IVV icon

iShares Core S&P 500 ETF

3,000 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 373 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
3,000
Holders Change
+270
Holders Change %
+9.89%
% of All Funds
43.98%
Holding in Top 10
970
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+8.99%
% of All Funds
14.22%
New
373
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 %
FPF
2851
First Pacific Financial
Washington
$218K +$53.9K +113 +33%
CH
2852
Canton Hathaway
Rhode Island
$216K -$59.1K -124 -21%
EWS
2853
Evergreen Wealth Solutions
Pennsylvania
$215K +$215K +450 New
EG
2854
Ellerson Group
Maryland
$215K
Fayez Sarofim & Co
2855
Fayez Sarofim & Co
Texas
$214K +$214K +426 New
CIC
2856
Chilton Investment Company
Connecticut
$214K +$214K +448 New
CIG
2857
Cairn Investment Group
Washington
$212K +$212K +444 New
NPFS
2858
Novak & Powell Financial Services
Florida
$210K +$210K +443 New
HIMC
2859
Heritage Investors Management Corp
Maryland
$210K -$33.4K -70 -14%
HWMC
2860
Heritage Wealth Management (California)
California
$210K +$210K +439 New
ACC
2861
Acorn Creek Capital
Colorado
$208K +$208K +436 New
PSP
2862
Pacific Sage Partners
Washington
$207K -$45.4K -95 -18%
LG
2863
LaFleur & Godfrey
Michigan
$205K -$62.6K -131 -23%
AIA
2864
Alera Investment Advisors
Illinois
$204K -$21K -44 -9%
WLG
2865
Williamson Legacy Group
Indiana
$204K +$204K +428 New
MC
2866
Matisse Capital
Oregon
$204K +$204K +427 New
KWM
2867
KFG Wealth Management
Indiana
$203K -$98.9K -207 -33%
OWM
2868
OneAscent Wealth Management
Alabama
$203K +$203K +426 New
RPG
2869
Resource Planning Group
Georgia
$203K -$92.7K -194 -31%
FIC
2870
Family Investment Center
Missouri
$203K +$203K +424 New
AMM
2871
American Money Management
California
$202K +$202K +423 New
RA
2872
Rise Advisors
New York
$202K -$39.6K -83 -16%
PCMC
2873
Planning Capital Management Corporation
Pennsylvania
$202K +$202K +422 New
CPCP
2874
Cedar Point Capital Partners
Iowa
$201K +$201K +421 New
APS
2875
American Planning Services
Florida
$201K +$201K +421 New