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 %
ORC
2726
O'Rourke & Company
Massachusetts
$440K +$12.7K +22 +3%
OFP
2727
OLIO Financial Planning
Virginia
$440K
JWBC
2728
J.W. Burns & Co
New York
$438K
W
2729
WorthPointe
California
$438K
AA
2730
Apriem Advisors
California
$437K -$65.7K -114 -13%
SFWC
2731
Strategic Family Wealth Counselors
New Jersey
$437K +$38.6K +67 +10%
CWP
2732
Core Wealth Partners
California
$437K +$577 +1 +0.1%
PFG
2733
Pinnacle Financial Group
Illinois
$436K -$27.1K -47 -6%
WTFG
2734
Wells Trecaso Financial Group
Ohio
$435K
HBW
2735
Hazlett, Burt & Watson
West Virginia
$434K +$59.1K +103 +16%
NAMP
2736
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$433K
TNA
2737
True North Advisors
Texas
$433K +$9.81K +17 +2%
HWMT
2738
Heritage Wealth Management (Texas)
Texas
$432K -$16.1K -28 -4%
MIP
2739
Marietta Investment Partners
Wisconsin
$430K
QIM
2740
Quest Investment Management
Oregon
$429K
TWM
2741
Trevian Wealth Management
Massachusetts
$428K +$428K +741 New
OBGC
2742
O'Brien Greene & Co
Pennsylvania
$427K -$7.5K -13 -2%
BBI
2743
Baxter Bros Inc
Connecticut
$427K
SW
2744
SVB Wealth
Massachusetts
$424K -$107M -186,080 -100%
GWAM
2745
Guardian Wealth Advisors (Minnesota)
Minnesota
$424K +$24.8K +43 +6%
FSA
2746
Financial Sense Advisors
California
$423K -$35.2K -61 -8%
BC
2747
Brio Consultants
California
$421K +$142K +246 +51%
CF
2748
Clarity Financial
Texas
$421K -$34K -59 -7%
AHC
2749
Adell Harriman & Carpenter
Texas
$421K -$43.8K -76 -9%
DA
2750
Dover Advisors
Virginia
$416K -$4.62K -8 -1%