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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 %
CFG
1076
Cosner Financial Group
Colorado
$12.1M -$19K -33 -0.2%
WP
1077
WealthPLAN Partners
Nebraska
$12M -$1.44M -2,494 -11%
SR
1078
Syntax Research
Florida
$12M +$149K +259 +1%
MPW
1079
MA Private Wealth
California
$12M -$504K -874 -4%
Fiera Capital (Canada)
1080
Fiera Capital (Canada)
Quebec, Canada
$12M +$38.6K +67 +0.3%
DI
1081
DAGCO Inc
Ohio
$12M +$383K +664 +3%
TW
1082
TritonPoint Wealth
Maryland
$12M -$1.58M -2,744 -12%
OSAM
1083
O'Shaughnessy Asset Management
Connecticut
$11.9M +$766K +1,304 +7%
HGWM
1084
Horst & Graben Wealth Management
Oregon
$11.9M +$341K +591 +3%
BFA
1085
Bright Financial Advisors
Michigan
$11.9M +$324K +561 +3%
CASB
1086
Cape Ann Savings Bank
Massachusetts
$11.9M +$1.61M +2,788 +16%
CWM
1087
Congress Wealth Management
Massachusetts
$11.8M +$1.2M +2,077 +11%
UB
1088
Umpqua Bank
Oregon
$11.8M +$997K +1,728 +9%
FFP
1089
Forbes Financial Planning
Rhode Island
$11.8M +$31.7K +55 +0.3%
EWA
1090
EverSource Wealth Advisors
Alabama
$11.7M +$560K +971 +5%
TPWA
1091
Twin Peaks Wealth Advisors
California
$11.7M +$553K +959 +5%
LI
1092
Louisbourg Investments
New Brunswick, Canada
$11.7M -$230K -398 -2%
PCP
1093
Proficio Capital Partners
Massachusetts
$11.6M -$3.02M -5,237 -21%
RTL
1094
Red Tortoise LLC
Georgia
$11.6M -$257K -445 -2%
ODIJL
1095
One Day In July LLC
Vermont
$11.6M -$1.24M -2,158 -10%
MWM
1096
Merriman Wealth Management
Washington
$11.6M +$865K +1,499 +8%
GCM
1097
Granby Capital Management
Florida
$11.5M – – –
BI
1098
Berkeley Inc
Idaho
$11.5M +$5.72M +9,911 +99%
NAG
1099
Northstar Advisory Group
New Jersey
$11.5M -$7.46M -12,931 -39%
ACA
1100
Aptus Capital Advisors
Alabama
$11.4M +$8.56M +14,842 +305%
42 43
44
45 46