IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

3,181 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
3,181
Holders Change
+86
Holders Change %
+2.78%
% of All Funds
46.01%
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
$14.5B
2
Squarepoint
Squarepoint
New York
$5.65B
3
Morgan Stanley
Morgan Stanley
New York
$14.4B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12.1B
5
BlackRock
BlackRock
New York
$39.5B

Top Sellers

1
CM
Capula Management
Cayman Islands
$0
2
SFC
Strategic Financial Concepts
Texas
$2.06M
3
SWM
Scissortail Wealth Management
Oklahoma
$14.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20B
5
LWM
Liberty Wealth Management
California
$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
26
Prudential Financial
New Jersey
$2.77B +$264M +457,723 +11%
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
$2.68B -$91.6M -158,785 -3%
AllianceBernstein
28
AllianceBernstein
Tennessee
$2.62B -$44M -76,229 -2%
Mariner
29
Mariner
Kansas
$2.53B +$75.3M +130,560 +3%
National Pension Service
30
National Pension Service
South Korea
$2.38B – – –
NMIFOAC
31
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.07B – – –
UBS Group
32
UBS Group
Switzerland
$1.91B +$266M +461,375 +16%
Asset Management One
33
Asset Management One
Japan
$1.84B -$3.94M -6,834 -0.2%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$1.81B +$136M +236,042 +8%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.7B +$49.7M +86,080 +3%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.64B +$12.7M +21,985 +0.8%
CIA
37
Choate Investment Advisors
Massachusetts
$1.59B +$21.1M +36,507 +1%
CAM
38
Cresset Asset Management
Illinois
$1.55B +$93.9M +162,796 +6%
KeyBank National Association
39
KeyBank National Association
Ohio
$1.53B -$23.9M -41,366 -2%
AIMCA
40
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.48B +$458M +794,600 +45%
Corient Private Wealth
41
Corient Private Wealth
Florida
$1.43B +$662M +1,152,343 +87%
WANY
42
Wealthspire Advisors (New York)
New York
$1.4B +$72.9M +126,350 +5%
SSA
43
Schonfeld Strategic Advisors
New York
$1.32B +$143M +248,306 +12%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.32B +$22.4M +38,889 +2%
Pathstone Holdings
45
Pathstone Holdings
New Jersey
$1.3B +$5.01M +8,689 +0.4%
MML Investors Services
46
MML Investors Services
Massachusetts
$1.29B -$18.9M -32,837 -1%
BA
47
Bridgewater Associates
Connecticut
$1.28B +$70M +121,300 +6%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$1.17B -$61.1M -105,949 -5%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1.16B -$119M -207,147 -9%
PCIG
50
Partners Capital Investment Group
Massachusetts
$1.12B +$41.9M +72,711 +4%
1
2
3 4 5