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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 %
PFS
651
Prospera Financial Services
Texas
$33.9M -$1.01M -1,752 -3%
NCM
652
Novare Capital Management
North Carolina
$33.9M -$641K -1,112 -2%
HR
653
Howe & Rusling
New York
$33.9M +$303K +525 +0.9%
BIAS
654
Beacon Investment Advisory Services
New Jersey
$33.7M +$187K +325 +0.6%
BHB
655
Bank Hapoalim BM
Israel
$33.5M +$33.5M +58,100 New
EWA
656
Exencial Wealth Advisors
Oklahoma
$33.4M -$689K -1,195 -2%
AWM
657
Avondale Wealth Management
Texas
$33.3M +$312K +541 +0.9%
WCM
658
Windsor Capital Management
Arizona
$33.3M +$98.1K +170 +0.3%
CFFNO
659
Common Fund For Nonprofit Organizations
Connecticut
$33.2M +$33.2M +57,633 New
WCM
660
WealthBridge Capital Management
Ohio
$33.1M +$2.76M +4,782 +9%
LF
661
Lantz Financial
Illinois
$33M -$107K -186 -0.3%
HF
662
Halpern Financial
Virginia
$33M -$1.79M -3,134 -5%
UOWF
663
University of Wisconsin Foundation
Wisconsin
$32.9M +$423K +733 +1%
NCM
664
Next Capital Management
New York
$32.9M +$1.35M +2,340 +4%
JWM
665
JGP Wealth Management
Oregon
$32.9M +$5.2M +9,023 +19%
MSA
666
McAlister Sweet & Associates
Texas
$32.8M -$12.6M -21,918 -28%
VA
667
Valmark Advisers
Ohio
$32.8M -$1.86M -3,229 -5%
KWS
668
Keystone Wealth Services
California
$32.7M +$298K +517 +0.9%
AFG
669
Arkansas Financial Group
Arkansas
$32.6M +$472K +819 +1%
BFS
670
Bare Financial Services
Pennsylvania
$32.5M +$6.31M +10,935 +24%
CFP
671
Cypress Financial Planning
New Jersey
$32.5M -$2.08M -3,614 -6%
CPIG
672
Chicago Partners Investment Group
Illinois
$32.3M -$1.47M -2,534 -4%
CTA
673
Camelot Technology Advisors
California
$32.3M +$539K +934 +2%
TGCMU
674
Titan Global Capital Management USA
New York
$32.3M +$3.45M +5,983 +12%
WC
675
Waterloo Capital
Texas
$32.2M -$4.87M -8,448 -13%
25 26
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