IVV icon

iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PCWA
3076
Pacific Capital Wealth Advisors
California
$179K
SFA
3077
Semmax Financial Advisors
North Carolina
$178K -$19.2K -32 -10%
MIM
3078
MTM Investment Management
South Carolina
$177K
IF
3079
Integrity Financial
Wyoming
$174K
AWM
3080
AllSquare Wealth Management
New York
$174K
EPW
3081
Evergreen Private Wealth
Colorado
$174K
AWM
3082
Aberdeen Wealth Management
Illinois
$173K
VAG
3083
VisionPoint Advisory Group
Texas
$163K +$117K +203 +254%
ACM
3084
Anfield Capital Management
California
$163K
SCA
3085
Stuart Chaussee & Associates
California
$163K
PCTC
3086
Perkins Coie Trust Company
Washington
$157K
SIM
3087
Studio Investment Management
Illinois
$155K +$155K +269 New
DF
3088
DecisionPoint Financial
Arizona
$155K
HIIFS
3089
Harel Insurance Investments & Financial Services
Israel
$151K
LFASL
3090
Lugano Financial Advisors SA (LFA)
Switzerland
$148K
WWM
3091
Wolff Wiese Magana
California
$145K
MCM
3092
Mill Capital Management
North Carolina
$144K
KA
3093
Kozak & Associates
Colorado
$142K +$39.7K +68 +39%
WCM
3094
Weaver Capital Management
Georgia
$138K +$576 +1 +0.4%
FFL
3095
Financial Freedom LLC
Ohio
$124K
BIA
3096
Bell Investment Advisors
California
$122K -$12.7K -22 -9%
CTC
3097
Cetera Trust Company
Minnesota
$121K
MWA
3098
MFA Wealth Advisors
Pennsylvania
$115K -$11.5K -20 -9%
CAM
3099
Costello Asset Management
Pennsylvania
$115K
KFO
3100
Kopp Family Office
Minnesota
$114K