IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

3,066 hedge funds and large institutions have $334B invested in iShares Core S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 1,304 increasing their positions, 1,212 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,066
Holders Change
+65
Holders Change %
+2.17%
% of All Funds
44.44%
Holding in Top 10
996
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.68%
% of All Funds
14.44%
New
197
Increased
1,304
Reduced
1,212
Closed
91
Calls
$416M
Puts
$325M
Net Calls
+$90.2M
Net Calls Change
+$75.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.18B
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$4.12B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4B
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.67B
5
Goldman Sachs
Goldman Sachs
New York
+$958M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.99B
2
Millennium Management
Millennium Management
New York
-$4.54B
3
BlackRock
BlackRock
New York
-$2.66B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.11B
5
Wolverine Trading
Wolverine Trading
Illinois
-$2.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
276
BLB&B Advisors
Pennsylvania
$104M +$3.64M +6,928 +4%
RWM
277
Rezny Wealth Management
Florida
$102M -$1.73M -3,287 -2%
HS
278
Horan Securities
United States
$102M -$2.26M -4,298 -2%
I
279
INVST
Indiana
$102M -$29.1M -55,530 -22%
AWM
280
Apollon Wealth Management
South Carolina
$102M +$52.9M +100,695 +109%
QC
281
Qalhat Capital
British Virgin Islands
$102M -$40.4M -76,877 -28%
KIM
282
Karpus Investment Management
New York
$101M -$18.9M -35,937 -16%
PS
283
Principal Securities
Iowa
$100M +$34.3M +65,327 +52%
DWM
284
Dechtman Wealth Management
Colorado
$100M +$428K +815 +0.4%
SCA
285
St. Clair Advisors
Ohio
$100M +$3.62M +6,885 +4%
HSBC Holdings
286
HSBC Holdings
United Kingdom
$100M +$1.98M +3,762 +2%
AC
287
Allstate Corporation
Illinois
$98.5M +$6.83M +13,000 +7%
TWG
288
The Wealth Group
Minnesota
$97.5M +$2.52M +4,817 +3%
BP
289
BBR Partners
New York
$97.4M +$90.6M +172,420 +1,346%
DADC
290
D.A. Davidson & Co
Montana
$97M +$1.48M +2,816 +2%
CA
291
Cambridge Associates
Massachusetts
$96.7M -$461K -877 -0.5%
HFA
292
High Falls Advisors
New York
$96.6M -$18.7M -35,526 -16%
CWA
293
Core Wealth Advisors
Florida
$96.2M -$3.46M -6,580 -3%
MLIC
294
Mandatum Life Insurance Company
Finland
$95.8M +$5.8M +11,036 +6%
TI
295
Tidal Investments
Wisconsin
$94.8M +$63.1M +120,020 +199%
MA
296
Montag & Associates
Georgia
$93.1M +$1.68M +3,188 +2%
SAM
297
Satovsky Asset Management
New York
$93M -$1.49M -2,825 -2%
FFN
298
Focus Financial Network
Minnesota
$93M -$20.3M -40,547 -18%
SIM
299
SSI Investment Management
California
$92.7M -$4.4M -8,367 -5%
MCWS
300
McKinley Carter Wealth Services
West Virginia
$91.4M +$3.45M +6,555 +4%
10 11
12
13 14