IVV icon

iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
2676
Kolinsky Wealth Management
New Jersey
$484K -$511K -885 -51%
PMG
2677
Private Management Group
California
$483K -$70.4K -122 -13%
AIM
2678
Avity Investment Management
Connecticut
$482K +$9.23K +16 +2%
TFA
2679
Tobias Financial Advisors
Florida
$481K
HCMG
2680
Howard Capital Management Group
California
$481K
PD
2681
Planning Directions
Pennsylvania
$479K -$26.5K -46 -5%
CCM
2682
Carlson Capital Management
Minnesota
$479K +$479K +830 New
WIP
2683
WealthCare Investment Partners
Rhode Island
$479K +$171K +300 +56%
BFA
2684
Buttonwood Financial Advisors
Maryland
$478K +$6.92K +12 +1%
AC
2685
Annandale Capital
Texas
$478K -$395K -685 -45%
CHAM
2686
Clear Harbor Asset Management
Connecticut
$476K +$44.5K +77 +10%
RTC
2687
Riverview Trust Company
Washington
$476K -$2.88K -5 -0.6%
ZCI
2688
Zevenbergen Capital Investments
Washington
$475K +$475K +824 New
FWM
2689
Finer Wealth Management
Massachusetts
$475K
RW
2690
RVW Wealth
California
$474K -$11.5K -20 -2%
TFG
2691
Taylor Financial Group
Virginia
$473K -$8.65K -15 -2%
RWB
2692
RMR Wealth Builders
New Jersey
$473K +$40.9K +71 +9%
NCM
2693
Noesis Capital Mangement
Florida
$472K +$94.6K +164 +25%
AMBIA
2694
Allen Mooney & Barnes Investment Advisors
Georgia
$470K -$397K -688 -46%
CPG
2695
Cornerstone Planning Group
New Jersey
$469K -$364K -622 -44%
MIC
2696
Meridian Investment Counsel
California
$467K
LA
2697
LVW Advisors
New York
$467K
RB
2698
Richmond Brothers
Michigan
$467K -$53.6K -93 -10%
LFA
2699
LifeGuide Financial Advisors
Pennsylvania
$465K +$465K +807 New
HIGP
2700
Hill Investment Group Partners
Missouri
$463K