IVV icon

iShares Core S&P 500 ETF

3,000 hedge funds and large institutions have $295B invested in iShares Core S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 373 funds opening new positions, 1,261 increasing their positions, 1,038 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,000
Holders Change
+270
Holders Change %
+9.89%
% of All Funds
43.98%
Holding in Top 10
970
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+8.99%
% of All Funds
14.22%
New
373
Increased
1,261
Reduced
1,038
Closed
61
Calls
$499M
Puts
$484M
Net Calls
+$14.6M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Shares
Change %
JF
376
JSF Financial
California
$59.2M +$157K +328 +0.3%
RCA
377
Resonant Capital Advisors
Wisconsin
$59.2M +$2.21M +4,624 +4%
KWM
378
Keebeck Wealth Management
Illinois
$59.1M +$10.7M +22,485 +22%
PA
379
Pinnacle Associates
New York
$58.6M +$1.21M +2,526 +2%
VCM
380
Vision Capital Management
Oregon
$58.5M +$912K +1,910 +2%
HI
381
Hudock Inc
Pennsylvania
$58.3M +$1.82M +3,800 +3%
PFM
382
Patton Fund Management
Texas
$58.2M -$35.4M -74,111 -38%
PWLP
383
Prio Wealth Limited Partnership
Massachusetts
$57.5M +$2.15M +4,501 +4%
BOCM
384
Bontempo Ohly Capital Management
Maryland
$57.5M +$995K +2,084 +2%
PCIA
385
Prime Capital Investment Advisors
Kansas
$57.2M +$30.8M +64,407 +116%
JWM
386
Janiczek Wealth Management
Colorado
$57.1M -$264K -553 -0.5%
OAP
387
One Advisory Partners
Kansas
$57.1M +$4.07M +8,517 +8%
RA
388
Rational Advisors
New York
$57.1M -$2.59M -5,415 -4%
TC
389
TownSquare Capital
Utah
$56.8M +$5.69M +11,923 +11%
KFP
390
KMG Fiduciary Partners
Ohio
$56.8M -$50.2K -105 -0.1%
CTB
391
Country Trust Bank
Illinois
$56.5M +$1.89M +3,955 +3%
SFS
392
Sowell Financial Services
Arkansas
$56.5M -$2.99M -6,265 -5%
ETS
393
ESL Trust Services
New York
$56.4M +$883K +1,849 +2%
GF
394
Gries Financial
Ohio
$56.2M +$748K +1,567 +1%
KPWG
395
KFA Private Wealth Group
Virginia
$56.1M +$4.08M +8,539 +8%
MWM
396
Mascoma Wealth Management
New Hampshire
$56M +$45.9K +96 +0.1%
CFGS
397
Concourse Financial Group Securities
Alabama
$55.7M -$1.71M -3,571 -3%
LNC
398
Lincoln National Corp
Pennsylvania
$55.4M +$5.79M +12,113 +12%
CFP
399
Catalyst Financial Partners
Massachusetts
$55.4M +$8.09M +16,930 +17%
NA
400
Nottingham Advisors
New York
$54.9M -$2.18M -4,556 -4%