IVV icon

iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1101
MY Wealth Management
Maryland
$8.77M +$2.56M +5,363 +41%
MSA
1102
Marathon Strategic Advisors
Pennsylvania
$8.75M +$8.75M +18,324 New
SAM
1103
Silvercrest Asset Management
New York
$8.74M +$260K +545 +3%
MPM
1104
Meritage Portfolio Management
Kansas
$8.74M -$955 -2 -0%
HWP
1105
Heritage Wealth Partners
Ohio
$8.72M -$1.02M -2,131 -10%
AAMC
1106
Asset Allocation & Management Company
Illinois
$8.7M
SAG
1107
Spotlight Asset Group
Illinois
$8.69M
CWA
1108
Centennial Wealth Advisory
Michigan
$8.69M -$2.18M -4,561 -20%
GM
1109
GeoWealth Management
Illinois
$8.69M +$319K +667 +4%
FGAM
1110
Financial Gravity Asset Management
Texas
$8.68M +$233K +14,997 +3%
OCBCO
1111
Oversea-Chinese Banking Corp (OCBC)
Singapore
$8.65M +$3.27M +6,851 +61%
TPWA
1112
Twin Peaks Wealth Advisors
California
$8.64M +$8.64M +18,087 New
ANBT
1113
American National Bank & Trust
Texas
$8.63M +$376K +787 +5%
MSFS
1114
Main Street Financial Solutions
Pennsylvania
$8.63M +$57.8K +121 +0.7%
IAIM
1115
International Assets Investment Management
Florida
$8.63M -$1.06M -2,218 -11%
MMRF
1116
Michelson Medical Research Foundation
California
$8.59M
SL
1117
Sentry LLC
Tennessee
$8.58M -$18.6K -39 -0.2%
LFAS
1118
Level Four Advisory Services
Texas
$8.54M -$151K -317 -2%
NWA
1119
New World Advisors
Massachusetts
$8.48M +$382K +799 +5%
ICP
1120
Interchange Capital Partners
Pennsylvania
$8.46M +$446K +930 +6%
CSPIA
1121
Cary Street Partners Investment Advisory
Virginia
$8.44M +$3.4M +7,115 +67%
TW
1122
TritonPoint Wealth
Maryland
$8.43M +$8.43M +17,646 New
AA
1123
Argent Advisors
Louisiana
$8.42M -$1.76M -3,695 -17%
AWA
1124
Aletheian Wealth Advisors
Washington
$8.37M -$74.5K -156 -0.9%
CC
1125
Chicago Capital
Illinois
$8.33M +$168K +352 +2%