IVV icon

iShares Core S&P 500 ETF

3,000 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 373 funds opening new positions, 1,261 increasing their positions, 1,038 reducing their positions, and 61 closing their positions.

Holders
3,000
Holders Change
+270
Holders Change %
+9.89%
% 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
373
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 %
NMIMC
101
Northwestern Mutual Investment Management Company
Wisconsin
$338M -$1.29M -2,700 -0.4%
CCM
102
Coldstream Capital Management
Washington
$335M +$13M +27,313 +4%
CFG
103
CKW Financial Group
Hawaii
$333M -$4.8M -10,056 -1%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$325M +$45.7M +95,625 +16%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$323M -$14.7M -30,814 -4%
HWA
106
Heritage Wealth Advisors
Virginia
$323M -$5.08M -10,627 -2%
NA
107
NewEdge Advisors
Louisiana
$317M +$24.5M +51,086 +8%
AHSW
108
Adventist Health System West
California
$312M
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$308M
CWM
110
Circle Wealth Management
New Jersey
$306M -$142M -297,082 -32%
SIC
111
Sigma Investment Counselors
Michigan
$304M -$7.22M -15,122 -2%
MMI
112
Matson Money Inc
Ohio
$296M +$8.84M +18,501 +3%
RIG
113
RiverFront Investment Group
Virginia
$293M -$3.72M -7,794 -1%
WA
114
Waverly Advisors
Alabama
$291M +$134M +280,653 +85%
TI
115
Truepoint Inc
Ohio
$289M -$3.53M -7,391 -1%
SAM
116
Simplify Asset Management
Nevada
$289M -$20.8M -43,468 -7%
State Street
117
State Street
Massachusetts
$287M -$12.2M -25,629 -4%
GF
118
Genworth Financial
Virginia
$287M
CWM
119
Cahaba Wealth Management
Georgia
$281M +$7.81M +16,349 +3%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$280M +$20.7M +43,396 +8%
MSA
121
Mason Street Advisors
Wisconsin
$276M -$8.12M -17,000 -3%
PIMJS
122
PKO Investment Management Joint-Stock
Poland
$271M +$10.3M +21,565 +4%
EH
123
Equitable Holdings
New York
$270M +$33.4M +69,851 +14%
Squarepoint
124
Squarepoint
New York
$263M +$263M +550,000 New
KAS
125
Kestra Advisory Services
Texas
$263M +$14.7M +30,877 +6%