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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

3,181 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
3,181
Holders Change
+86
Holders Change %
+2.78%
% of All Funds
46.01%
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
1
Bank of America
North Carolina
$14.5B
2
Squarepoint
2
Squarepoint
New York
$5.65B
3
Morgan Stanley
3
Morgan Stanley
New York
$14.4B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$12.1B
5
BlackRock
5
BlackRock
New York
$39.5B

Top Sellers

1
CM
1
Capula Management
Cayman Islands
$0
2
SFC
2
Strategic Financial Concepts
Texas
$2.06M
3
SWM
3
Scissortail Wealth Management
Oklahoma
$14.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20B
5
LWM
5
Liberty Wealth Management
California
$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
101
NewEdge Advisors
Louisiana
$432M +$21.4M +37,104 +5%
SAM
102
Simplify Asset Management
Nevada
$429M +$24.2M +42,003 +6%
UMC
103
UNC Management Company
North Carolina
$428M +$428M +741,832 New
NMIMC
104
Northwestern Mutual Investment Management Company
Wisconsin
$425M +$303M +525,700 +249%
Stifel Financial
105
Stifel Financial
Missouri
$419M -$16.6M -28,817 -4%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$414M +$17M +29,447 +4%
BBHC
107
Brown Brothers Harriman & Co
New York
$410M +$85.6M +148,435 +26%
SGI
108
Swan Global Investments
Colorado
$410M -$2.31M -4,000 -0.6%
Voloridge Investment Management
109
Voloridge Investment Management
Florida
$401M +$401M +696,000 New
CFG
110
CKW Financial Group
Hawaii
$391M +$430K +753 +0.1%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$387M +$30.8M +53,415 +9%
Allspring Global Investments
112
Allspring Global Investments
North Carolina
$383M -$58.9M -102,105 -13%
PA
113
Parallel Advisors
California
$379M +$10.8M +18,716 +3%
CWM
114
Circle Wealth Management
New Jersey
$378M +$163K +282 +0%
SIC
115
Sigma Investment Counselors
Michigan
$377M +$5M +8,662 +1%
AHSW
116
Adventist Health System West
California
$377M – – –
NAM
117
Nissay Asset Management
Japan
$375M +$136M +236,527 +57%
DWM
118
Dynasty Wealth Management
Florida
$369M -$9.83M -17,043 -3%
RIG
119
RiverFront Investment Group
Virginia
$369M +$8.35M +14,472 +2%
HWA
120
Heritage Wealth Advisors
Virginia
$367M -$5.24M -9,087 -1%
EW
121
Evoke Wealth
California
$365M +$364M +630,510 +39,730%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$359M -$13.5M -23,629 -4%
MMI
123
Matson Money Inc
Ohio
$358M – – –
CWM
124
Cahaba Wealth Management
Georgia
$357M +$1.86M +3,219 +0.5%
Barclays
125
Barclays
United Kingdom
$356M +$324M +561,132 +1,001%
3 4
5
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