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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 %
IWMWV
951
Ironwood Wealth Management (West Virginia)
West Virginia
$16.1M -$269K -467 -2%
EFA
952
Evernest Financial Advisors
Indiana
$15.9M -$554K -960 -3%
TNB
953
Thomasville National Bank
Georgia
$15.9M +$127K +221 +0.8%
CTA
954
Chesley Taft & Associates
Illinois
$15.9M -$1.6M -2,771 -9%
CSPIA
955
Cary Street Partners Investment Advisory
Virginia
$15.9M -$110K -191 -0.7%
SGCA
956
Steel Grove Capital Advisors
Tennessee
$15.8M +$262K +456 +2%
TWM
957
TSA Wealth Management
Texas
$15.8M -$521K -903 -3%
BCA
958
Bay Colony Advisors
Massachusetts
$15.7M +$76.7K +133 +0.5%
FPAS
959
Focus Partners Advisor Solutions
Missouri
$15.7M +$31.1K +54 +0.2%
MFT
960
Moisand Fitzgerald Tamayo
Florida
$15.5M -$395K -684 -2%
BAM
961
Belpointe Asset Management
Nevada
$15.5M +$7.81M +13,540 +101%
PP
962
Passaic Partners
New Jersey
$15.5M -$2.62M -4,545 -14%
OCM
963
Objective Capital Management
Ohio
$15.4M +$15.4M +26,742 New
TCA
964
Trifecta Capital Advisors
Illinois
$15.3M +$298K +517 +2%
BPCE
965
Bank Pictet & Cie (Europe)
Germany
$15.3M – – –
BCM
966
BTC Capital Management
Iowa
$15.3M +$239K +414 +2%
V
967
VeraBank
Texas
$15.2M +$308K +534 +2%
HR
968
Hardy Reed
Mississippi
$15.2M -$90K -156 -0.6%
SSW
969
Smith Shellnut Wilson
Mississippi
$15.2M -$1.18M -2,046 -7%
FAM
970
Frontier Asset Management
Wyoming
$15.1M -$322K -558 -2%
VP
971
Verum Partners
North Carolina
$15.1M -$465K -806 -3%
BWS
972
Buck Wealth Strategies
Colorado
$15M -$854K -1,481 -5%
WB
973
WesBanco Bank
West Virginia
$15M +$248K +430 +2%
CWA
974
Centennial Wealth Advisory
Michigan
$15M -$3.35M -5,807 -18%
SWM
975
Scissortail Wealth Management
Oklahoma
$14.9M -$1.06B -30,512 -99%
37 38
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