IVV icon

iShares Core S&P 500 ETF

3,066 hedge funds and large institutions have $334B invested in iShares Core S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 1,304 increasing their positions, 1,212 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,066
Holders Change
+65
Holders Change %
+2.17%
% of All Funds
44.44%
Holding in Top 10
996
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.68%
% of All Funds
14.44%
New
197
Increased
1,304
Reduced
1,212
Closed
91
Calls
$416M
Puts
$325M
Net Calls
+$90.2M
Net Calls Change
+$75.6M
Name Holding Trade Value Shares
Change
Shares
Change %
OBWG
376
Onyx Bridge Wealth Group
New York
$67.3M +$20.4M +39,875 +43%
RCA
377
Resonant Capital Advisors
Wisconsin
$67.1M +$1.99M +3,794 +3%
GWM
378
Geneos Wealth Management
Colorado
$67.1M -$3.99M -7,582 -6%
LWA
379
Lineweaver Wealth Advisors
Ohio
$66.9M +$1.4M +2,664 +2%
GPW
380
Gray Private Wealth
Massachusetts
$66.5M +$66.5M +126,419 New
PA
381
Pinnacle Associates
New York
$66.4M +$1.89M +3,594 +3%
WA
382
Wealth Architects
California
$66.3M -$634K -1,205 -0.9%
CFP
383
Catalyst Financial Partners
Massachusetts
$65.8M +$7.46M +14,833 +13%
PWLP
384
Prio Wealth Limited Partnership
Massachusetts
$65.5M +$2.14M +4,062 +3%
BFPW
385
BOK Financial Private Wealth
Colorado
$65.4M -$2.04M -3,876 -3%
CWM
386
Cahill Wealth Management
Michigan
$65.2M -$85.2K -162 -0.1%
KPWG
387
KFA Private Wealth Group
Virginia
$65.2M +$3.39M +6,450 +5%
JWM
388
Janiczek Wealth Management
Colorado
$64.6M +$1.69M +3,209 +3%
NEPPG
389
New England Professional Planning Group
Rhode Island
$64.6M -$864K -1,644 -1%
KWM
390
Keebeck Wealth Management
Illinois
$64.6M -$433K -823 -0.7%
AI
391
Accredited Investors
Minnesota
$64.4M -$808K -1,536 -1%
LP
392
LGL Partners
Pennsylvania
$63.6M +$24.4M +46,382 +62%
HI
393
Hudock Inc
Pennsylvania
$63.5M -$600K -1,142 -0.9%
KFP
394
KMG Fiduciary Partners
Ohio
$63.2M +$597K +1,135 +1%
FBB
395
Fulton Breakefield Broenniman
Maryland
$63M +$3.92M +7,455 +7%
VCM
396
Vision Capital Management
Oregon
$62.7M -$1.72M -3,275 -3%
CA
397
Centerpoint Advisors
Massachusetts
$62.4M +$9.6M +18,253 +18%
SAM
398
Standpoint Asset Management
Arizona
$62.2M +$2.05M +3,900 +3%
GF
399
Gries Financial
Ohio
$61.8M -$26.3K -50 -0%
KFSC
400
Keystone Financial Services (Colorado)
Colorado
$61.2M -$11M -20,841 -15%