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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 %
DCM
826
Dimension Capital Management
Florida
$22.2M -$567K -983 -2%
DPI
827
Diversified Portfolios Inc
Michigan
$22M -$186K -322 -0.8%
SS
828
Sunbelt Securities
Texas
$21.9M +$61.7K +107 +0.3%
SFFS
829
Stonehage Fleming Financial Services
Jersey
$21.9M +$237K +411 +1%
MCCA
830
Mill Creek Capital Advisors
Pennsylvania
$21.9M -$5.72M -9,913 -21%
VWA
831
VERITY Wealth Advisors
United States
$21.9M -$37.5K -65 -0.2%
NFG
832
Nadler Financial Group
Illinois
$21.8M +$355K +616 +2%
SFA
833
Source Financial Advisors
New York
$21.8M +$134K +232 +0.6%
MA
834
Marquette Associates
Illinois
$21.8M -$676K -1,172 -3%
WWM
835
Waterway Wealth Management
Texas
$21.8M +$163K +283 +0.8%
PFA
836
Pure Financial Advisors
California
$21.6M +$1.36M +2,357 +7%
PPWM
837
PFG Private Wealth Management
Florida
$21.5M -$9.14M -15,847 -30%
BWM
838
Brown Wealth Management
Illinois
$21.4M +$6.61M +11,451 +45%
GKWIM
839
Gerber Kawasaki Wealth & Investment Management
California
$21.4M +$1.79M +3,109 +9%
BFG
840
Bleakley Financial Group
New Jersey
$21.4M +$1.41M +2,442 +7%
FB
841
Fulton Bank
Pennsylvania
$21.3M +$2.03M +3,512 +10%
CAC
842
Certified Advisory Corp
Florida
$21M +$183K +318 +0.9%
GG
843
GenWealth Group
New Jersey
$21M +$226K +392 +1%
PFG
844
Pacific Financial Group
Washington
$20.9M -$1.78M -3,085 -8%
AWMG
845
Alliance Wealth Management Group
New Jersey
$20.9M +$1.41M +2,453 +7%
PBO
846
Peoples Bank (Ohio)
Ohio
$20.8M +$854K +1,481 +4%
RFG
847
RFP Financial Group
Georgia
$20.8M +$488K +846 +2%
SF
848
Synovus Financial
Georgia
$20.8M -$2.29M -3,973 -10%
HSWM
849
Hubbell Strickland Wealth Management
Louisiana
$20.7M +$77.9K +135 +0.4%
PCA
850
Peddock Capital Advisors
Massachusetts
$20.7M +$990K +1,716 +5%
32 33
34
35 36