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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 %
AIM
926
Acropolis Investment Management
Missouri
$17.1M -$24.8K -43 -0.1%
CWM
927
Centurion Wealth Management
Virginia
$17M +$17M +29,519 New
Tudor Investment Corp
928
Tudor Investment Corp
Connecticut
$17M +$7.92M +13,735 +88%
CPW
929
Catalyst Private Wealth
California
$16.9M +$886K +1,536 +6%
Retirement Systems of Alabama
930
Retirement Systems of Alabama
Alabama
$16.9M -$91.1K -158 -0.5%
SEIA
931
Signature Estate & Investment Advisors
California
$16.8M +$292K +507 +2%
WA
932
WBH Advisory
Maryland
$16.8M +$887K +1,537 +6%
OCM
933
Orion Capital Management
California
$16.7M +$1.83M +3,171 +12%
PFA
934
Pinnacle Family Advisors
Missouri
$16.7M -$2.28M -3,951 -12%
XF
935
XML Financial
Maryland
$16.7M +$1.03M +1,777 +7%
AL
936
ADE LLC
Maryland
$16.7M -$190K -329 -1%
SAF
937
Smith Anglin Financial
Texas
$16.7M -$62.7M -108,631 -79%
FFW
938
Fusion Family Wealth
New York
$16.6M +$777K +1,347 +5%
HCM
939
Hengehold Capital Management
Ohio
$16.6M -$109K -189 -0.7%
WWM
940
Wiser Wealth Management
Georgia
$16.6M +$2.06M +3,577 +14%
Macquarie Group
941
Macquarie Group
Australia
$16.5M +$16.5M +28,630 New
PCA
942
Pallas Capital Advisors
Massachusetts
$16.5M -$491K -843 -3%
JWM
943
Jackson Wealth Management
Florida
$16.4M +$7.06M +12,248 +76%
TMWM
944
Taylor & Morgan Wealth Management
Michigan
$16.4M -$43.3K -75 -0.3%
MPWT
945
MassMutual Private Wealth & Trust
Connecticut
$16.3M +$865K +1,499 +6%
Vanguard Group
946
Vanguard Group
Pennsylvania
$16.3M +$1.35M +2,338 +9%
SC
947
Sierra Capital
Florida
$16.3M +$840K +1,456 +5%
UCB
948
United Community Bank
South Carolina
$16.3M -$75.6K -131 -0.5%
BWM
949
BCGM Wealth Management
Indiana
$16.2M -$196K -339 -1%
HCM
950
Highview Capital Management
Illinois
$16.1M +$470K +814 +3%
36 37
38
39 40