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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

3,181 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
3,181
Holders Change
+86
Holders Change %
+2.78%
% of All Funds
46.01%
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
$14.5B
2
Squarepoint
Squarepoint
New York
$5.65B
3
Morgan Stanley
Morgan Stanley
New York
$14.4B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12.1B
5
BlackRock
BlackRock
New York
$39.5B

Top Sellers

1
CM
Capula Management
Cayman Islands
$0
2
SFC
Strategic Financial Concepts
Texas
$2.06M
3
SWM
Scissortail Wealth Management
Oklahoma
$14.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20B
5
LWM
Liberty Wealth Management
California
$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
51
Barings
North Carolina
$1.07B +$20.2M +35,203 +2%
Cerity Partners
52
Cerity Partners
New York
$1.06B +$33.1M +57,332 +3%
GT
53
Greenleaf Trust
Michigan
$1.04B +$5.29M +9,167 +0.5%
AAS
54
Avantax Advisory Services
Texas
$1.03B -$8.02M -13,898 -0.8%
ECM
55
Element Capital Management
New York
$1.01B +$271M +469,136 +37%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$972M -$61.7M -106,884 -6%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$968M -$28.4M -49,179 -3%
JRP
58
Jasper Ridge Partners
California
$947M +$132M +228,254 +16%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$937M -$11.7M -20,352 -1%
Neuberger Berman Group
60
Neuberger Berman Group
New York
$893M +$123M +212,846 +16%
FT
61
Fiduciary Trust
Massachusetts
$893M +$5.2M +9,009 +0.6%
UBS AM
62
UBS AM
Illinois
$889M +$115M +200,000 +15%
PAS
63
Park Avenue Securities
New York
$881M -$117M -202,390 -12%
Osaic Holdings
64
Osaic Holdings
Arizona
$881M -$82M -141,978 -9%
MCM
65
MAI Capital Management
Ohio
$863M +$23.7M +41,149 +3%
RJA
66
Raymond James & Associates
Florida
$850M +$18.4M +31,911 +2%
MERSOM
67
Municipal Employees' Retirement System of Michigan
Michigan
$830M -$20.1M -34,831 -2%
APF
68
Alaska Permanent Fund
Alaska
$817M -$20.2M -35,000 -2%
M&T Bank
69
M&T Bank
New York
$816M +$3.31M +5,732 +0.4%
A
70
Allianz
Germany
$807M +$26.6M +46,059 +3%
Bank of Nova Scotia
71
Bank of Nova Scotia
Ontario, Canada
$805M +$130M +226,162 +19%
AG
72
AIA Group
Hong Kong
$802M -$276M -478,058 -26%
FEG
73
Fund Evaluation Group
Ohio
$776M +$104M +181,120 +16%
Fidelity International
74
Fidelity International
Bermuda
$768M -$66.7M -115,618 -8%
JIC
75
Johnson Investment Counsel
Ohio
$761M -$892K -1,546 -0.1%
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