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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 %
PWA
3201
Pillar Wealth Advisors
Pennsylvania
– -$3.96M -7,229 Closed
BCM
3202
Bayesian Capital Management
New York
– -$2.13M -3,884 Closed
TWP
3203
Triad Wealth Partners
Kansas
– -$1.66M -3,041 Closed
TSM
3204
Two Star Manager
Florida
– -$1.35M -2,466 Closed
ILI
3205
Invesco LLC (Illinois)
Illinois
– -$1.28M -2,335 Closed
PCM
3206
Prelude Capital Management
New York
– -$1.13M -2,060 Closed
GBWM
3207
Granite Bay Wealth Management
New Hampshire
– -$983K -1,796 Closed
RFWA
3208
RPg Family Wealth Advisory
Massachusetts
– -$852K -1,557 Closed
PPWM
3209
Paragon Private Wealth Management
Kentucky
– -$808K -1,476 Closed
EB
3210
Emprise Bank
Kansas
– -$775K -1,417 Closed
FI
3211
Financial Insights
Washington
– -$707K -1,292 Closed
OIM
3212
Opus Investment Management
Massachusetts
– -$629K -1,150 Closed
SRL
3213
Scientech Research LLC
New Jersey
– -$594K -1,085 Closed
Balyasny Asset Management
3214
Balyasny Asset Management
Illinois
– -$565K -1,032 Closed
RSWA
3215
Robinson Smith Wealth Advisors
Maine
– -$515K -941 Closed
GCP
3216
GSA Capital Partners
United Kingdom
– -$453K -828 Closed
SW
3217
StrongBox Wealth
Missouri
– -$412K -753 Closed
WIM
3218
Warwick Investment Management
Texas
– -$402K -736 Closed
RCG
3219
Rock Creek Group
District of Columbia
– -$390K -713 Closed
Legacy Financial Group (Iowa)
3220
Legacy Financial Group (Iowa)
Iowa
– -$363K -663 Closed
SEM
3221
Suncoast Equity Management
Florida
– -$316K -577 Closed
IWP
3222
Innova Wealth Partners
Pennsylvania
– -$314K -573 Closed
VDI
3223
Vaughan David Investments
Illinois
– -$297K -542 Closed
GC
3224
GFG Capital
Florida
– -$311K -535 Closed
NFW
3225
Noble Family Wealth
Florida
– -$292K -533 Closed
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