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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 %
ONSWM
3001
Old North State Wealth Management
North Carolina
$233K +$19.7K +34 +9%
MWP
3002
Meredith Wealth Planning
Illinois
$232K +$1.15K +2 +0.5%
BGA
3003
Battery Global Advisors
Massachusetts
$232K -$4.24M -7,361 -95%
AMIM
3004
Aull & Monroe Investment Management
Alabama
$231K – – –
HAS
3005
Horizon Advisory Services
New York
$230K +$4.62K +8 +2%
AFWM
3006
Abich Financial Wealth Management
Virginia
$230K +$144K +250 +168%
SWM
3007
Silverlake Wealth Management
Vermont
$230K -$26.5K -46 -10%
RH
3008
RFG Holdings
Texas
$230K – – –
DSAM
3009
Dock Street Asset Management
Florida
$229K – – –
VNIM
3010
Vaughan Nelson Investment Management
Texas
$228K – – –
CPA
3011
Clear Point Advisors
New York
$228K +$577 +1 +0.3%
LS
3012
Leelyn Smith
Illinois
$228K – – –
EFMC
3013
Empire Financial Management Company
New York
$227K – – –
AIM
3014
Anchor Investment Management
South Carolina
$226K – – –
DJFS
3015
Dean Jacobson Financial Services
Texas
$226K – – –
HHRDM
3016
H&H Retirement Design & Management
Nevada
$226K – – –
BFS
3017
Baskin Financial Services
Ontario, Canada
$225K – – –
SCM
3018
Stordahl Capital Management
Colorado
$224K – – –
RMF
3019
Red Mountain Financial
Colorado
$223K +$577 +1 +0.3%
RPCA
3020
Running Point Capital Advisors
California
$223K -$55.4K -96 -20%
KHCM
3021
Kirtland Hills Capital Management
Ohio
$223K – – –
PCMC
3022
Planning Capital Management Corporation
Pennsylvania
$220K – – –
GTAM
3023
Global Trust Asset Management
Florida
$220K +$1.73K +3 +0.8%
PFA
3024
Professional Financial Advisors
Nebraska
$220K +$220K +381 New
EM
3025
ELCO Management
New York
$219K -$11.5K -20 -5%
119 120
121
122 123