IVV icon

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 %
KWMG
351
King Wealth Management Group
Florida
$85.9M +$94K +163 +0.1%
CC
352
Courier Capital
New York
$85M +$843K +1,462 +1%
ONB
353
Old National Bancorp
Indiana
$84.7M +$1.02M +1,763 +1%
RCM
354
Requisite Capital Management
Texas
$83.8M +$5.29M +9,170 +7%
TC
355
TownSquare Capital
Utah
$83.6M +$5.48M +9,492 +7%
QC
356
Qalhat Capital
British Virgin Islands
$83M -$20.9M -36,252 -20%
II
357
Ironclad Investments
Florida
$82.9M – – –
JF
358
JSF Financial
California
$81.5M +$6.8M +11,790 +9%
RCA
359
Resonant Capital Advisors
Wisconsin
$81.1M +$3.36M +5,830 +4%
PWA
360
Physician Wealth Advisors
Utah
$80.7M -$2.31M -3,970 -3%
GWM
361
Geneos Wealth Management
Colorado
$80M -$683K -1,184 -0.8%
FA
362
Fiducient Advisors
Illinois
$79.7M +$4.53M +7,856 +6%
HNB
363
Huntington National Bank
Ohio
$79.6M -$77.7M – –
PP
364
PDS Planning
Ohio
$78.9M +$16.6M +28,774 +27%
DP
365
Divergent Planning
Maryland
$78.3M +$992K +1,723 +1%
CRC
366
Curi RMB Capital
Illinois
$78.2M +$5.87M +10,171 +8%
RIA
367
Regal Investment Advisors
Michigan
$78.1M -$2.36M -4,094 -3%
MCM
368
MV Capital Management
Maryland
$78M -$557K -966 -0.7%
ACM
369
Arcataur Capital Management
Wisconsin
$77.9M -$1.4M -2,419 -2%
PRA
370
Pine Ridge Advisers
New York
$77.8M – – –
CTB
371
Country Trust Bank
Illinois
$77.8M +$94.6K +164 +0.1%
PIM
372
Parker Investment Management
California
$77.2M +$20.7M +35,932 +37%
WA
373
Wilshire Advisors
California
$77.1M -$1.96M -3,403 -2%
OBWG
374
Onyx Bridge Wealth Group
New York
$76.7M -$3.93M -6,821 -5%
ANTB
375
AMG National Trust Bank
Colorado
$76.4M -$18.2M -31,523 -19%
13 14
15
16 17