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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 %
LG
2976
LaFleur & Godfrey
Michigan
$248K +$577 +1 +0.2%
CIC
2977
Chilton Investment Company
Connecticut
$247K – – –
Fayez Sarofim & Co
2978
Fayez Sarofim & Co
Texas
$246K +$4.61K +8 +2%
DWA
2979
Delos Wealth Advisors
Texas
$245K +$3.46K +6 +1%
M1FG
2980
Mach-1 Financial Group
Arkansas
$243K +$243K +421 New
FCFC
2981
First Citizens Financial Corp
Iowa
$243K – – –
APS
2982
American Planning Services
Florida
$243K – – –
PFT
2983
Providence First Trust
Arizona
$242K +$242K +420 New
EWM
2984
Elevatus Welath Management
New York
$242K -$7.49K -13 -3%
CA
2985
CWC Advisors
Oregon
$242K +$242K +419 New
LEFP
2986
Leading Edge Financial Planning
Tennessee
$241K +$20.2K +35 +9%
M
2987
MYeCFO
California
$240K +$14.4K +25 +6%
AG
2988
Advocate Group
Minnesota
$239K – – –
HIMC
2989
Heritage Investors Management Corp
Maryland
$239K +$239K +415 New
SIM
2990
Strategic Investment Management
Virginia
$238K -$17.5M -30,300 -99%
MFG
2991
Marmo Financial Group
Tennessee
$238K – – –
HCM
2992
Hillman Capital Management
Maryland
$238K – – –
CGF
2993
Constant Guidance Financial
Massachusetts
$237K -$12.4K -26 -5%
IA
2994
IFG Advisors
Missouri
$237K +$237K +411 New
CWA
2995
CJM Wealth Advisers
Virginia
$236K +$6.35K +11 +3%
BTIM
2996
BancFirst Trust & Investment Management
Oklahoma
$235K -$185K -323 -44%
NC
2997
NBW Capital
Massachusetts
$234K -$577 -1 -0.2%
OWM
2998
Opes Wealth Management
California
$234K – – –
EWS
2999
Evergreen Wealth Solutions
Pennsylvania
$234K +$1.15K +2 +0.5%
PWM
3000
Provident Wealth Management
Tennessee
$233K -$1.73K -3 -0.7%
118 119
120
121 122