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 %
AQR Capital Management
951
AQR Capital Management
Connecticut
$14.2M +$7.94M +15,096 +128%
FGAM
952
Financial Gravity Asset Management
Texas
$14.1M -$265M -530,437 -95%
P
953
Pitcairn
Pennsylvania
$14.1M +$12.2M +23,153 +623%
LFS
954
Lutz Financial Services
Nebraska
$14.1M -$339K -644 -2%
GWP
955
Gateway Wealth Partners
Wisconsin
$14.1M -$1.35M -2,566 -9%
CTA
956
Chesley Taft & Associates
Illinois
$14.1M -$741K -1,410 -5%
CAM
957
Concorde Asset Management
Michigan
$14.1M -$8.23M -15,668 -37%
FWP
958
Firethorn Wealth Partners
Georgia
$14M -$494K -940 -3%
WA
959
WBH Advisory
Maryland
$14M +$903K +1,717 +7%
BCM
960
BTC Capital Management
Iowa
$14M +$14M +26,580 New
BPCE
961
Bank Pictet & Cie (Europe)
Germany
$14M -$2.8M -5,325 -17%
CBFP
962
Cedar Brook Financial Partners
Ohio
$13.9M -$167K -318 -1%
PCP
963
Proficio Capital Partners
Massachusetts
$13.9M -$103K -196 -0.7%
MBT
964
Montecito Bank & Trust
California
$13.9M +$923K +1,755 +7%
ICG
965
InterOcean Capital Group
Tennessee
$13.8M -$431K -819 -3%
SAM
966
Secure Asset Management
Michigan
$13.8M +$99.9K +190 +0.7%
HR
967
Hardy Reed
Mississippi
$13.8M -$965K -1,835 -7%
BWM
968
Brown Wealth Management
Illinois
$13.8M +$13.8M +26,245 New
OCM
969
Objective Capital Management
Ohio
$13.8M -$105K -199 -0.8%
TCA
970
Trifecta Capital Advisors
Illinois
$13.7M +$1.07M +2,042 +9%
PGWM
971
Parisi Gray Wealth Management
New Jersey
$13.6M -$921K -1,752 -6%
JHCP
972
Jackson Hole Capital Partners
Oklahoma
$13.6M +$107K +204 +0.8%
TNBTD
973
Trustmark National Bank Trust Department
Mississippi
$13.5M -$57.3K -109 -0.4%
MPWT
974
MassMutual Private Wealth & Trust
Connecticut
$13.5M -$4.12M -7,843 -23%
OCM
975
Orion Capital Management
California
$13.5M +$1.32M +2,506 +11%