IVV icon

iShares Core S&P 500 ETF

2,730 hedge funds and large institutions have $249B invested in iShares Core S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,177 increasing their positions, 1,012 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,730
Holders Change
+24
Holders Change %
+0.89%
% of All Funds
43.53%
Holding in Top 10
890
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.25%
% of All Funds
14.19%
New
139
Increased
1,177
Reduced
1,012
Closed
83
Calls
$413M
Puts
$204M
Net Calls
+$209M
Net Calls Change
-$70.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
2676
Cedar Wealth Management
California
$64K -$7.3K -17 -10%
AWM
2677
Atticus Wealth Management
Florida
$62.3K
PCM
2678
Perritt Capital Management
Illinois
$62.3K -$25.8K -60 -29%
AGWCA
2679
Annis Gardner Whiting Capital Advisors
Florida
$62.1K +$62.1K +144 New
LTI
2680
Laffer Tengler Investments
Tennessee
$61.8K
CWA
2681
Carolina Wealth Advisors
South Carolina
$61K
YAL
2682
Your Advocates Ltd
Texas
$60.9K +$44.9K +115 +280%
NMG
2683
New Millennium Group
Utah
$58.5K -$2.15K -5 -4%
HWP
2684
Hibernia Wealth Partners
Louisiana
$54.3K +$54.3K +126 New
FAM
2685
Flaharty Asset Management
Florida
$53.9K +$53.9K +126 New
FFA
2686
Fairfield Financial Advisors
Massachusetts
$53.8K -$2.58K -6 -5%
FFC
2687
First Financial Corp
Indiana
$49.8K
ATC
2688
Adirondack Trust Company
New York
$49K
GGI
2689
Godsey & Gibb Inc
Virginia
$47.2K
HFM
2690
Hartford Financial Management
Connecticut
$45.9K
EWP
2691
Elevation Wealth Partners
California
$45.1K
PG
2692
Proffitt & Goodson
Tennessee
$45.1K
FMP
2693
Financial Management Professionals
Texas
$45K -$26.8K -62 -37%
NSG
2694
Nalls Sherbakoff Group
Tennessee
$44.3K +$861 +2 +2%
KC
2695
Knuff & Co
California
$42.9K
MAM
2696
Marquette Asset Management
Minnesota
$41.7K -$21.5K -50 -34%
LWA
2697
Lowe Wealth Advisors
Maryland
$41.2K
HIIFS
2698
Harel Insurance Investments & Financial Services
Israel
$41K +$41K +96 New
BCPWM
2699
Bradley & Co Private Wealth Management
Florida
$40.8K
BLC
2700
Brown, Lisle/Cummings
Rhode Island
$40.4K +$24.5K +57 +154%