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 %
MWM
626
Meridian Wealth Management
Kentucky
$23.5M +$17.1M +39,815 +268%
SLF
627
Sun Life Financial
Ontario, Canada
$23.4M
AIA
628
Alternative Investment Advisors
Florida
$23.4M +$23.4M +54,403 New
KCM
629
Kanawha Capital Management
Virginia
$23.2M +$270K +628 +1%
CIA
630
Capital Investment Advisors
Georgia
$23.1M +$23.1M +53,771 New
PGA
631
Portland Global Advisors
Maine
$23.1M +$1.16M +2,690 +5%
DWT
632
Dorsey & Whitney Trust
South Dakota
$23M -$94.9K -221 -0.4%
CAWM
633
Capital Advisors Wealth Management
Washington
$23M +$1.38M +3,221 +6%
WAP
634
Wealthcare Advisory Partners
Pennsylvania
$22.9M +$630K +1,466 +3%
IA
635
IFS Advisors
Kansas
$22.9M +$1.63M +3,790 +8%
PPW
636
PACK Private Wealth
Minnesota
$22.9M +$1.04M +2,427 +5%
RFO
637
RiverGlades Family Offices
Florida
$22.8M +$394K +917 +2%
NCM
638
Novare Capital Management
North Carolina
$22.8M +$919K +2,141 +4%
KWS
639
Keystone Wealth Services
California
$22.6M +$1.6M +3,715 +8%
IFPG
640
Intrepid Financial Planning Group
Indiana
$22.6M -$669K -1,559 -3%
TWM
641
Trevian Wealth Management
Massachusetts
$22.6M +$22.6M +52,588 New
VA
642
Valmark Advisers
Ohio
$22.5M +$1.13M +2,628 +5%
S2L
643
Sparta 24 Ltd
Israel
$22.5M +$12.3M +28,686 +121%
IA
644
IFP Advisors
Florida
$22.3M +$135K +314 +0.6%
BA
645
Ballew Advisors
Mississippi
$22.3M -$77.6K -182 -0.3%
WWA
646
WCG Wealth Advisors
Nevada
$22.2M +$2.9M +6,742 +15%
CWM
647
Campbell Wealth Management
Virginia
$22.1M +$36.9K +86 +0.2%
RWA
648
Ropes Wealth Advisors
Massachusetts
$22M -$907K -2,111 -4%
BFM
649
Boston Financial Management
Massachusetts
$21.9M -$130K -303 -0.6%
CAAM
650
Cornerstone Advisors Asset Management
Pennsylvania
$21.7M +$366K +852 +2%