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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 %
CBT
2276
Capital Bank & Trust
California
– -$1.36M -3,171 Closed
GHA
2277
GW Henssler & Associates
Georgia
– -$1.05M -2,441 Closed
QA
2278
Quantitative Advantage
Minnesota
– -$1.01M -2,358 Closed
ACI
2279
AMP Capital Investors
Australia
– -$901K -2,100 Closed
OAM
2280
Oppenheimer Asset Management
New York
– -$871K -2,026 Closed
GWM
2281
GSB Wealth Management
Connecticut
– -$615K -1,430 Closed
DDC
2282
DF Dent & Co
Maryland
– -$491K -1,143 Closed
IC
2283
Inscription Capital
Texas
– -$472K -1,097 Closed
MWM
2284
Moulton Wealth Management
Washington
– -$452K -1,052 Closed
WW
2285
Westshore Wealth
California
– -$446K -1,038 Closed
LC
2286
Lindbrook Capital
California
– -$442K -1,028 Closed
CCM
2287
Crossvault Capital Management
Texas
– -$350K -795 Closed
FEM
2288
Fulcrum Equity Management
Texas
– -$339K -789 Closed
RCM
2289
Radnor Capital Management
Pennsylvania
– -$315K -732 Closed
Susquehanna International Group
2290
Susquehanna International Group
Pennsylvania
– -$301K -699 Closed
CAM
2291
Congress Asset Management
Massachusetts
– -$287K -667 Closed
SFP
2292
Sandbox Financial Partners
Maryland
– -$273K -635 Closed
III
2293
Independent Investors Inc
New York
– -$258K -600 Closed
SFS
2294
Strategic Financial Services
New York
– -$249K -580 Closed
SFPM
2295
Sensible Financial Planning & Management
Massachusetts
– -$249K -579 Closed
AWM
2296
Accurate Wealth Management
Florida
– -$234K -544 Closed
SFMG
2297
Sage Financial Management Group
Virginia
– -$232K -540 Closed
WG
2298
Watchman Group
Texas
– -$202K -471 Closed
TAM
2299
Trillium Asset Management
Massachusetts
– -$209K -425 Closed
BI
2300
Blooom Inc
Kansas
– -$217K -325 Closed
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