IVV icon

iShares Core S&P 500 ETF

3,001 hedge funds and large institutions have $295B invested in iShares Core S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 374 funds opening new positions, 1,261 increasing their positions, 1,038 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,001
Holders Change
+271
Holders Change %
+9.93%
% of All Funds
43.99%
Holding in Top 10
970
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+8.99%
% of All Funds
14.22%
New
374
Increased
1,261
Reduced
1,038
Closed
61
Calls
$499M
Puts
$484M
Net Calls
+$14.6M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
2751
Toth Financial Advisory
Virginia
$272K -$23.9K -50 -8%
TBC
2752
Ted Buchan & Co
California
$271K
AHB
2753
Abner Herrman & Brock
New Jersey
$270K +$14.3K +30 +6%
RFP
2754
Root Financial Partners
California
$269K +$269K +564 New
HAS
2755
HBW Advisory Services
California
$269K -$37.7K -79 -12%
CWM
2756
CIBC World Markets
New York
$268K +$3.34K +7 +1%
SRB
2757
Shotwell Rutter Baer
Michigan
$267K +$267K +559 New
CMAI
2758
Capital Management Associates Inc
Minnesota
$267K +$267K +560 New
DK
2759
David Kennon
Florida
$267K -$69.3K -145 -21%
HIA
2760
HTG Investment Advisors
Connecticut
$266K +$29.6K +62 +13%
OA
2761
Oxbow Advisors
Texas
$266K +$266K +556 New
MCG
2762
McCollum Christoferson Group
New York
$265K -$21.5K -45 -8%
ICM
2763
Intrepid Capital Management
Florida
$265K -$12.4K -26 -4%
BWL
2764
Beacon Wealthcare LLC
North Carolina
$265K
SAM
2765
SP Asset Management
California
$265K +$478 +1 +0.2%
CCB
2766
Cutter & Co Brokerage
Missouri
$265K +$1.43K +3 +0.5%
TNAM
2767
Terra Nova Asset Management
New York
$264K +$1.91K +4 +0.7%
AAIM
2768
Asset Advisors Investment Management
Georgia
$263K -$157K -329 -37%
CPA
2769
Capital Planning Advisors
California
$262K +$14.8K +31 +6%
JWM
2770
JFG Wealth Management
Colorado
$261K
SIC
2771
Samalin Investment Counsel
New York
$261K +$27.3K +57 +12%
SAI
2772
Systematic Alpha Investments
New Jersey
$260K
IA
2773
IMZ Advisory
Florida
$260K +$260K +517 New
ORC
2774
O'Rourke & Company
Massachusetts
$259K -$2.86K -6 -1%
BAM
2775
Byrne Asset Management
New Jersey
$259K -$226K