IVV icon

iShares Core S&P 500 ETF

3,066 hedge funds and large institutions have $334B invested in iShares Core S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 1,304 increasing their positions, 1,212 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,066
Holders Change
+65
Holders Change %
+2.17%
% of All Funds
44.44%
Holding in Top 10
996
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.68%
% of All Funds
14.44%
New
197
Increased
1,304
Reduced
1,212
Closed
91
Calls
$416M
Puts
$325M
Net Calls
+$90.2M
Net Calls Change
+$75.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FCT
2576
Family Capital Trust
Massachusetts
$465K -$35.7K -68 -7%
CWM
2577
CarsonAllaria Wealth Management
Illinois
$464K +$210K +400 +83%
FCM
2578
Fogel Capital Management
Florida
$462K +$181K +352 +64%
MA
2579
MAS Advisors
Florida
$462K -$10.5K -20 -2%
USB
2580
Union Savings Bank
Connecticut
$462K
CP
2581
Covenant Partners
Tennessee
$460K
PD
2582
Planning Directions
Pennsylvania
$460K +$526 +1 +0.1%
KAM
2583
Kraft Asset Management
Tennessee
$459K -$142K -270 -24%
AWM
2584
Austin Wealth Management
Texas
$457K -$43.1K -81 -9%
GWA
2585
GGM Wealth Advisors
Maryland
$457K +$76.2K +146 +20%
IIA
2586
Integral Investment Advisors
California
$456K +$456K +867 New
WA
2587
Wambolt & Associates
Colorado
$454K -$65.1K -124 -13%
SPI
2588
Sutton Place Investors
New York
$454K +$6.31K +12 +1%
MCIA
2589
Mountain Capital Investment Advisors
Colorado
$453K -$36K -69 -7%
SIC
2590
SJS Investment Consulting
Ohio
$453K +$8.41K +16 +2%
CG
2591
CFO4Life Group
Texas
$453K +$137K +261 +44%
TFG
2592
Taylor Financial Group
Virginia
$451K
HVIA
2593
Hudson Valley Investment Advisors
New York
$451K +$25.2K +48 +6%
FF
2594
Farrell Financial
New York
$450K -$15.8K -30 -3%
LWM
2595
Lodestone Wealth Management
Washington
$449K -$14.7K -28 -3%
IP
2596
Ignite Planners
California
$449K +$525 +1 +0.1%
DA
2597
Dash Acquisitions
California
$449K -$613K -1,220 -58%
FWM
2598
Finer Wealth Management
Massachusetts
$448K
SWK
2599
Stephen W. Kidder
$447K
IPW
2600
Inlet Private Wealth
Florida
$446K -$22.6K -43 -5%