IVV icon

iShares Core S&P 500 ETF

3,066 hedge funds and large institutions have $334B invested in iShares Core S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 1,304 increasing their positions, 1,212 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,066
Holders Change
+65
Holders Change %
+2.17%
% of All Funds
44.44%
Holding in Top 10
996
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.68%
% of All Funds
14.44%
New
197
Increased
1,304
Reduced
1,212
Closed
91
Calls
$416M
Puts
$325M
Net Calls
+$90.2M
Net Calls Change
+$75.6M
Name Holding Trade Value Shares
Change
Shares
Change %
APTFM
526
AGUR Provident & Training Funds Management
Israel
$43.1M -$12.1M -24,000 -22%
HCM
527
Hollencrest Capital Management
California
$42.8M +$42.8M +81,373 New
MG
528
Mather Group
Illinois
$42.7M -$389K -814 -0.9%
Natixis Advisors
529
Natixis Advisors
Massachusetts
$42.6M -$8.86M -16,851 -17%
MSA
530
Marino Stram & Associates
Massachusetts
$42.5M -$54.2K -103 -0.1%
CIA
531
Concurrent Investment Advisors
Florida
$42.2M +$4.55M +8,647 +12%
CWM
532
Cornerstone Wealth Management
Missouri
$42.1M +$152K +289 +0.4%
SIRP
533
Shelter Insurance Retirement Plan
Missouri
$42.1M -$25M -47,580 -37%
D
534
Diversified
Delaware
$42.1M +$14.5M +27,672 +53%
WA
535
Waterford Advisors
New York
$42M +$1.33M +2,528 +3%
UFF
536
USA Financial Formulas
Michigan
$42M +$1.94M +3,686 +5%
GPA
537
Guidance Point Advisors
Massachusetts
$41.9M +$159K +302 +0.4%
EWA
538
EP Wealth Advisors
California
$41.7M -$702K -1,336 -2%
PI
539
Parkside Investments
Illinois
$41.7M +$7.04M +13,388 +20%
CCFM
540
Clear Creek Financial Management
Washington
$41.5M +$1.84M +3,501 +5%
GIA
541
Gladstone Institutional Advisory
Florida
$41.5M -$1.87M -3,564 -4%
KTA
542
Keeley-Teton Advisors
Illinois
$41.5M +$1.22M +2,313 +3%
P3I
543
Progeny 3 Inc
Washington
$41.4M -$10.3M -19,510 -20%
Allianz Asset Management
544
Allianz Asset Management
Germany
$41.3M
NEAM
545
New England Asset Management
Connecticut
$41.1M
SIA
546
SkyView Investment Advisors
New Jersey
$40.9M +$3.6M +6,847 +10%
CFO
547
Custos Family Office
Texas
$40.8M -$871K -1,656 -2%
CWM
548
Cranbrook Wealth Management
Michigan
$40.8M +$1.55M +2,954 +4%
WI
549
Wintrust Investments
Illinois
$40.8M -$21.6K -41 -0.1%
BHB
550
Bank Hapoalim BM
Israel
$40.7M