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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 %
PCM
801
Pennsylvania Capital Management
Pennsylvania
$23.7M +$1.6M +2,767 +7%
SIAM
802
Sterling Investment Advisors (Missouri)
Missouri
$23.7M +$429K +743 +2%
SWMG
803
Sanchez Wealth Management Group
Florida
$23.6M +$63.4K +110 +0.3%
BMMM
804
Boston Mountain Money Management
Arkansas
$23.6M +$71.5K +124 +0.3%
ML
805
McAdam LLC
Pennsylvania
$23.5M +$1.07M +1,859 +5%
MWP
806
Moller Wealth Partners
$23.4M -$140K -243 -0.6%
NRW
807
Nova R Wealth
Kansas
$23.2M -$374K -649 -2%
RWMH
808
Riverpoint Wealth Management Holdings
Illinois
$23.1M -$60.6K -105 -0.3%
CC
809
Cadinha & Co
Hawaii
$23.1M -$140K -243 -0.6%
WDG
810
Wealth Dimensions Group
Ohio
$23M -$23.6K -41 -0.1%
ATPW
811
Ashton Thomas Private Wealth
Arizona
$23M +$651K +1,128 +3%
USCWA
812
U.S. Capital Wealth Advisors
Texas
$23M -$100K -174 -0.4%
DAS
813
Diversify Advisory Services
Utah
$22.9M -$1.6M -2,728 -7%
SA
814
SpiderRock Advisors
Delaware
$22.8M +$7.6M +13,183 +50%
AIA
815
Armor Investment Advisors
North Carolina
$22.7M +$5.13M +8,899 +29%
FPW
816
Flagship Private Wealth
Massachusetts
$22.7M +$1.55M +2,694 +7%
EL
817
EQ LLC
Washington
$22.7M -$2.73M -4,727 -11%
APW
818
Acima Private Wealth
Virginia
$22.6M +$236K +409 +1%
CAM
819
Creekmur Asset Management
Illinois
$22.5M +$703K +1,219 +3%
SCP
820
Stevens Capital Partners
Nebraska
$22.4M +$456K +790 +2%
HI
821
Human Investing
Oregon
$22.3M +$122K +212 +0.6%
EPM
822
Elm Partners Management
Pennsylvania
$22.2M +$663K +1,149 +3%
TGAM
823
TBH Global Asset Management
Tennessee
$22.2M -$6.51M -11,286 -23%
SSCM
824
Spectrum Strategic Capital Management
Oregon
$22.2M +$4.82M +8,363 +28%
AI
825
Arvest Investments
Arkansas
$22.2M -$283K -491 -1%
31 32
33
34 35