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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 %
BWIA
426
Bryant Woods Investment Advisors
New York
$65.3M +$24.5M +42,558 +60%
SIG
427
Stonegate Investment Group
Alabama
$64.9M +$768K +1,331 +1%
AWM
428
Avior Wealth Management
Nebraska
$64.5M +$185K +320 +0.3%
WCF
429
West Coast Financial
California
$64.4M +$1.03M +1,784 +2%
SQA
430
Simon Quick Advisors
New Jersey
$64.2M +$3.2M +5,553 +5%
VCM
431
Vision Capital Management
Oregon
$64.2M -$4.3M -7,458 -6%
FPGK
432
Financial Partners Group (Kansas)
Kansas
$63.9M +$297K +515 +0.5%
HWM
433
HighMark Wealth Management
Minnesota
$63.9M +$268K +464 +0.4%
TCM
434
Towercrest Capital Management
Pennsylvania
$63.4M -$2.05M -3,549 -3%
CGA
435
Crescent Grove Advisors
Illinois
$63.1M -$2.2M -3,817 -3%
BAAM
436
Baker Avenue Asset Management
California
$62.9M +$4.95M +8,576 +9%
SMC
437
Smith, Moore & Co
Missouri
$62.8M +$429K +743 +0.7%
ACM
438
Advisors Capital Management
New Jersey
$62.7M -$10.3M -17,810 -14%
CAG
439
Crestwood Advisors Group
Massachusetts
$62.3M +$14.8M +25,732 +31%
AIP
440
Ameritas Investment Partners
Nebraska
$61.7M +$1.57M +2,718 +3%
PWM
441
Proathlete Wealth Management
Florida
$61.7M +$3.07M +5,324 +5%
KFP
442
KMG Fiduciary Partners
Ohio
$61.5M -$6.86M -11,886 -10%
HA
443
Harfst & Associates
Wyoming
$61.4M -$3.49M -6,058 -5%
TA
444
Tectonic Advisors
Texas
$61.1M +$1.82M +3,147 +3%
OC
445
Oppenheimer & Co
New York
$61M +$1.45M +2,506 +2%
HIG
446
Heritage Investment Group
Florida
$61M +$1.12M +1,935 +2%
SA
447
Stewardship Advisors
Pennsylvania
$60.8M +$2.09M +3,622 +4%
KWM
448
Keebeck Wealth Management
Illinois
$60.7M -$5.66M -9,820 -9%
CI
449
Conning Inc
Connecticut
$60.7M -$318K -552 -0.5%
IF
450
Ironwood Financial
Arizona
$60.5M +$959K +1,663 +2%
16 17
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