IVV icon

iShares Core S&P 500 ETF

2,662 hedge funds and large institutions have $217B invested in iShares Core S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,038 increasing their positions, 1,130 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,662
Holders Change
-11
Holders Change %
-0.41%
% of All Funds
42.61%
Holding in Top 10
845
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-0.59%
% of All Funds
13.52%
New
159
Increased
1,038
Reduced
1,130
Closed
109
Calls
$247M
Puts
$111M
Net Calls
+$136M
Net Calls Change
-$93.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
1151
Barrett & Company
Rhode Island
$4.8M -$78.9K -192 -2%
FCA
1152
FLC Capital Advisors
California
$4.8M -$211K -513 -4%
PAM
1153
PVG Asset Management
Colorado
$4.78M +$1.24M +3,018 +35%
CAM
1154
Campion Asset Management
Virginia
$4.77M +$51.8K +126 +1%
LSA
1155
Lansing Street Advisors
Pennsylvania
$4.74M -$353K -858 -7%
PP
1156
PFS Partners
New Jersey
$4.72M +$22.2K +54 +0.5%
MWM
1157
Mission Wealth Management
California
$4.72M +$72.8K +177 +2%
DWM
1158
Dakota Wealth Management
Florida
$4.72M -$769K -1,871 -14%
VP
1159
Verum Partners
North Carolina
$4.7M -$23K -56 -0.5%
SAM
1160
S.A. Mason
Michigan
$4.69M -$126K -306 -3%
RC
1161
Roundview Capital
New Jersey
$4.68M +$66.6K +162 +1%
PIA
1162
Perennial Investment Advisors
California
$4.67M +$1.76M +4,286 +60%
WPC
1163
Wedmont Private Capital
Pennsylvania
$4.67M -$383K -930 -8%
CIC
1164
Cutler Investment Counsel
Oregon
$4.66M -$877K -2,134 -16%
IFA
1165
Index Fund Advisors
California
$4.65M +$26.3K +64 +0.6%
RDIA
1166
RE Dickinson Investment Advisors
Iowa
$4.65M -$1.63M -3,975 -26%
CA
1167
Claro Advisors
Massachusetts
$4.65M -$255K -621 -5%
AF
1168
Advisornet Financial
Minnesota
$4.64M +$5.76K +14 +0.1%
JJBC
1169
James J. Burns & Company
New York
$4.63M +$3.97M +9,667 +605%
GLLW
1170
Graves Light Lenhart Wealth
Virginia
$4.63M -$145K -353 -3%
SAM
1171
Smithbridge Asset Management
Pennsylvania
$4.6M -$747K -1,817 -14%
CPW
1172
Catalyst Private Wealth
California
$4.59M +$240K +584 +6%
WAL
1173
W Advisors LLC
Tennessee
$4.58M -$275K -670 -6%
MFA
1174
Morling Financial Advisors
California
$4.57M -$48.1K -117 -1%
NP
1175
Nilsine Partners
Colorado
$4.54M +$4.54M +11,032 New