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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

3,182 hedge funds and large institutions have $394B invested in iShares Core S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 1,365 increasing their positions, 1,206 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,182
Holders Change
+86
Holders Change %
+2.78%
% of All Funds
46.02%
Holding in Top 10
1,022
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+2.1%
% of All Funds
14.78%
New
177
Increased
1,365
Reduced
1,206
Closed
58
Calls
$826M
Puts
$810M
Net Calls
+$16.3M
Net Calls Change
+$145M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.38B
2
Squarepoint
Squarepoint
New York
+$3.11B
3
Morgan Stanley
Morgan Stanley
New York
+$1.8B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.26B
5
BlackRock
BlackRock
New York
+$1.17B

Top Sellers

1
CM
Capula Management
Cayman Islands
-$4.8B
2
SFC
Strategic Financial Concepts
Texas
-$1.23B
3
SWM
Scissortail Wealth Management
Oklahoma
-$1.06B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$807M
5
LWM
Liberty Wealth Management
California
-$746M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOAG
2576
Silver Oak Advisory Group
Oregon
$587K – – –
KFS
2577
Kaizen Financial Strategies
California
$586K +$577 +1 +0.1%
NPFS
2578
Novak & Powell Financial Services
Florida
$586K -$67.5K -117 -10%
PT
2579
Plimoth Trust
Massachusetts
$584K -$13.3K -23 -2%
IHWM
2580
Iron Horse Wealth Management
Iowa
$583K +$60.6K +105 +12%
T
2581
Tidemark
California
$582K +$35.2K +61 +6%
DFA
2582
Delta Financial Advisors
Louisiana
$581K +$4.04K +7 +0.7%
PAM
2583
Peninsula Asset Management
Florida
$581K – – –
MPCG
2584
Matrix Private Capital Group
New York
$579K -$5.19K -9 -0.9%
MSFP
2585
Mark Sheptoff Financial Planning
Connecticut
$578K +$42.7K +74 +8%
FSA
2586
Financial Security Advisor
Virginia
$577K +$1.73K +3 +0.3%
GG
2587
Gleason Group
Kentucky
$577K +$1.15K +2 +0.2%
DA
2588
Dash Acquisitions
California
$576K – – –
UBV
2589
United Bank (Virginia)
Virginia
$575K – – –
CPC
2590
Consolidated Planning Corp
Georgia
$575K – – –
FA
2591
Fiduciary Alliance
South Carolina
$574K -$13.8K -24 -2%
SPWG
2592
Sage Private Wealth Group
Illinois
$574K -$31.7K -55 -5%
ESBC
2593
E.S. Barr & Co
Kentucky
$572K +$122K +211 +27%
SP
2594
Stonebrook Private
Michigan
$572K +$1.73K +3 +0.3%
GLR
2595
Great Lakes Retirement
Ohio
$567K -$320K -554 -36%
CSB
2596
City State Bank
Iowa
$566K -$22.5K -39 -4%
CWM
2597
Compass Wealth Management
Connecticut
$565K -$57.7K -100 -9%
PIA
2598
Petredis Investment Advisors
Pennsylvania
$564K +$564K +978 New
CA
2599
Cambridge Advisors
Nebraska
$561K – – –
MGWA
2600
Monument Group Wealth Advisors
Massachusetts
$561K +$38.7K +67 +7%
102 103
104
105 106