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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 %
CWM
3151
Cedar Wealth Management
California
$38.6K +$22.5K +39 +139%
UCI
3152
Uncommon Cents Investing
Wisconsin
$36.9K +$36.9K +64 New
BFS
3153
Burkett Financial Services
South Carolina
$36.5K – – –
SN
3154
Sittner & Nelson
Oregon
$36.3K – – –
EAM
3155
Eukles Asset Management
Ohio
$34K – – –
B
3156
Birchbrook
Maine
$33.5K – – –
SHF
3157
Safe Harbor Fiduciary
Florida
$32.9K +$32.9K +57 New
PK
3158
Pflug Koory
Nebraska
$30.6K +$30.6K +53 New
FAM
3159
Flaharty Asset Management
Florida
$28.6K +$28.6K +50 New
TVWM
3160
Tower View Wealth Management
Wisconsin
$24.9K – – –
1IA
3161
1620 Investment Advisors
Massachusetts
$24.8K -$13.3K -23 -35%
BCM
3162
Birch Capital Management
Texas
$23.1K – – –
CNBTD
3163
Citizens National Bank Trust Department
Mississippi
$23.1K – – –
MAM
3164
Morse Asset Management
Connecticut
$23.1K +$23.1K +40 New
DFC
3165
DB Fitzpatrick & Co
Idaho
$21.3K -$7.5K -13 -26%
GI
3166
GS Investments
Minnesota
$19.2K – – –
SC
3167
Sawyer & Company
Massachusetts
$18K +$18K +32 New
AF
3168
Arrow Financial
New York
$17.9K – – –
IAIM
3169
International Assets Investment Management
Florida
$17.8K +$17.7K +10,232,214 +67,669%
WAG
3170
Windsor Advisory Group
Ohio
$14.4K +$14.4K +25 New
W
3171
WealthCollab
Washington
$13.8K – – –
PAIM
3172
Punch & Associates Investment Management
Minnesota
$13.3K – – –
PIS
3173
POM Investment Strategies
North Carolina
$12.1K -$73.3K -127 -86%
WA
3174
WestEnd Advisors
North Carolina
$9.69K +$9.12K +16 +1,600%
GCM
3175
Gables Capital Management
Florida
$9.23K +$2.31K +4 +33%
125 126
127
128 129