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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 %
JIC
1301
Joel Isaacson & Co
New York
$7.16M +$106K +183 +1%
CWM
1302
C2C Wealth Management
Arizona
$7.14M +$118K +207 +2%
CFG
1303
Cooper Financial Group
California
$7.12M -$835K -1,447 -10%
BB
1304
Busey Bank
Illinois
$7.12M +$354K +614 +5%
ACP
1305
Arcus Capital Partners
Georgia
$7.11M -$3.2M -5,546 -31%
RCM
1306
Raleigh Capital Management
North Carolina
$7.11M -$366K -635 -5%
WAL
1307
W Advisors LLC
Tennessee
$7.09M +$159K +276 +2%
AWA
1308
Arete Wealth Advisors
Illinois
$7.08M -$4.71M -8,190 -40%
SWA
1309
Strata Wealth Advisors
Texas
$7.08M -$175K -304 -2%
BFC
1310
Bedel Financial Consulting
Indiana
$7.07M +$265K +459 +4%
CCG
1311
Catalina Capital Group
California
$7.06M +$149K +259 +2%
MCC
1312
Money Concepts Capital
Florida
$7.06M +$398K +690 +6%
AAS
1313
Annex Advisory Services
Wisconsin
$7.04M -$123K -214 -2%
WAOI
1314
Wealth Advisors of Iowa
Iowa
$7.04M +$7.04M +12,199 New
ICP
1315
Interchange Capital Partners
Pennsylvania
$7.03M -$353K -612 -5%
NC
1316
NovaPoint Capital
Georgia
$7.03M +$1.9M +3,287 +37%
WT
1317
Washington Trust
Rhode Island
$7.02M -$195K -338 -3%
AWA
1318
Aletheian Wealth Advisors
Washington
$7M -$3.08M -5,341 -31%
SI
1319
Stephens Inc
Arkansas
$6.99M +$1.16M +2,009 +20%
TC
1320
Trust Company
Kansas
$6.97M +$11.5K +20 +0.2%
PI
1321
PineBridge Investments
New York
$6.97M -$346K -600 -5%
ARC
1322
Advisor Resource Council
Texas
$6.91M +$6.91M +11,985 New
TWA
1323
TCI Wealth Advisors
Arizona
$6.91M -$97.5K -169 -1%
NCFG
1324
New Century Financial Group
New Jersey
$6.91M +$99.8K +173 +1%
CWC
1325
Carolinas Wealth Consulting
North Carolina
$6.91M -$45K -78 -0.6%
51 52
53
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