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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 %
WA
2626
Wambolt & Associates
Colorado
$526K +$36K +63 +7%
FFO
2627
Fiduciary Family Office
Florida
$526K -$144K -249 -21%
CPCM
2628
Cardinal Point Capital Management
Ontario, Canada
$526K +$526K +912 New
HWMO
2629
Heritage Wealth Management (Ohio)
Ohio
$525K – – –
GWSA
2630
Global Wealth Strategies & Associates
Colorado
$525K +$321K +556 +157%
WA
2631
Wealthstream Advisors
New York
$525K – – –
SAM
2632
Sequent Asset Management
Texas
$524K – – –
FCCM
2633
First City Capital Management
Georgia
$520K – – –
RCG
2634
Regatta Capital Group
California
$520K – – –
CCA
2635
Cravens & Co Advisors
Tennessee
$519K – – –
FF
2636
Farrell Financial
New York
$517K +$1.2K +2 +0.2%
WWG
2637
West Wealth Group
California
$516K +$6.35K +11 +1%
VPWA
2638
Vestia Personal Wealth Advisors
Indiana
$516K +$3.46K +6 +0.7%
CAC
2639
Core Alternative Capital
Georgia
$516K – – –
DCM
2640
Davis Capital Management
Florida
$516K +$33.5K +58 +7%
GSB
2641
Greenfield Savings Bank
Massachusetts
$515K – – –
GWA
2642
GGM Wealth Advisors
Maryland
$514K -$17.9K -31 -3%
TFG
2643
Team Financial Group
California
$514K +$34K +59 +7%
PCM
2644
Pointe Capital Management
Michigan
$512K +$110K +190 +27%
PAG
2645
Powers Advisory Group
Illinois
$512K +$11.5K +20 +2%
LWM
2646
Lodestone Wealth Management
Washington
$512K -$8.65K -15 -2%
NA
2647
Nordwand Advisors
Pennsylvania
$510K – – –
NWA
2648
Navis Wealth Advisors
New York
$510K -$115K -199 -18%
CP
2649
Covenant Partners
Tennessee
$505K – – –
CPP
2650
Capasso Planning Partners
South Carolina
$504K +$3.46K +6 +0.7%
104 105
106
107 108