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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 %
STA
1226
Summit Trail Advisors
New York
$8.54M +$1.1M +1,900 +15%
Calamos Advisors
1227
Calamos Advisors
Illinois
$8.54M -$76.1K -132 -0.9%
SAW
1228
Signal Advisors Wealth
Michigan
$8.5M +$8.01M +13,884 +1,624%
SWP
1229
Strategic Wealth Partners
Ohio
$8.5M -$915K -1,586 -10%
CAM
1230
Campion Asset Management
Virginia
$8.49M +$836K +1,450 +11%
FHC
1231
First Heartland Consultants
Missouri
$8.46M +$206K +357 +2%
LCWP
1232
Legacy Capital Wealth Partners
Arkansas
$8.44M -$87.1K -151 -1%
CA
1233
Claro Advisors
Massachusetts
$8.42M +$602K +1,043 +8%
CWA
1234
Canvas Wealth Advisors
Kansas
$8.39M +$981K +1,701 +13%
MC
1235
Moors & Cabot
Massachusetts
$8.38M +$249K +432 +3%
BBWP
1236
Beacon Bridge Wealth Partners
Pennsylvania
$8.36M +$497K +862 +6%
BW
1237
BIP Wealth
Georgia
$8.35M +$583K +1,010 +7%
WA
1238
Westfuller Advisors
New York
$8.34M +$8.34M +14,465 New
WB
1239
West Bancorporation
Iowa
$8.34M +$1.31M +2,275 +19%
EP
1240
Edgestream Partners
New Jersey
$8.34M +$1.11M +1,928 +15%
KW
1241
KWB Wealth
California
$8.29M +$37.2K +68 +0.5%
9WM
1242
9258 Wealth Management
Ohio
$8.28M -$6.35K -11 -0.1%
CA
1243
Cornerstone Advisors
North Carolina
$8.25M +$8.25M +14,300 New
JIP
1244
Jaffetilchin Investment Partners
Florida
$8.21M -$137K -238 -2%
QC
1245
Quent Capital
New York
$8.2M +$2.31K +4 +0%
FAIM
1246
Financial Advocates Investment Management
Washington
$8.19M -$914K -2,079 -10%
EFN
1247
Equita Financial Network
Pennsylvania
$8.09M -$290K -502 -3%
FCA
1248
Fortis Capital Advisors
Kansas
$8.08M +$7.05M +12,218 +685%
NG
1249
NatWest Group
United Kingdom
$8.07M – – –
NFG
1250
Nations Financial Group
Iowa
$8.05M +$578K +1,002 +8%
48 49
50
51 52