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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 %
WAP
776
Wealthcare Advisory Partners
Pennsylvania
$25.1M -$303K -525 -1%
GF
777
Gimbal Financial
Indiana
$24.9M +$456K +784 +2%
FFO
778
Fortitude Family Office
Arizona
$24.9M +$1.09M +1,889 +5%
PIAS
779
PCA Investment Advisory Services
Ohio
$24.9M +$908K +1,575 +4%
BHWM
780
Bay Harbor Wealth Management
Maryland
$24.8M -$3.01M -5,211 -11%
VFG
781
Valley Financial Group
Pennsylvania
$24.8M +$83.6K +145 +0.3%
C
782
Certuity
Florida
$24.8M -$25.6M -44,464 -51%
TIAAOA
783
Teachers Insurance & Annuity Association of America
New York
$24.7M +$24.7M +42,777 New
KFA
784
Kapstone Financial Advisors
Ohio
$24.7M +$1.07M +1,867 +5%
CAM
785
Cobblestone Asset Management
Virginia
$24.6M -$3.45M -5,985 -12%
CFS
786
Commonwealth Financial Services
West Virginia
$24.6M -$5.44M -9,514 -18%
IWP
787
IAG Wealth Partners
Wisconsin
$24.5M -$588K -1,020 -2%
AWA
788
Adapt Wealth Advisors
Georgia
$24.5M +$1.36M +2,362 +6%
ABWM
789
Alpine Bank Wealth Management
Colorado
$24.5M +$24.5M +42,498 New
LA
790
Legacy Advisors
Pennsylvania
$24.5M -$9.23K -16 -0%
T. Rowe Price Associates
791
T. Rowe Price Associates
Maryland
$24.5M +$6.68M +11,582 +38%
DW
792
Durante & Waters
New York
$24.3M +$1.31M +2,270 +6%
MWS
793
Maxwell Wealth Strategies
California
$24.2M +$3.66M +6,321 +18%
KWM
794
Kingsview Wealth Management
Oregon
$24.1M +$1.09M +1,893 +5%
RWIA
795
Roger Wittlin Investment Advisory
California
$24.1M +$902K +1,563 +4%
CIBC Asset Management
796
CIBC Asset Management
Ontario, Canada
$24M – – –
CST
797
Charles Schwab Trust
Nevada
$23.9M -$1.87M -3,241 -7%
BJL
798
Brighton Jones LLC
Washington
$23.9M +$1.34M +2,316 +6%
JFG
799
JMG Financial Group
Illinois
$23.8M -$27.7K -48 -0.1%
EFS
800
Essex Financial Services
Connecticut
$23.8M +$382K +652 +2%
30 31
32
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