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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 %
LIM
2851
Letson Investment Management
Georgia
$336K – – –
CFGA
2852
Cambridge Financial Group (Arizona)
Arizona
$336K – – –
SSWM
2853
Strait & Sound Wealth Management
California
$336K -$68.1K -118 -17%
SIAP
2854
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$336K +$336K +582 New
FFA
2855
Frazier Financial Advisors
Ohio
$335K +$12.1K +21 +4%
FF
2856
Farnam Financial
Arizona
$335K +$335K +581 New
BSG
2857
Black Swift Group
Colorado
$333K – – –
CMAI
2858
Capital Management Associates Inc
Minnesota
$332K +$577 +1 +0.2%
OFG
2859
Orcam Financial Group
California
$332K – – –
BCM
2860
Buckhead Capital Management
Georgia
$331K – – –
AHB
2861
Abner Herrman & Brock
New Jersey
$330K +$6.92K +12 +2%
EGA
2862
Eagle Global Advisors
Texas
$330K – – –
HWM
2863
HRC Wealth Management
Idaho
$330K +$1.73K +3 +0.5%
AWM
2864
Aspire Wealth Management
Massachusetts
$329K -$12.1K -21 -4%
MC
2865
Matisse Capital
Oregon
$328K -$4.62K -8 -1%
FA
2866
Financial Alternatives
California
$326K -$87.1K -151 -21%
CCA
2867
Checchi Capital Advisers
California
$326K -$461K -800 -59%
HWA
2868
Hillcrest Wealth Advisors
New Jersey
$326K +$110K +191 +51%
CBA
2869
Coastal Bridge Advisors
Connecticut
$326K -$20.2K -35 -6%
SC
2870
Schiavi & Co
Delaware
$326K +$81.9K +142 +34%
AFA
2871
Alpha Financial Advisors
North Carolina
$323K +$323K +560 New
WF
2872
WoodTrust Financial
Wisconsin
$323K – – –
HFA
2873
Highland Financial Advisors
New Jersey
$322K +$322K +559 New
GFG
2874
Greystone Financial Group
Michigan
$322K +$322K +558 New
JFL
2875
Jarislowsky, Fraser Ltd
Quebec, Canada
$322K -$2.26M -3,924 -88%
113 114
115
116 117