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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 %
RCA
2926
Ranch Capital Advisors
Florida
$283K +$577 +1 +0.2%
AAIM
2927
Asset Advisors Investment Management
Georgia
$283K – – –
WFS
2928
Walker Financial Services
Kentucky
$282K – – –
BBWA
2929
Bell & Brown Wealth Advisors
California
$281K +$281K +488 New
VCM
2930
Verde Capital Management
Michigan
$281K -$4.03K -7 -1%
SCM
2931
Sterling Capital Management
North Carolina
$281K +$281K +487 New
XWM
2932
Xcel Wealth Management
Florida
$281K -$21.4K -37 -7%
CNC
2933
Citizens & Northern Corp
Pennsylvania
$280K – – –
FFIC
2934
First Fiduciary Investment Counsel
Ohio
$279K +$1.16K +2 +0.4%
TAM
2935
Taurus Asset Management
New York
$279K -$57.7K -100 -17%
ALC
2936
Alexander Labrunerie & Co
Missouri
$278K – – –
KCM
2937
Kathmere Capital Management
Pennsylvania
$277K – – –
RSVP
2938
Ramsay Stattman Vela & Price
Colorado
$277K -$42.1K -73 -13%
SP
2939
Stablepoint Partners
Massachusetts
$276K – – –
YWM
2940
Yardley Wealth Management
Pennsylvania
$276K +$276K +478 New
SDH
2941
Sloy Dahl & Holst
Washington
$276K +$2.89K +5 +1%
TCM
2942
Tradewinds Capital Management
Washington
$276K +$13.8K +24 +5%
IIA
2943
IPG Investment Advisors
California
$275K +$27.1K +47 +11%
SGC
2944
Slocum, Gordon & Co
Rhode Island
$273K – – –
RWP
2945
Reliant Wealth Planning
Kentucky
$273K +$273K +473 New
BBA
2946
Braun-Bostich & Associates
Pennsylvania
$270K -$9.23K -16 -3%
HP
2947
HT Partners
Connecticut
$270K – – –
MCM
2948
McDonough Capital Management
Florida
$269K – – –
FNBSF
2949
First National Bank Sioux Falls
South Dakota
$268K – – –
GP
2950
Greenline Partners
New York
$268K +$2.88K +5 +1%
116 117
118
119 120