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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 %
S
701
SignatureFD
Georgia
$30.1M -$61.7K -107 -0.2%
CFP
702
Cascade Financial Partners
California
$30.1M +$138K +236 +0.5%
SP
703
Stairway Partners
Illinois
$30M +$30M +52,054 New
ATS
704
Ashton Thomas Securities
New York
$29.9M -$2.52M -4,376 -8%
ICMM
705
Integrated Capital Management (Michigan)
Michigan
$29.9M +$29.9M +51,753 New
AFS
706
Axiom Financial Strategies
Indiana
$29.8M +$13.1M +22,721 +78%
WWA
707
WCG Wealth Advisors
Nevada
$29.8M -$1.1M -1,914 -4%
RFO
708
RiverGlades Family Offices
Florida
$29.7M +$267K +463 +0.9%
CWM
709
Campbell Wealth Management
Virginia
$29.6M +$29.6M +51,310 New
CWP
710
Corepath Wealth Partners
Arizona
$29.5M +$604K +1,029 +2%
AG
711
AlTi Global
New York
$29.4M +$4.79M +8,303 +19%
FNBOH
712
First National Bank of Hutchinson
Kansas
$29.4M -$446K -773 -1%
ERWM
713
Elk River Wealth Management
Colorado
$29.4M +$490K +850 +2%
BA
714
Ballew Advisors
Mississippi
$29.3M -$11K -19 -0%
American Century Companies
715
American Century Companies
Missouri
$29.3M -$29.4M -50,899 -50%
CFGF
716
Compass Financial Group (Florida)
Florida
$29.2M +$297K +515 +1%
EWM
717
Evermay Wealth Management
Virginia
$29.1M -$699K -1,211 -2%
SC
718
Scotia Capital
Ontario, Canada
$29.1M +$2.25M +3,909 +8%
IA
719
IFP Advisors
Florida
$29M +$427K +740 +1%
CT
720
Coastline Trust
Rhode Island
$29M -$5.32M -9,230 -15%
GCA
721
Gradient Capital Advisors
California
$28.9M -$8.65K -15 -0%
CWA
722
Continuum Wealth Advisors
New York
$28.7M -$1.98M -3,428 -6%
BMM
723
Buffington Mohr McNeal
Idaho
$28.4M +$3.97M +6,884 +16%
RWA
724
River Wealth Advisors
Pennsylvania
$28.3M +$779K +1,351 +3%
Luther King Capital Management (LKCM)
725
Luther King Capital Management (LKCM)
Texas
$28.3M -$28M – –
27 28
29
30 31