IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

3,181 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
3,181
Holders Change
+86
Holders Change %
+2.78%
% of All Funds
46.01%
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 %
MCA
3176
Maryland Capital Advisors
Maryland
$6.35K – – –
WOC
3177
West Oak Capital
California
$6.24K +$265 +46 +4%
GAG
3178
Goodman Advisory Group
Massachusetts
$4.04K +$4.04K +7 New
SWM
3179
Sanctuary Wealth Management
Idaho
$2.88K -$31.7K -55 -92%
AWA
3180
Alaska Wealth Advisors
Alaska
$2.88K – – –
PFA
3181
Pathway Financial Advisers
Indiana
$1.78K -$592 -1 -25%
PWS
3182
Peterson Wealth Services
Utah
$1.73K +$1.73K +3 New
WAS
3183
Winch Advisory Services
Wisconsin
$579 +$579 +1 New
CMP
3184
Coston McIsaac & Partners
Maine
$413 – – –
MFA
3185
McClarren Financial Advisors
Pennsylvania
$46 -$123 -9,165 -73%
CM
3186
Capula Management
Cayman Islands
– -$4.8B -8,779,044 Closed
MCM
3187
MKP Capital Management
New York
– -$662M -1,209,313 Closed
Charles Schwab
3188
Charles Schwab
California
– -$319M -582,745 Closed
CM
3189
Crestline Management
Texas
– -$183M -335,000 Closed
S2L
3190
Sparta 24 Ltd
Israel
– -$23M -42,061 Closed
MTWSIF
3191
Mivtachim The Workers Social Insurance Fund
Israel
– -$20M -36,520 Closed
Hudson Bay Capital Management
3192
Hudson Bay Capital Management
Connecticut
– -$16.5M -30,100 Closed
IMRF
3193
Illinois Municipal Retirement Fund
Illinois
– -$7.11M -13,000 Closed
NAMNJ
3194
NorthStar Asset Management (New Jersey)
New Jersey
– -$5.66M -10,349 Closed
ZIG
3195
Zurich Insurance Group
Switzerland
– -$5.35M -10,270 Closed
SC
3196
Sykon Capital
New York
– -$5.52M -10,080 Closed
WCM
3197
Windham Capital Management
Massachusetts
– -$5.42M -9,900 Closed
GIS
3198
Grayhawk Investment Strategies
Alberta, Canada
– -$5.39M -9,851 Closed
Simplex Trading
3199
Simplex Trading
Illinois
– -$3.98M -7,269 Closed
PWA
3200
Pillar Wealth Advisors
Pennsylvania
– -$3.96M -7,229 Closed
126 127
128
129 130