5
Franklin Resources
Franklin Resources
California
+$701M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$7.27B
2
Bank of America
Bank of America
North Carolina
-$6.79B
3
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$1.08B
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$915M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$282M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
2226
Tradewinds Capital Management
Washington
$37K – – –
LIA
2227
LS Investment Advisors
Michigan
$34K – – –
GP
2228
Greenline Partners
New York
$31K -$4.31K -10 -12%
CWP
2229
Concord Wealth Partners
Virginia
$30K – – –
AC
2230
Asio Capital
Kentucky
$26K – – –
PK
2231
Pflug Koory
Nebraska
$23K – – –
MAM
2232
McCarthy Asset Management
California
$23K – – –
Vontobel Holding
2233
Vontobel Holding
Switzerland
$23K +$18.2K +42 +382%
GCM
2234
Gables Capital Management
Florida
$22K – – –
EWM
2235
Edge Wealth Management
New York
$20K – – –
CCM
2236
Carderock Capital Management
Maryland
$20K +$20K +47 New
PCFFS
2237
Pacific Center for Financial Services
California
$19K +$19K +44 New
MSFP
2238
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
TVWM
2239
Tower View Wealth Management
Wisconsin
$16K – – –
AFIA
2240
America First Investment Advisors
Nebraska
$13K +$13K +30 New
TFA
2241
Toth Financial Advisory
Virginia
$12K -$857 -2 -7%
HCM
2242
Highlander Capital Management
New Jersey
$11K – – –
HFA
2243
HC Financial Advisors
California
$9K -$12.9K -30 -59%
SFA
2244
Semmax Financial Advisors
North Carolina
$7K – – –
PP
2245
PrairieView Partners
Minnesota
$6K – – –
CI
2246
Cordant Inc
Oregon
$6K +$6K +15 New
AF
2247
Arrow Financial
New York
$5K – – –
CYG
2248
Clean Yield Group
Vermont
$5K – – –
CFO
2249
Colony Family Offices
North Carolina
$4K -$444 -1 -10%
GI
2250
GS Investments
Minnesota
$4K +$4K +9 New
88 89
90
91 92