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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 %
PHAM
1026
Palisades Hudson Asset Management
Florida
$13.4M -$165K -286 -1%
AF
1027
Apollon Financial
South Carolina
$13.3M +$63.5K +110 +0.5%
TRIA
1028
Trail Ridge Investment Advisors
Colorado
$13.3M +$1.85M +3,185 +16%
CC
1029
Copperleaf Capital
North Carolina
$13.3M -$384K -666 -3%
4FG
1030
4Thought Financial Group
New York
$13.2M -$2.43M -4,211 -15%
CTWM
1031
Cherry Tree Wealth Management
Minnesota
$13.2M -$118K -204 -0.9%
FC
1032
Fusion Capital
South Carolina
$13.2M -$41K -71 -0.3%
CWP
1033
Cyndeo Wealth Partners
Florida
$13.1M +$625K +1,083 +5%
Koshinski Asset Management
1034
Koshinski Asset Management
Illinois
$13.1M -$200K -346 -1%
MWM
1035
Mosley Wealth Management
California
$13.1M -$655K -1,116 -5%
BBNA
1036
Bremer Bank National Association
Minnesota
$13M -$219K -380 -2%
MFG
1037
Mosaic Financial Group
Illinois
$13M +$42.1K +73 +0.3%
JHCP
1038
Jackson Hole Capital Partners
Oklahoma
$13M -$940K -1,629 -7%
PNC
1039
Park National Corp
Ohio
$13M -$17.3K -30 -0.1%
BCM
1040
Becker Capital Management
Oregon
$13M -$190K -329 -1%
NSIM
1041
North Star Investment Management
Illinois
$13M +$28.3K +49 +0.2%
Nomura Asset Management
1042
Nomura Asset Management
Japan
$13M – – –
NWA
1043
New World Advisors
Massachusetts
$13M -$577 -1 -0%
OAM
1044
Ostrum Asset Management
France
$13M – – –
NRA
1045
NSI Retail Advisors
Pennsylvania
$13M +$13M +22,500 New
MWA
1046
Motive Wealth Advisors
Michigan
$13M – – –
LA
1047
Latitude Advisors
Florida
$12.9M -$1.09M -1,883 -8%
KWA
1048
Kingswood Wealth Advisors
California
$12.9M +$1.26M +2,189 +11%
EW
1049
Elyxium Wealth
California
$12.9M +$12.9M +22,325 New
CAM
1050
Concorde Asset Management
Michigan
$12.8M +$139K +241 +1%
40 41
42
43 44