IVV icon

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 %
FCA
626
FinTrust Capital Advisors
South Carolina
$36.3M +$907K +1,573 +3%
FA
627
Flagstar Advisors
New York
$36.2M -$1.72M -2,975 -5%
IWM
628
Integris Wealth Management
California
$36.1M -$868K -1,505 -2%
EW
629
Enzi Wealth
Texas
$36M +$227K +387 +0.6%
DWT
630
Dorsey & Whitney Trust
South Dakota
$35.8M +$251K +436 +0.7%
MYIA
631
Mount Yale Investment Advisors
Colorado
$35.6M -$1.62M -2,806 -4%
TC
632
Toews Corporation
New Jersey
$35.6M +$18.3M +31,680 +106%
Ensign Peak Advisors
633
Ensign Peak Advisors
Utah
$35.5M -$14M -24,220 -28%
FA
634
Fermata Advisors
California
$35.4M +$1.11M +1,922 +3%
NVCHI
635
New Vernon Capital Holdings II
New Jersey
$35.4M +$1.62M +2,801 +5%
CIA
636
Capital Investment Advisors
Georgia
$35.3M +$2.02M +3,507 +6%
TPCW
637
TD Private Client Wealth
New York
$35.3M -$27.7M -48,007 -44%
UFF
638
USA Financial Formulas
Michigan
$35.3M -$2.37M -4,107 -6%
VCP
639
Verus Capital Partners
Arizona
$35.3M +$824K +1,428 +2%
CWS
640
Cypress Wealth Services
California
$34.9M -$1.43M -2,471 -4%
EIA
641
Eldridge Investment Advisors
New Hampshire
$34.8M -$926K -1,605 -3%
TRCT
642
Tower Research Capital (TRC)
New York
$34.7M +$34.7M +60,192 +125,400%
BA
643
Bellwether Advisors
Nebraska
$34.6M +$2.88K +5 +0%
SXL
644
Summit X LLC
Missouri
$34.4M -$1.54M -2,822 -4%
SF
645
Summit Financial
New Jersey
$34.3M +$9.81M +16,999 +40%
CAWM
646
Capital Advisors Wealth Management
Washington
$34.3M -$299K -519 -0.9%
WQ
647
Wealth Quarterback
New Jersey
$34.1M -$1.77M -3,076 -5%
AF
648
Advisornet Financial
Minnesota
$34.1M +$7.74M +13,419 +29%
SFG
649
Snider Financial Group
Washington
$34.1M -$548K -950 -2%
DWM
650
Drive Wealth Management
Utah
$33.9M +$250K +433 +0.7%
24 25
26
27 28