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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 %
RDIA
1101
RE Dickinson Investment Advisors
Iowa
$11.4M +$307K +533 +3%
SDAM
1102
Shulman DeMeo Asset Management
New York
$11.3M +$5.19K +9 +0%
PTC
1103
Private Trust Company
Ohio
$11.3M -$1.3M -2,250 -10%
IAG
1104
Investment Advisory Group
Massachusetts
$11.3M +$513K +889 +5%
HIA
1105
Harbor Investment Advisory
Maryland
$11.3M -$97.5K -169 -0.9%
MFG
1106
Mendota Financial Group
Wisconsin
$11.2M +$378K +655 +3%
PCS
1107
Private Client Services
Kentucky
$11.2M +$903K +1,566 +9%
BP
1108
BWM Planning
Texas
$11.2M +$11.2M +19,422 New
BCWM
1109
Bartlett & Co Wealth Management
Ohio
$11.2M -$425K -736 -4%
WF
1110
Wayfinding Financial
Washington
$11.2M -$369K -639 -3%
SB
1111
Strategic Blueprint
Georgia
$11.2M +$134K +233 +1%
FWP
1112
Firethorn Wealth Partners
Georgia
$11.2M -$2.21M -3,829 -17%
NAS
1113
Nicolet Advisory Services
Wisconsin
$11.2M -$284K -498 -2%
CC
1114
Chicago Capital
Illinois
$11.1M +$555K +963 +5%
SS
1115
Sound Stewardship
Kansas
$11.1M +$123K +213 +1%
BHWM
1116
Beaird Harris Wealth Management
Texas
$11M +$271K +470 +3%
MPM
1117
Meritage Portfolio Management
Kansas
$11M +$150K +260 +1%
GWM
1118
Greenhouse Wealth Management
Connecticut
$11M +$31.1K +54 +0.3%
IA
1119
IFG Advisory
Georgia
$11M -$1.29M -2,239 -11%
CWM
1120
Connecticut Wealth Management
Connecticut
$11M +$69.8K +121 +0.6%
I2I
1121
Insight 2811 Inc
Illinois
$10.9M +$460K +797 +4%
CF
1122
Copperwynd Financial
Arizona
$10.9M +$737K +1,277 +7%
SHFA
1123
SC&H Financial Advisors
Maryland
$10.9M -$106K -183 -1%
HT
1124
Headlands Technologies
Illinois
$10.9M +$5.49M +9,526 +103%
MSFS
1125
Main Street Financial Solutions
Pennsylvania
$10.8M +$365K +633 +3%
43 44
45
46 47