IVV icon

iShares Core S&P 500 ETF

3,066 hedge funds and large institutions have $334B invested in iShares Core S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 1,304 increasing their positions, 1,212 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,066
Holders Change
+65
Holders Change %
+2.17%
% of All Funds
44.44%
Holding in Top 10
996
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.68%
% of All Funds
14.44%
New
197
Increased
1,304
Reduced
1,212
Closed
91
Calls
$416M
Puts
$325M
Net Calls
+$90.2M
Net Calls Change
+$75.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TSWM
2751
Triangle Securities Wealth Management
North Carolina
$319K
BSG
2752
Black Swift Group
Colorado
$319K +$1.39K +3 +0.4%
GA
2753
GoalVest Advisory
New York
$318K -$33.1K -63 -9%
WFG
2754
Wills Financial Group
Virginia
$318K
PIWA
2755
Prevail Innovative Wealth Advisors
Kansas
$318K +$318K +605 New
KA
2756
Kearns & Associates
California
$318K
GCP
2757
GSA Capital Partners
United Kingdom
$318K +$318K +604 New
LWMG
2758
Levy Wealth Management Group
Pennsylvania
$318K
BWL
2759
Beacon Wealthcare LLC
North Carolina
$317K +$25.2K +48 +9%
FLA
2760
Financial Life Advisors
Texas
$316K
CBOR
2761
Community Bank of Raymore
Missouri
$315K
DC
2762
Defender Capital
North Carolina
$315K +$315K +600 New
RSS
2763
Rosenblum Silverman Sutton
California
$314K
CHC
2764
City Holding Co
West Virginia
$314K -$12.6K -24 -4%
RWA
2765
Rooted Wealth Advisors
Illinois
$312K +$312K +599 New
HAM
2766
Harmony Asset Management
Arizona
$310K +$310K +590 New
CJ
2767
Caitlin John
Michigan
$310K -$52K -99 -14%
CPRC
2768
Consolidated Portfolio Review Corp
New York
$310K -$158K -300 -34%
DAM
2769
Derbend Asset Management
Georgia
$310K +$310K +589 New
EE
2770
EWG Elevate
California
$309K
Legacy Financial Group (Iowa)
2771
Legacy Financial Group (Iowa)
Iowa
$308K +$308K +586 New
MGWA
2772
Monument Group Wealth Advisors
Massachusetts
$307K -$11.6K -22 -4%
RWG
2773
Ratio Wealth Group
Colorado
$307K -$11.6K -22 -4%
TAM
2774
Taurus Asset Management
New York
$307K -$39.4K -75 -11%
LIM
2775
Letson Investment Management
Georgia
$307K