IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

3,001 hedge funds and large institutions have $295B invested in iShares Core S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 374 funds opening new positions, 1,261 increasing their positions, 1,038 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,001
Holders Change
+271
Holders Change %
+9.93%
% of All Funds
43.99%
Holding in Top 10
970
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+8.99%
% of All Funds
14.22%
New
374
Increased
1,261
Reduced
1,038
Closed
61
Calls
$499M
Puts
$484M
Net Calls
+$14.6M
Net Calls Change
-$194M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.85B
2
Marshall Wace
Marshall Wace
United Kingdom
+$3.66B
3
Goldman Sachs
Goldman Sachs
New York
+$2.93B
4
Millennium Management
Millennium Management
New York
+$2.65B
5
Prudential Financial
Prudential Financial
New Jersey
+$1.25B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.55B
2
Osaic Holdings
Osaic Holdings
Arizona
-$868M
3
Bank of America
Bank of America
North Carolina
-$835M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$322M
5
EW
Evoke Wealth
California
-$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
1001
Orion Capital Management
California
$11.1M +$353K +739 +3%
CT
1002
Clearstead Trust
Maine
$11M +$243K +509 +2%
SCP
1003
Silverleafe Capital Partners
Tennessee
$11M -$1.91K -4 -0%
FC
1004
Fusion Capital
South Carolina
$11M -$46.3K -97 -0.4%
XF
1005
XML Financial
Maryland
$11M +$604K +1,264 +6%
X
1006
Xponance
Pennsylvania
$11M +$2.05M +4,297 +23%
LT
1007
Legacy Trust
Michigan
$11M +$1.55M +3,237 +16%
WHG
1008
Westwood Holdings Group
Texas
$11M -$698K -1,461 -6%
ACM
1009
Armbruster Capital Management
New York
$10.9M +$1.12M +2,345 +11%
SAS
1010
SMI Advisory Services
Indiana
$10.8M +$1.23M +2,566 +13%
LA
1011
Latitude Advisors
Florida
$10.8M -$126K -264 -1%
MWAM
1012
Manhattan West Asset Management
California
$10.8M +$1.73M +3,612 +19%
FPCG
1013
Fort Pitt Capital Group
Pennsylvania
$10.7M +$8.71M +18,233 +433%
Vanguard Group
1014
Vanguard Group
Pennsylvania
$10.7M +$843K +1,764 +9%
KA
1015
Kooman & Associates
Pennsylvania
$10.7M +$769K +1,610 +8%
WP
1016
WealthPLAN Partners
Nebraska
$10.7M +$688K +1,441 +7%
PAMG
1017
Patton Albertson Miller Group
Tennessee
$10.7M +$4M +8,375 +60%
TRIA
1018
Trail Ridge Investment Advisors
Colorado
$10.7M +$34.9K +73 +0.3%
WB
1019
WesBanco Bank
West Virginia
$10.7M -$70.2K -147 -0.7%
IGWM
1020
ICA Group Wealth Management
Colorado
$10.7M +$1.02M +2,136 +11%
GWMIA
1021
Global Wealth Management Investment Advisory
Florida
$10.7M +$107K +225 +1%
PNC
1022
Park National Corp
Ohio
$10.6M -$112K -234 -1%
CFS
1023
CRA Financial Services
New Jersey
$10.6M +$164K +343 +2%
WF
1024
Wayfinding Financial
Washington
$10.5M -$1.49M -3,116 -12%
FPFS
1025
First Personal Financial Services
North Carolina
$10.4M -$244K -510 -2%
39 40
41
42 43