IVV icon

iShares Core S&P 500 ETF

2,601 hedge funds and large institutions have $243B invested in iShares Core S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 1,106 increasing their positions, 757 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,601
Holders Change
+351
Holders Change %
+15.6%
% of All Funds
40.17%
Holding in Top 10
858
Holding in Top 10 Change
+132
Holding in Top 10 Change %
+18.18%
% of All Funds
13.25%
New
450
Increased
1,106
Reduced
757
Closed
57
Calls
$150M
Puts
$803M
Net Calls
-$653M
Net Calls Change
-$354M
Name Holding Trade Value Shares
Change
Shares
Change %
NMG
2251
New Millennium Group
Utah
$392K +$392K +822 New
AIM
2252
Avity Investment Management
Connecticut
$391K
EIA
2253
Edgemoor Investment Advisors
Maryland
$389K
CFO
2254
Colony Family Offices
North Carolina
$388K +$384K +805 +8,944%
LRPA
2255
L. Roy Papp & Associates
Arizona
$386K -$141K -295 -27%
TPW
2256
TL Private Wealth
Texas
$386K -$19.7K -45 -5%
AWM
2257
AllSquare Wealth Management
New York
$386K
SAM
2258
Seelaus Asset Management
New Jersey
$386K
Manulife (Manufacturers Life Insurance)
2259
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$386K +$161K +336,426 +71%
MRCM
2260
M&R Capital Management
New Jersey
$384K +$2.39K +5 +0.6%
NCM
2261
Neumann Capital Management
California
$382K
SMH
2262
Sanders Morris Harris
Texas
$381K -$14.3K -30 -4%
MA
2263
Mezzasalma Advisors
New Jersey
$381K +$49.2K +103 +15%
FNBOMD
2264
First National Bank of Mount Dora
Florida
$379K +$14.3K +30 +4%
GWAG
2265
Garrett Wealth Advisory Group
Texas
$379K +$96.9K +203 +34%
SIA
2266
SkyView Investment Advisors
New Jersey
$378K
BCP
2267
Blue Chip Partners
Michigan
$377K +$4.77K +10 +1%
LDB
2268
Lee, Danner & Bass
Tennessee
$375K -$52.5K -110 -12%
IIA
2269
IPG Investment Advisors
California
$375K +$375K +786 New
ZIG
2270
Zuckerman Investment Group
Illinois
$374K
RCC
2271
Red Cedar Capital
Nebraska
$374K +$374K +784 New
MIP
2272
Marietta Investment Partners
Wisconsin
$372K
OWP
2273
Obermeyer Wealth Partners
Colorado
$369K -$24.8K -52 -6%
WAM
2274
WealthTrust Asset Management
Florida
$367K +$1.91K +4 +0.5%
WP
2275
Wedgewood Partners
Missouri
$367K +$367K +771 New