IVV icon

iShares Core S&P 500 ETF

3,001 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 374 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
3,001
Holders Change
+271
Holders Change %
+9.93%
% of All Funds
43.99%
Holding in Top 10
970
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+8.99%
% of All Funds
14.22%
New
374
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 %
P3I
451
Progeny 3 Inc
Washington
$46.9M
TPCW
452
TD Private Client Wealth
New York
$46.9M +$3.12M +6,540 +7%
LNB
453
Ledyard National Bank
$46.9M +$2.32M +4,854 +5%
Natixis Advisors
454
Natixis Advisors
Massachusetts
$46.8M -$54.2M -113,497 -54%
ST
455
Smithfield Trust
Pennsylvania
$46.2M -$247K -517 -0.5%
HCMT
456
Highland Capital Management (Tennessee)
Tennessee
$46.2M +$2.24M +4,700 +5%
WBG
457
Wharton Business Group
Pennsylvania
$46M +$406K +850 +0.9%
SIG
458
Stonegate Investment Group
Alabama
$46M +$401K +839 +0.9%
FA
459
Fiducient Advisors
Illinois
$46M +$753K +1,577 +2%
CL
460
Choreo LLC
Illinois
$45.8M +$24.1M +50,476 +111%
UOMF
461
University of Massachusetts Foundation
Massachusetts
$45.7M
AWM
462
Avior Wealth Management
Nebraska
$45.7M +$416K +872 +0.9%
CT
463
Cambridge Trust
Massachusetts
$45.5M -$1.91M -4,006 -4%
BHWM
464
Bar Harbor Wealth Management
New Hampshire
$45.3M -$438K -918 -1%
LLWM
465
Life Line Wealth Management
California
$45.2M +$45.2M +94,553 New
PWM
466
Proathlete Wealth Management
Florida
$45M +$45M +94,260 New
SPIA
467
Strategic Point Investment Advisors
Rhode Island
$44.9M +$13.4K +28 +0%
Arrowstreet Capital
468
Arrowstreet Capital
Massachusetts
$44.6M +$3.62M +7,570 +9%
1832 Asset Management
469
1832 Asset Management
Ontario, Canada
$44.5M -$17.3M -36,133 -28%
PFA
470
Pettinga Financial Advisors
Indiana
$44.5M +$4.54M +9,499 +11%
AIA
471
Alternative Investment Advisors
Florida
$44.4M +$18.5M +38,630 +71%
FWM
472
Fairhaven Wealth Management
Illinois
$44.3M +$5.42M +11,358 +14%
AWM
473
Apollon Wealth Management
South Carolina
$44.3M +$6.1M +12,771 +16%
VWA
474
Visionary Wealth Advisors
Illinois
$44.3M +$26.7K +56 +0.1%
AA
475
Ancora Advisors
Ohio
$44M +$1.33M +2,788 +3%