IVV icon

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 %
SMAM
1176
Sugar Maple Asset Management
Wisconsin
$9.6M +$787K +1,365 +9%
NS
1177
NBC Securities
Alabama
$9.6M -$1.42M -2,464 -13%
KCM
1178
Kennicott Capital Management
California
$9.57M +$259K +449 +3%
JA
1179
JVL Associates
Michigan
$9.53M +$326K +566 +4%
BWM
1180
Boyd Wealth Management
California
$9.53M -$28.8K -50 -0.3%
MW
1181
Maia Wealth
Colorado
$9.48M +$652K +1,120 +7%
Capital Fund Management (CFM)
1182
Capital Fund Management (CFM)
France
$9.46M +$9.46M +16,400 New
MCM
1183
MidAtlantic Capital Management
Virginia
$9.36M +$862K +1,495 +10%
CA
1184
Continuum Advisory
Idaho
$9.36M -$96K -161 -1%
AAMC
1185
Asset Allocation & Management Company
Illinois
$9.3M -$592K -1,026 -6%
RWI
1186
Red Wave Investments
Pennsylvania
$9.28M -$116K -201 -1%
TA
1187
TFB Advisors
Kansas
$9.28M +$5.21M +9,038 +128%
GP
1188
Geneva Partners
Wisconsin
$9.27M +$175K +304 +2%
CRI
1189
Commonwealth Retirement Investments
Virginia
$9.19M +$100K +174 +1%
CFSG
1190
Community Financial Services Group
Vermont
$9.16M -$300K -520 -3%
MLA
1191
My Legacy Advisors
Oregon
$9.16M -$2.92M -5,064 -24%
PMFA
1192
Plante Moran Financial Advisors
Michigan
$9.14M +$123K +213 +1%
LC
1193
Lindbrook Capital
California
$9.14M +$5.24M +9,079 +134%
CD
1194
Chapin Davis
Maryland
$9.11M +$253K +438 +3%
SC
1195
Solstein Capital
California
$9.11M +$9.11M +15,798 New
NPT
1196
Nixon Peabody Trust
Massachusetts
$9.1M +$9.1M +15,783 New
NFC
1197
Northeast Financial Consultants
Connecticut
$9.1M +$239K +415 +3%
MWM
1198
MinichMacGregor Wealth Management
New York
$9.1M -$268K -465 -3%
EI
1199
Ellevest Inc
New York
$9.09M -$27.7K -48 -0.3%
UOTTAIMCU
1200
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$9.06M +$112K +194 +1%
46 47
48
49 50