IVV icon

iShares Core S&P 500 ETF

3,066 hedge funds and large institutions have $334B invested in iShares Core S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 1,304 increasing their positions, 1,212 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,066
Holders Change
+65
Holders Change %
+2.17%
% of All Funds
44.44%
Holding in Top 10
996
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.68%
% of All Funds
14.44%
New
197
Increased
1,304
Reduced
1,212
Closed
91
Calls
$416M
Puts
$325M
Net Calls
+$90.2M
Net Calls Change
+$75.6M
Name Holding Trade Value Shares
Change
Shares
Change %
JFG
776
JMG Financial Group
Illinois
$22M -$134K -255 -0.6%
SFA
777
Source Financial Advisors
New York
$22M -$1.13M -2,154 -5%
TVM
778
True Vision MN
Minnesota
$21.9M -$1.98M -3,880 -8%
GF
779
Gimbal Financial
Indiana
$21.9M +$178K +339 +0.8%
CIBC Asset Management
780
CIBC Asset Management
Ontario, Canada
$21.9M -$1.58M -3,008 -7%
PFG
781
Pacific Financial Group
Washington
$21.8M +$7.73M +14,695 +55%
SF
782
Summit Financial
New Jersey
$21.8M +$260K +495 +1%
AA
783
ACT Advisors
North Carolina
$21.7M +$343K +652 +2%
CC
784
Cadinha & Co
Hawaii
$21.6M +$275K +523 +1%
TWM
785
TSA Wealth Management
Texas
$21.5M -$7.17M -13,646 -25%
VFG
786
Valley Financial Group
Pennsylvania
$21.5M -$1.23M -2,349 -5%
PWMAG
787
Pinnacle Wealth Management Advisory Group
New Jersey
$21.5M +$1.3M +2,479 +6%
SWMG
788
Sanchez Wealth Management Group
Florida
$21.5M +$33.1K +63 +0.2%
AI
789
Arvest Investments
Arkansas
$21.3M -$2.67M -5,071 -11%
DW
790
Durante & Waters
New York
$21.3M -$171K -326 -0.8%
BMMM
791
Boston Mountain Money Management
Arkansas
$21.2M +$21.2M +40,415 New
AF
792
Advisornet Financial
Minnesota
$21.2M +$1.97M +3,747 +10%
P
793
&Partners
Tennessee
$21.1M -$527K -948 -2%
RWMH
794
Riverpoint Wealth Management Holdings
Illinois
$21.1M -$72K -137 -0.3%
WDG
795
Wealth Dimensions Group
Ohio
$21.1M -$639K -1,216 -3%
PWP
796
PrairieView Wealth Partners
Illinois
$21M +$560K +1,066 +3%
DCM
797
Disciplina Capital Management
Tennessee
$21M -$71K -135 -0.3%
SIA
798
Soltis Investment Advisors
Utah
$21M +$323K +614 +2%
NRW
799
Nova R Wealth
Kansas
$20.8M +$481K +915 +2%
CPW
800
Catalyst Private Wealth
California
$20.7M +$8.04M +15,301 +63%