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 %
RJT
551
Raymond James Trust
Florida
$35.4M +$1.01M +2,122 +3%
PFS
552
Prospera Financial Services
Texas
$35.4M +$13.6M +28,424 +62%
HI
553
Harbour Investments
Wisconsin
$35.2M +$16.7M +35,061 +91%
KFA
554
Kelleher Financial Advisors
New York
$35M +$1.69M +3,541 +5%
BA
555
Bluesphere Advisors
Pennsylvania
$35M +$681K +1,425 +2%
B
556
Bailard
California
$34.8M -$1.02M -2,140 -3%
FWM
557
FFT Wealth Management
Pennsylvania
$34.7M +$21.9M +45,857 +171%
BFEC
558
Benjamin F. Edwards & Company
Missouri
$34.7M +$1.31M +2,735 +4%
SWA
559
Stratos Wealth Advisors
Ohio
$34.7M +$5.6M +11,732 +19%
MA
560
MCF Advisors
Kentucky
$34.7M -$715K -1,498 -2%
FFA
561
Fi3 Financial Advisors
Indiana
$34.7M +$1.49M +3,114 +4%
BIM
562
Bridges Investment Management
Nebraska
$34.4M -$3.45M -7,232 -9%
KCM
563
Kaye Capital Management
California
$34.4M -$475K -974 -1%
PVAMC
564
PPS&V Asset Management Consultants
Michigan
$34.3M -$303K -635 -0.9%
BAM
565
Beaumont Asset Management
Texas
$34.2M +$1.57M +3,294 +5%
CIA
566
Concurrent Investment Advisors
Florida
$34.2M +$34.2M +71,571 New
SIA
567
Sovereign Investment Advisors
Arizona
$34M +$294K +615 +0.9%
RA
568
Riverstone Advisors
Texas
$33.9M +$1.62M +3,383 +5%
SIA
569
SkyView Investment Advisors
New Jersey
$33.8M +$33.4M +70,117 +8,397%
PCG
570
Prosperity Consulting Group
Maryland
$33.8M +$10.2M +21,335 +43%
SQA
571
Simon Quick Advisors
New Jersey
$33.8M +$721K +1,509 +2%
RCM
572
Requisite Capital Management
Texas
$33.7M -$7.8M -16,330 -19%
Luther King Capital Management (LKCM)
573
Luther King Capital Management (LKCM)
Texas
$33.7M -$34.1M
SCM
574
Spreng Capital Management
Ohio
$33.6M +$6.8M +14,241 +25%
EWA
575
Exencial Wealth Advisors
Oklahoma
$33.5M -$1.22M -2,548 -4%