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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 %
CA
401
Centerpoint Advisors
Massachusetts
$70.1M +$684K +1,186 +1%
FCBT
402
First Citizens Bank & Trust
North Carolina
$70M +$14.6M +25,372 +26%
HFA
403
High Falls Advisors
New York
$70M -$9.11M -15,789 -12%
BFPW
404
BOK Financial Private Wealth
Colorado
$69.9M -$1.12M -1,947 -2%
BTI
405
Blue Trust Inc
Georgia
$69.8M -$10.8M -19,695 -13%
SHIM
406
Stone House Investment Management
Pennsylvania
$69.7M -$7.29M -12,637 -9%
MMA
407
Mizuho Markets Americas
New York
$69.5M -$18M -31,189 -21%
EB
408
Eastern Bank
Massachusetts
$69.5M +$68.9M +119,442 +11,944%
KA
409
Kovack Advisors
Florida
$69.2M +$11.3M +19,532 +19%
BF
410
BOK Financial
Oklahoma
$69M +$2.02M +3,538 +3%
LP
411
LGL Partners
Pennsylvania
$68.8M +$1.92M +3,337 +3%
MOACM
412
Mutual of America Capital Management
New York
$68.3M +$10.4M +18,074 +18%
GF
413
Gries Financial
Ohio
$67.8M +$189K +328 +0.3%
1832 Asset Management
414
1832 Asset Management
Ontario, Canada
$67.6M +$55.3M +95,844 +448%
BL
415
Balentine LLC
Georgia
$67.2M +$1.03M +1,791 +2%
IC
416
IEQ Capital
California
$67.2M +$3.37M +5,851 +5%
ETS
417
ESL Trust Services
New York
$66.8M +$440K +762 +0.7%
LWA
418
Lineweaver Wealth Advisors
Ohio
$66.6M -$6.75M -11,700 -9%
Rafferty Asset Management
419
Rafferty Asset Management
New York
$66.3M – – –
LPAM
420
Lodestar Private Asset Management
California
$66.2M +$2.29M +3,976 +4%
WDL
421
Well Done LLC
Michigan
$65.9M -$16.7K -29 -0%
DIP
422
DT Investment Partners
Pennsylvania
$65.7M +$12.3M +21,324 +23%
ANB
423
Amarillo National Bank
Texas
$65.7M -$5.72M -9,913 -8%
SCA
424
Snowden Capital Advisors
New York
$65.5M -$1.65M -2,865 -2%
TAM
425
TCP Asset Management
Ohio
$65.3M +$4.1M +7,102 +7%
15 16
17
18 19