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 %
SRB
2901
Shotwell Rutter Baer
Michigan
$304K – – –
SAMC
2902
Spectrum Asset Management (California)
California
$302K -$2.31K -4 -0.8%
AMM
2903
American Money Management
California
$302K +$13.3K +23 +5%
RCA
2904
Riverview Capital Advisers
Massachusetts
$301K – – –
RWA
2905
Rooted Wealth Advisors
Illinois
$299K -$246K -431 -45%
HHWM
2906
Hiley Hunt Wealth Management
Nebraska
$299K +$1.15K +2 +0.4%
HBT
2907
Hills Bank & Trust
Iowa
$299K -$27.1K -47 -8%
PAM
2908
Pegasus Asset Management
New York
$298K – – –
ACM
2909
Altrius Capital Management
North Carolina
$297K -$119K -206 -29%
TA
2910
TFG Advisers
Michigan
$295K -$2.88K -5 -1%
VAM
2911
Vienna Asset Management
California
$295K +$1.15K +2 +0.4%
ICM
2912
Intrepid Capital Management
Florida
$295K -$23.7K -41 -7%
HNWAG
2913
High Net Worth Advisory Group
Florida
$294K +$8.08K +14 +3%
HIS
2914
Horizon Investment Services
Indiana
$293K – – –
KNFPWM
2915
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$293K +$1.16K +2 +0.4%
WPW
2916
Warther Private Wealth
Ohio
$292K – – –
QFA
2917
Quattro Financial Advisors
Texas
$292K – – –
SCM
2918
Stonehearth Capital Management
Massachusetts
$292K – – –
YCM
2919
Yousif Capital Management
Michigan
$291K – – –
SC
2920
Schulhoff & Co
Ohio
$290K – – –
EB
2921
Exchange Bank
California
$288K -$11K -19 -4%
LB
2922
Legacy Bridge
Iowa
$288K – – –
BC
2923
Belmont Capital
California
$288K – – –
GA
2924
Gordian Advisors
Arizona
$288K +$577 +1 +0.2%
OCPWS
2925
One Charles Private Wealth Services
Massachusetts
$284K +$16.2K +28 +6%
115 116
117
118 119