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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 %
SC
601
Schoolcraft Capital
Colorado
$39.2M -$445K -771 -1%
DZ Bank
602
DZ Bank
Germany
$39.2M -$1.7M -2,948 -4%
WS
603
Wedbush Securities
California
$39.1M +$1.26M +2,190 +3%
FHC
604
Fort Henry Capital
West Virginia
$38.8M -$2.13M -3,701 -5%
WFAG
605
Wescott Financial Advisory Group
Pennsylvania
$38.7M +$585K +1,015 +2%
CA
606
Cornerstone Advisory
Maryland
$38.6M +$117K +202 +0.3%
GLA
607
Good Life Advisors
Pennsylvania
$38.6M +$14.9M +25,833 +63%
AC
608
Asio Capital
Kentucky
$38.6M +$4.31M +7,477 +13%
CTA
609
Colonial Trust Advisors
South Carolina
$38.5M +$3.96M +6,859 +11%
KPWG
610
KFA Private Wealth Group
Virginia
$38.5M +$846K +1,466 +2%
TWC
611
TD Waterhouse Canada
Ontario, Canada
$38.1M -$1.56M -2,738 -4%
AAMA
612
Advanced Asset Management Advisors
Ohio
$37.9M – – –
NPF
613
Norris Perne & French
Michigan
$37.8M +$902K +1,564 +2%
WP
614
WealthShield Partners
North Carolina
$37.5M +$358K +620 +1%
FCP
615
Fidelis Capital Partners
Florida
$37.5M +$2.24M +3,859 +6%
Citadel Advisors
616
Citadel Advisors
Florida
$37.2M -$186M -321,805 -83%
PGA
617
Portland Global Advisors
Maine
$37.1M +$1.15M +1,991 +3%
HWAM
618
Hennion & Walsh Asset Management
New Jersey
$37M +$216K +375 +0.6%
FFBTD
619
First Financial Bank - Trust Division
Ohio
$36.9M +$1.22M +2,122 +3%
WTB
620
Washington Trust Bank
Washington
$36.7M +$156K +271 +0.4%
PGFC
621
Peapack-Gladstone Financial Corp
New Jersey
$36.6M +$7.93M +13,740 +28%
RCAG
622
Rehmann Capital Advisory Group
Michigan
$36.5M -$95.8K -166 -0.3%
ECG
623
Edge Capital Group
Georgia
$36.5M +$674K +1,168 +2%
MFC
624
Morris Financial Concepts
South Carolina
$36.3M +$916K +1,588 +3%
PFP
625
Pinnacle Financial Partners
Tennessee
$36.3M +$3.48M +6,032 +11%
23 24
25
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