IVV icon

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 %
NCM
2776
Neumann Capital Management
California
$395K – – –
NG
2777
NWK Group
California
$395K – – –
EA
2778
Ellsworth Advisors
Ohio
$395K +$1.15K +2 +0.3%
BCA
2779
Ballentine Capital Advisors
South Carolina
$391K -$15.6K -27 -4%
LIA
2780
Lynx Investment Advisory
District of Columbia
$388K +$1.73K +3 +0.4%
AP
2781
Americana Partners
Texas
$387K -$347K -602 -47%
SRA
2782
Secured Retirement Advisors
Minnesota
$387K – – –
CJ
2783
Caitlin John
Michigan
$387K +$34.8K +58 +10%
BCM
2784
BluePath Capital Management
Georgia
$386K -$99.8K -173 -21%
JLBC
2785
J.L. Bainbridge & Co
Florida
$386K – – –
WCM
2786
Westend Capital Management
California
$385K +$241K +417 +166%
FCM
2787
Fogel Capital Management
Florida
$384K – – –
KOMWMG
2788
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$384K +$10.4K +18 +3%
SAM
2789
Seelaus Asset Management
New Jersey
$384K -$14.4K -25 -4%
FA
2790
FSA Advisors
Michigan
$382K +$44.3K +80 +13%
CPRC
2791
Consolidated Portfolio Review Corp
New York
$382K -$40.9K -71 -10%
SBIA
2792
Sheaff Brock Investment Advisors
Indiana
$382K +$36.3K +63 +11%
WN
2793
Williams & Novak
California
$380K +$43.3K +75 +13%
CP
2794
Castleview Partners
Texas
$380K -$96.9K -168 -20%
BWM
2795
BlackDiamond Wealth Management
New York
$377K -$79.2K -132 -17%
WIC
2796
Wilkins Investment Counsel
Massachusetts
$375K – – –
IC
2797
Innealta Capital
Texas
$374K -$59.4K -103 -14%
FVWA
2798
Foster Victor Wealth Advisors
South Carolina
$371K -$84.7K -146 -19%
OPPS
2799
Obsidian Personal Planning Solutions
Maryland
$371K – – –
GCWM
2800
Graham Capital Wealth Management
District of Columbia
$370K +$370K +642 New
110 111
112
113 114