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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 %
MKA
2701
M. Kulyk & Associates
Georgia
$463K -$1.73K -3 -0.4%
FA
2702
Fagan Associates
New York
$463K – – –
PIM
2703
Penobscot Investment Management
Massachusetts
$462K – – –
SWK
2704
Stephen W. Kidder
$461K -$28.8K -50 -6%
ECM
2705
Elgethun Capital Management
South Dakota
$460K +$577 +1 +0.1%
SPWG
2706
Syntegra Private Wealth Group
Missouri
$460K – – –
BI
2707
Beckerman Institutional
New Jersey
$459K +$459K +796 New
PA
2708
Prism Advisors
California
$457K – – –
WW
2709
Westshore Wealth
California
$455K – – –
GWANC
2710
Guardian Wealth Advisors (North Carolina)
North Carolina
$452K +$24.2K +42 +6%
PFA
2711
Petra Financial Advisors
Colorado
$451K +$8.65K +15 +2%
DPW
2712
DiNuzzo Private Wealth
Pennsylvania
$450K -$15K -26 -3%
QFA
2713
Quantum Financial Advisors
California
$449K – – –
CFS
2714
CGC Financial Services
Oregon
$448K +$23.1K +40 +5%
MCP
2715
Mirador Capital Partners
California
$448K +$577 +1 +0.1%
HVIA
2716
Hudson Valley Investment Advisors
New York
$447K -$20.2K -35 -4%
PGF
2717
Plan Group Financial
Oklahoma
$444K -$64.6K -112 -13%
MCIA
2718
Mountain Capital Investment Advisors
Colorado
$444K -$100K -167 -18%
LK
2719
Lumbard & Kellner
New Hampshire
$442K -$26K -45 -6%
WAM
2720
WealthTrust Asset Management
Florida
$442K +$577 +1 +0.1%
CAM
2721
Columbia Asset Management
Michigan
$442K – – –
PWH
2722
Priebe Wealth Holdings
Minnesota
$442K – – –
PAWA
2723
Palo Alto Wealth Advisors
California
$441K +$1.76K +3 +0.4%
VBA
2724
von Borstel & Associates
Oregon
$441K +$441K +765 New
RCP
2725
Rothschild Capital Partners
New York
$440K +$1.15K +2 +0.3%
107 108
109
110 111