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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 %
MCWA
1126
Meadow Creek Wealth Advisors
Georgia
$10.8M +$3.21M +5,565 +42%
WMP
1127
Wealth Management Partners
Arizona
$10.8M -$1.07M -1,857 -9%
MOS
1128
MGO One Seven
Ohio
$10.8M -$323K -560 -3%
TBC
1129
Ted Buchan & Co
California
$10.8M +$3.22M +5,580 +43%
VWM
1130
Venturi Wealth Management
Texas
$10.8M -$275K -477 -2%
MIA
1131
Milestone Investment Advisors
Wisconsin
$10.7M +$2M +3,461 +23%
YIA
1132
YHB Investment Advisors
Connecticut
$10.7M +$361K +626 +3%
PAMG
1133
Patton Albertson Miller Group
Tennessee
$10.7M +$195K +338 +2%
SFI
1134
SPC Financial Inc
Maryland
$10.7M +$1.06M +1,837 +11%
RWP
1135
Revolve Wealth Partners
New Jersey
$10.6M -$87.7K -152 -0.8%
WPC
1136
Waters Parkerson & Co
Louisiana
$10.6M +$3.76M +6,517 +55%
ANBT
1137
American National Bank & Trust
Texas
$10.5M -$325K -563 -3%
SB
1138
Simmons Bank
Arkansas
$10.5M +$6.35K +11 +0.1%
WF
1139
Welch & Forbes
Massachusetts
$10.4M +$1.19M +2,067 +13%
CCP
1140
Cassia Capital Partners
North Carolina
$10.3M -$433K -750 -4%
AM
1141
AGF Management
Ontario, Canada
$10.3M -$219K -380 -2%
TCM
1142
Telos Capital Management
California
$10.3M -$530K -918 -5%
MWAM
1143
Manhattan West Asset Management
California
$10.3M -$141K -245 -1%
NP
1144
NorthRock Partners
Minnesota
$10.3M -$53.1K -92 -0.5%
VCA
1145
Verdence Capital Advisors
Maryland
$10.3M +$194K +337 +2%
SAM
1146
Silvercrest Asset Management
New York
$10.2M -$34K -59 -0.3%
WMA
1147
Wealth Management Associates
New Jersey
$10.2M +$64K +111 +0.6%
WG
1148
Welch Group
Alabama
$10.2M +$24.8K +43 +0.2%
BWP
1149
Baldwin Wealth Partners
Massachusetts
$10.2M +$1.08M +1,874 +12%
SL
1150
Sentry LLC
Tennessee
$10.1M -$149K -258 -1%
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46
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