IVV icon

iShares Core S&P 500 ETF

2,730 hedge funds and large institutions have $249B invested in iShares Core S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,177 increasing their positions, 1,012 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,730
Holders Change
+24
Holders Change %
+0.89%
% of All Funds
43.53%
Holding in Top 10
890
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.25%
% of All Funds
14.19%
New
139
Increased
1,177
Reduced
1,012
Closed
83
Calls
$413M
Puts
$204M
Net Calls
+$209M
Net Calls Change
-$70.5M
Name Holding Trade Value Shares
Change
Shares
Change %
UOWF
326
University of Wisconsin Foundation
Wisconsin
$60.4M -$56.1M -130,580 -48%
NCM
327
Narwhal Capital Management
Georgia
$59.7M -$249K -580 -0.4%
UW
328
Unique Wealth
Florida
$59.3M -$114K -265 -0.2%
SYBT
329
Stock Yards Bank & Trust
Kentucky
$59.2M +$342K +797 +0.6%
BSW
330
Buckingham Strategic Wealth
Missouri
$58.9M +$1.7M +3,956 +3%
DWM
331
Destination Wealth Management
California
$58.7M -$410K -955 -0.7%
MIS
332
Morningstar Investment Services
Illinois
$58.4M -$46.9K -109 -0.1%
APCM
333
Alaska Permanent Capital Management
Alaska
$58.3M +$554K +1,290 +1%
AL
334
Aspiriant LLC
California
$58.1M +$7.49M +17,452 +15%
PRA
335
Pine Ridge Advisers
New York
$57.9M
ANB
336
Amarillo National Bank
Texas
$57.6M -$1.41M -3,287 -2%
MCM
337
MV Capital Management
Maryland
$57.3M +$2.21M +5,153 +4%
BFPW
338
BOK Financial Private Wealth
Colorado
$57.2M -$436K -1,010 -0.8%
EC
339
EdgeRock Capital
Colorado
$57M +$11.3M +26,209 +25%
AFS
340
Amtrust Financial Services
New York
$56.6M
CWM
341
Curi Wealth Management
North Carolina
$56.4M -$5.06M -11,777 -8%
DP
342
Divergent Planning
Maryland
$56.4M -$744K -1,714 -1%
RWP
343
RWA Wealth Partners
Massachusetts
$56M -$4.48M -10,424 -7%
CSWG
344
Cardinal Strategic Wealth Guidance
Kentucky
$55.9M +$3.79M +8,835 +7%
CIM
345
CIM Investment Management
Pennsylvania
$55.8M -$4.76M -11,093 -8%
1832 Asset Management
346
1832 Asset Management
Ontario, Canada
$55.5M +$42.8M +99,740 +337%
ANTB
347
AMG National Trust Bank
Colorado
$55.5M -$612K -1,425 -1%
WA
348
Wealth Alliance
New York
$55.4M +$8.25M +19,210 +17%
WA
349
Wealth Architects
California
$55.3M +$7.73K +18 +0%
RDFA
350
Ritter Daniher Financial Advisory
Ohio
$55M +$560K +1,303 +1%