IVV icon

iShares Core S&P 500 ETF

2,730 hedge funds and large institutions have $249B invested in iShares Core S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,177 increasing their positions, 1,012 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,730
Holders Change
+24
Holders Change %
+0.89%
% of All Funds
43.53%
Holding in Top 10
890
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.25%
% of All Funds
14.19%
New
139
Increased
1,177
Reduced
1,012
Closed
83
Calls
$413M
Puts
$204M
Net Calls
+$209M
Net Calls Change
-$70.5M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
976
Kooman & Associates
Pennsylvania
$8.94M -$186K -434 -2%
HIA
977
Harbor Investment Advisory
Maryland
$8.92M -$170K -396 -2%
RW
978
Regimen Wealth
Georgia
$8.92M +$1.37M +3,192 +18%
IFAM
979
Institutional & Family Asset Management
Colorado
$8.89M -$120K -279 -1%
SAS
980
SMI Advisory Services
Indiana
$8.88M +$8.88M +20,066 New
Vanguard Group
981
Vanguard Group
Pennsylvania
$8.88M -$91.5K -213 -1%
GKWIM
982
Gerber Kawasaki Wealth & Investment Management
California
$8.88M +$1.07M +2,501 +14%
Fiera Capital (Canada)
983
Fiera Capital (Canada)
Quebec, Canada
$8.87M
CAM
984
Concorde Asset Management
Michigan
$8.8M +$657K +1,538 +8%
ACM
985
Armbruster Capital Management
New York
$8.77M -$63.6K -148 -0.7%
HWP
986
Heritage Wealth Partners
Ohio
$8.76M -$296K -690 -3%
AAM
987
Aureus Asset Management
Massachusetts
$8.74M -$212K -494 -2%
BCWM
988
Bartlett & Co Wealth Management
Ohio
$8.72M +$533K +1,236 +7%
BC
989
Bartlett & Co
Ohio
$8.72M +$533K +1,236 +7%
SAG
990
Spotlight Asset Group
Illinois
$8.69M -$9.45K -22 -0.1%
NAS
991
Nicolet Advisory Services
Wisconsin
$8.69M +$817K +1,916 +10%
IAIM
992
International Assets Investment Management
Florida
$8.68M -$649K -1,518 -7%
IGWM
993
ICA Group Wealth Management
Colorado
$8.67M +$438K +1,021 +5%
CT
994
Colonial Trust
South Carolina
$8.67M -$146K -341 -2%
RFP
995
RCS Financial Planning
Maryland
$8.67M +$2.69M +6,231 +45%
CWM
996
Connecticut Wealth Management
Connecticut
$8.64M +$54.1K +126 +0.6%
RWP
997
Revolve Wealth Partners
New Jersey
$8.59M +$25.3K +59 +0.3%
GCM
998
Granby Capital Management
Florida
$8.59M
IA
999
IFG Advisory
Georgia
$8.59M +$953K +2,220 +12%
4WM
1000
4J Wealth Management
Virginia
$8.58M +$1.28M +2,970 +17%