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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 %
OCM
726
One Capital Management
California
$28.1M +$595K +1,032 +2%
QCM
727
Quantinno Capital Management
New York
$28.1M +$11.3M +19,619 +67%
CAAM
728
Cornerstone Advisors Asset Management
Pennsylvania
$28.1M +$2.88K +5 +0%
National Bank of Canada
729
National Bank of Canada
Quebec, Canada
$28.1M -$2.93M -5,086 -9%
VFP
730
Verus Financial Partners
Virginia
$28M -$48.6K -85 -0.2%
WHCFA
731
William Howard & Co Financial Advisors
Tennessee
$28M -$237K -410 -0.8%
TF
732
Trek Financial
Arizona
$27.8M -$2.49M -4,318 -8%
SAS
733
Sage Advisory Services
Texas
$27.7M – – –
NIWA
734
New Insight Wealth Advisors
California
$27.7M +$2.47M +4,274 +10%
IFPG
735
Intrepid Financial Planning Group
Indiana
$27.6M -$1.18M -2,039 -4%
CG
736
Cynosure Group
Utah
$27.6M +$1.71M +2,959 +7%
VWM
737
Vivid Wealth Management
Iowa
$27.5M +$1.26M +2,188 +5%
NFP
738
NorthLanding Financial Partners
New York
$27.5M +$825K +1,431 +3%
SP
739
SWS Partners
Ohio
$27.5M +$387K +671 +1%
GCA
740
Greenwood Capital Associates
South Carolina
$27.4M +$1.8M +3,127 +7%
TC
741
Trilogy Capital
California
$27.4M -$813K -1,409 -3%
VC
742
Vestor Capital
Illinois
$27.4M +$321K +556 +1%
SCA
743
Sandy Cove Advisors
Massachusetts
$27.4M -$598K -1,036 -2%
MWM
744
Meridian Wealth Management
Kentucky
$27.2M +$27.2M +47,221 New
SC
745
SouthState Corp
Florida
$27.1M +$112K +195 +0.4%
FPCP
746
Fort Point Capital Partners
California
$27M +$196K +340 +0.7%
FWA
747
FOCUS Wealth Advisors
Texas
$27M -$5.53M -9,593 -17%
LFG
748
Leverty Financial Group
Wisconsin
$26.9M +$140K +242 +0.5%
BEI
749
Benjamin Edwards Inc
Missouri
$26.9M +$26M +45,029 +2,883%
AAS
750
Ameritas Advisory Services
Nebraska
$26.8M -$25.9M -44,829 -49%
28 29
30
31 32