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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 %
MWM
451
Mascoma Wealth Management
New Hampshire
$60.4M -$7.48M -12,975 -11%
NA
452
Nottingham Advisors
New York
$60.1M -$2.89M -5,005 -5%
EWA
453
EP Wealth Advisors
California
$60.1M +$13.9M +24,134 +30%
ACGA
454
Atlanta Consulting Group Advisors
Georgia
$59.8M -$30.4M -52,720 -34%
FWM
455
Fairhaven Wealth Management
Illinois
$59.8M +$303K +526 +0.5%
GSAM
456
Grant Street Asset Management
Pennsylvania
$59.7M +$595K +1,032 +1%
WSFS
457
Wilmington Savings Fund Society
Delaware
$59M +$7.42M +12,861 +14%
SL
458
SWMG LLC
Texas
$59M +$1.89M +3,144 +3%
FWM
459
FFT Wealth Management
Pennsylvania
$58.8M +$4.04M +6,998 +7%
BOCM
460
Bontempo Ohly Capital Management
Maryland
$58.7M +$495K +859 +0.9%
PA
461
Pinnacle Associates
New York
$58.6M -$2.58M -5,394 -4%
Nuveen Asset Management
462
Nuveen Asset Management
Illinois
$58.4M +$2.06M +3,565 +4%
SHGA
463
Sand Hill Global Advisors
California
$58.1M +$7.5K +13 +0%
CPW
464
Crestmont Private Wealth
Texas
$58M +$1.75M +3,026 +3%
CCB
465
Country Club Bank
Missouri
$57.7M -$88.4K -154 -0.2%
MWA
466
Meridian Wealth Advisors
Texas
$57.6M +$3.14M +5,441 +6%
BWA
467
Beam Wealth Advisors
Louisiana
$57.2M +$4.3M +7,448 +8%
TCM
468
Twele Capital Management
Minnesota
$57M +$397K +688 +0.7%
AQR Capital Management
469
AQR Capital Management
Connecticut
$56.4M +$34.8M +60,360 +161%
Citigroup
470
Citigroup
New York
$56.4M +$1.52M +2,628 +3%
CB
471
Community Bank
New York
$56.3M -$2.41M -4,178 -4%
PSCM
472
Per Stirling Capital Management
Texas
$56.2M -$3.26M -5,653 -5%
WS
473
Wela Strategies
Georgia
$56.2M -$4.93M -8,354 -8%
WA
474
Wealth Alliance
New York
$56.2M -$4.33M -7,499 -7%
CPBTD
475
Central Pacific Bank - Trust Division
Hawaii
$56.1M -$5.24M -9,079 -9%
17 18
19
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