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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 %
BFM
976
Broadview Financial Management
Wisconsin
$14.9M -$410K -711 -3%
HG
977
Harbor Group
New Hampshire
$14.9M +$104K +181 +0.7%
PCM
978
Parsons Capital Management
Rhode Island
$14.9M -$1.23M -2,127 -8%
PGWM
979
Parisi Gray Wealth Management
New Jersey
$14.9M +$339K +588 +2%
CCM
980
Canal Capital Management
Virginia
$14.8M -$769K -1,334 -5%
SFP
981
Shepherd Financial Partners
Massachusetts
$14.8M +$116K +201 +0.8%
WB
982
Webster Bank
Connecticut
$14.8M +$2.34M +4,059 +19%
NB
983
Northwest Bancshares
Pennsylvania
$14.8M -$838K -1,453 -5%
OP
984
ORG Partners
Indiana
$14.7M -$52.5K -91 -0.4%
SAM
985
Secure Asset Management
Michigan
$14.7M +$502K +871 +4%
LSAG
986
Lake Street Advisors Group
New Hampshire
$14.7M +$141K +245 +1%
AA
987
AlphaMark Advisors
Kentucky
$14.6M -$722K -1,251 -5%
TFF
988
The Family Firm
Maryland
$14.6M +$863K +11,610 +6%
TNBTD
989
Trustmark National Bank Trust Department
Mississippi
$14.6M -$21.3K -37 -0.1%
X
990
Xponance
Pennsylvania
$14.6M +$1.84M +3,190 +14%
PA
991
PFG Advisors
Arizona
$14.4M +$1.9M +3,290 +15%
PCA
992
Providence Capital Advisors
North Carolina
$14.4M +$26K +45 +0.2%
SAS
993
SMI Advisory Services
Indiana
$14.4M +$238K +413 +2%
CCT
994
Chemung Canal Trust
New York
$14.3M -$2.8M -4,859 -16%
AHC
995
Anderson Hoagland & Co
Missouri
$14.3M -$88.7K -154 -0.6%
MBT
996
Montecito Bank & Trust
California
$14.3M -$2.88K -5 -0%
SAM
997
Summit Asset Management
Tennessee
$14.3M +$2.29M +3,964 +19%
JFG
998
JDM Financial Group
Texas
$14.3M -$4.32M -7,495 -23%
LFS
999
Lutz Financial Services
Nebraska
$14.3M -$472K -818 -3%
GWMIA
1000
Global Wealth Management Investment Advisory
Florida
$14.1M +$337K +584 +2%
38 39
40
41 42