IVV icon

iShares Core S&P 500 ETF

2,730 hedge funds and large institutions have $249B invested in iShares Core S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,177 increasing their positions, 1,012 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,730
Holders Change
+24
Holders Change %
+0.89%
% of All Funds
43.53%
Holding in Top 10
890
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.25%
% of All Funds
14.19%
New
139
Increased
1,177
Reduced
1,012
Closed
83
Calls
$413M
Puts
$204M
Net Calls
+$209M
Net Calls Change
-$70.5M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
551
JFS Wealth Advisors
Pennsylvania
$28.8M +$1.75M +4,073 +6%
AWM
552
AAF Wealth Management
Massachusetts
$28.7M +$169K +393 +0.6%
LL
553
LWMG LLC
Minnesota
$28.2M -$739K -1,722 -3%
NPF
554
Norris Perne & French
Michigan
$28.1M -$15K -35 -0.1%
IC
555
IEQ Capital
California
$28.1M +$3.23M +7,531 +13%
CFS
556
Commonwealth Financial Services
West Virginia
$28M +$28M +65,095 New
DZ Bank
557
DZ Bank
Germany
$27.9M +$484K +1,126 +2%
MMA
558
Miracle Mile Advisors
California
$27.8M +$856K +1,994 +3%
DAS
559
Dynamic Advisor Solutions
Arizona
$27.8M +$18.6M +43,287 +202%
CA
560
Cornerstone Advisory
Maryland
$27.8M +$1.12M +2,601 +4%
RCAG
561
Rehmann Capital Advisory Group
Michigan
$27.7M +$14.6K +34 +0.1%
HF
562
Halpern Financial
Virginia
$27.7M -$37.8K -88 -0.1%
SC
563
Saiph Capital
New Jersey
$27.5M -$399K -930 -1%
RPC
564
Rossmore Private Capital
Connecticut
$27.5M +$2.54M +5,904 +10%
LSERS
565
Louisiana State Employees Retirement System
Louisiana
$27.4M -$3.78M -8,800 -12%
TWC
566
TD Waterhouse Canada
Ontario, Canada
$27.4M +$312K +724 +1%
LFP
567
Lakeshore Financial Planning
Michigan
$27.3M +$27.3M +63,672 New
PFA
568
Pinnacle Family Advisors
Missouri
$27.3M -$3.54M -8,246 -11%
FTS
569
Fifth Third Securities
Ohio
$27.3M -$105K -244 -0.4%
HWAM
570
Hennion & Walsh Asset Management
New Jersey
$27.2M +$511K +1,189 +2%
SC
571
Schoolcraft Capital
Colorado
$27.1M -$913K -2,125 -3%
CWA
572
Consilio Wealth Advisors
Washington
$27.1M +$399K +942 +1%
SA
573
Stewardship Advisors
Pennsylvania
$27.1M +$5.06M +11,785 +23%
ICMARC
574
International City Management Association Retirement Corp
District of Columbia
$27.1M
ACP
575
Aveo Capital Partners
Colorado
$27M +$332K +774 +1%