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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 %
RPC
576
Rossmore Private Capital
Connecticut
$41.5M +$2.93M +5,081 +8%
SWA
577
Stratos Wealth Advisors
Ohio
$41.4M +$1.88M +3,254 +5%
LWM
578
Liberty Wealth Management
California
$41.4M -$746M -1,293,480 -95%
CP
579
Capital Planning
Washington
$41.3M -$132K -228 -0.3%
FTS
580
Fifth Third Securities
Ohio
$41.3M -$1.29M -2,236 -3%
LLWM
581
Life Line Wealth Management
California
$41.2M -$3.82M -6,623 -8%
KFS
582
Kelly Financial Services
Massachusetts
$41.2M -$6.85M -11,880 -14%
ATC
583
Argent Trust Co
Tennessee
$41.2M +$1.44M +2,490 +4%
BS
584
Banco Santander
Spain
$41.1M -$3.04M -5,263 -7%
FFA
585
Fi3 Financial Advisors
Indiana
$41.1M +$1.12M +1,947 +3%
B
586
Bailard
California
$41M -$312K -541 -0.8%
LL
587
LWMG LLC
Minnesota
$40.8M +$1.67M +2,889 +4%
KCM
588
Kaye Capital Management
California
$40.6M +$59.4K +103 +0.1%
SCM
589
Spreng Capital Management
Ohio
$40.6M -$4.23M -7,339 -9%
FG
590
Foster Group
Iowa
$40.3M +$1.69M +2,926 +4%
NL
591
NDWM LLC
California
$40.3M +$157K +272 +0.4%
JWA
592
JFS Wealth Advisors
Pennsylvania
$40.3M +$3.72M +6,444 +10%
IWMA
593
Ironwood Wealth Management (Arizona)
Arizona
$40.3M +$822K +1,425 +2%
CCFM
594
Clear Creek Financial Management
Washington
$39.9M -$2.36M -4,092 -6%
CFGS
595
Concourse Financial Group Securities
Alabama
$39.7M -$4.01M -6,958 -9%
EWM
596
Evercore Wealth Management
New York
$39.6M +$322K +558 +0.8%
MM
597
Meridian Management
Arkansas
$39.5M +$970K +1,681 +3%
ACP
598
Aveo Capital Partners
Colorado
$39.3M +$1.16M +2,006 +3%
SCA
599
Stonebridge Capital Advisors
Minnesota
$39.3M +$1.69M +2,938 +5%
PVAMC
600
PPS&V Asset Management Consultants
Michigan
$39.2M -$795K -1,379 -2%
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