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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

3,181 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
3,181
Holders Change
+86
Holders Change %
+2.78%
% of All Funds
46.01%
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
$14.5B
2
Squarepoint
Squarepoint
New York
$5.65B
3
Morgan Stanley
Morgan Stanley
New York
$14.4B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12.1B
5
BlackRock
BlackRock
New York
$39.5B

Top Sellers

1
CM
Capula Management
Cayman Islands
$0
2
SFC
Strategic Financial Concepts
Texas
$2.06M
3
SWM
Scissortail Wealth Management
Oklahoma
$14.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20B
5
LWM
Liberty Wealth Management
California
$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
276
WealthNavi Inc
Japan
$124M +$45.8M +79,460 +58%
AHSSHC
277
Adventist Health System Sunbelt Healthcare Corp
Florida
$124M +$46M +79,670 +59%
SFM
278
Soros Fund Management
New York
$124M +$124M +215,000 New
CL
279
Choreo LLC
Illinois
$124M +$44.8M +78,402 +57%
FHA
280
First Horizon Advisors
Tennessee
$123M -$3.72M -6,443 -3%
RWM
281
Rezny Wealth Management
Florida
$122M +$209K +362 +0.2%
CAL
282
Capital Analysts LLC
Pennsylvania
$121M +$2.4M +4,168 +2%
HS
283
Horan Securities
United States
$121M +$3.22M +5,590 +3%
PP
284
Prudential plc
United Kingdom
$120M +$10.2M +17,731 +9%
RWP
285
RWA Wealth Partners
Massachusetts
$118M -$12.7M -21,950 -10%
BRWA
286
B. Riley Wealth Advisors
Florida
$118M -$4.39M -7,668 -4%
BCM
287
Brookstone Capital Management
Illinois
$116M -$2.27M -3,942 -2%
AWC
288
Abundance Wealth Counselors
Pennsylvania
$116M +$116M +200,563 New
IWA
289
Icon Wealth Advisors
Texas
$115M -$7.43M -12,888 -6%
ZB
290
Zions Bancorporation
Utah
$115M +$102M +177,599 +827%
Mackenzie Financial
291
Mackenzie Financial
Ontario, Canada
$114M -$159K -275 -0.1%
MA
292
Montag & Associates
Georgia
$114M +$2.86M +4,962 +3%
Lido Advisors
293
Lido Advisors
California
$114M -$10.1M -17,568 -8%
MLIC
294
Mandatum Life Insurance Company
Finland
$113M +$3.85M +6,666 +4%
FFN
295
Focus Financial Network
Minnesota
$113M +$270K +468 +0.2%
DWM
296
Dechtman Wealth Management
Colorado
$112M -$467K -809 -0.4%
MA
297
Mutual Advisors
Nebraska
$111M -$11.2M -19,162 -9%
TWG
298
The Wealth Group
Minnesota
$110M +$2.09M +3,630 +2%
SCA
299
St. Clair Advisors
Ohio
$109M -$136K -235 -0.1%
CIBC World Market
300
CIBC World Market
Ontario, Canada
$109M -$51.8M -89,744 -32%
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