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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 %
DF
3026
Dunhill Financial
United Kingdom
$217K +$77.3K +134 +55%
EFP
3027
EnRich Financial Partners
Wisconsin
$216K -$77.9K -135 -26%
3F
3028
360 Financial
Minnesota
$216K +$216K +375 New
DWAM
3029
Duncan Williams Asset Management
Tennessee
$216K -$34.7K -60 -14%
TDC
3030
Thompson Davis & Co
Virginia
$216K -$14.4K -25 -6%
KC
3031
Kinloch Capital
Virginia
$216K – – –
FEM
3032
Fulcrum Equity Management
Texas
$215K +$215K +373 New
EFP
3033
Elser Financial Planning
Indiana
$215K +$3.46K +6 +2%
DAC
3034
Dividend Assets Capital
South Carolina
$214K +$1.73K +3 +0.8%
PFP
3035
Paragon Financial Partners
California
$213K – – –
UAS
3036
United Asset Strategies
New York
$213K -$20.7K -36 -9%
HP
3037
Hyperion Partners
Pennsylvania
$213K +$213K +369 New
HFM
3038
Hartford Funds Management
Pennsylvania
$213K -$177K -307 -45%
AFM
3039
Abbot Financial Management
Massachusetts
$212K – – –
BBW
3040
Blue Barn Wealth
Utah
$212K +$212K +368 New
DWM
3041
Dopkins Wealth Management
New York
$212K -$13.3K -23 -6%
PIA
3042
Powell Investment Advisors
Florida
$212K – – –
AWC
3043
Adamsbrown Wealth Consultants
Kansas
$212K +$212K +367 New
OC
3044
Opinicus Capital
Florida
$211K +$211K +367 New
OPOWM
3045
One Plus One Wealth Management
Florida
$211K -$14.4K -25 -6%
PMSA
3046
Patrick M. Sweeney & Associates
Illinois
$211K +$211K +365 New
AA
3047
AJ Advisors
Tennessee
$210K +$210K +365 New
SWM
3048
Sendero Wealth Management
Texas
$210K +$210K +364 New
MFG
3049
Midwest Financial Group
Kansas
$209K +$209K +363 New
TFP
3050
Tilia Fiduciary Partners
North Carolina
$208K +$208K +361 New
120 121
122
123 124