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 %
TC
401
TownSquare Capital
Utah
$46M +$13.3M +30,920 +41%
FPGK
402
Financial Partners Group (Kansas)
Kansas
$45.8M +$1.29M +2,964 +3%
AIP
403
Ameritas Investment Partners
Nebraska
$45.3M -$1.5M -3,500 -3%
LPAM
404
Lodestar Private Asset Management
California
$45.2M +$1.85M +4,310 +4%
PWM
405
PRW Wealth Management
Massachusetts
$45.1M +$45.1M +108,116 New
VFA
406
Voya Financial Advisors
Connecticut
$45.1M +$17.5M +40,709 +64%
CPW
407
Crestmont Private Wealth
Texas
$44.9M +$1.19M +2,778 +3%
NL
408
NWAM LLC
Washington
$44.7M -$10.2M -23,755 -19%
DSA
409
Droms Strauss Advisors
Missouri
$44.7M +$214K +499 +0.5%
LNC
410
Lincoln National Corp
Pennsylvania
$44.6M +$1.27M +2,964 +3%
PP
411
PDS Planning
Ohio
$44.1M +$1.15M +2,687 +3%
Citigroup
412
Citigroup
New York
$44.1M -$358M -834,547 -89%
OFG
413
Oxford Financial Group
Indiana
$44.1M -$69.1K -161 -0.2%
CI
414
CX Institutional
Indiana
$44M -$9.76M -22,722 -18%
CWP
415
Corepath Wealth Partners
Arizona
$43.8M +$1.67M +3,852 +4%
WCF
416
West Coast Financial
California
$43.6M -$3.58M -8,341 -8%
KWM
417
Keebeck Wealth Management
Illinois
$43.6M +$6.35M +14,708 +17%
FBB
418
Fulton Breakefield Broenniman
Maryland
$43.6M +$3.36M +7,835 +8%
MSA
419
McAlister Sweet & Associates
Texas
$43.3M +$124K +289 +0.3%
TCM
420
Towercrest Capital Management
Pennsylvania
$43.2M -$46.8K -109 -0.1%
WDL
421
Well Done LLC
Michigan
$43.2M -$1.32M -3,074 -3%
MFA
422
Mayflower Financial Advisors
Massachusetts
$42.8M -$5.89M -16,292 -12%
LBC
423
Lowe Brockenbrough & Co
Virginia
$42.8M +$1.95M +4,519 +5%
CT
424
Cambridge Trust
Massachusetts
$42.7M +$68.3K +159 +0.2%
CGA
425
Crescent Grove Advisors
Illinois
$42.7M +$2.37M +5,487 +6%