IVV icon

iShares Core S&P 500 ETF

3,066 hedge funds and large institutions have $334B invested in iShares Core S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 1,304 increasing their positions, 1,212 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,066
Holders Change
+65
Holders Change %
+2.17%
% of All Funds
44.44%
Holding in Top 10
996
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.68%
% of All Funds
14.44%
New
197
Increased
1,304
Reduced
1,212
Closed
91
Calls
$416M
Puts
$325M
Net Calls
+$90.2M
Net Calls Change
+$75.6M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
1326
Nations Financial Group
Iowa
$6.02M +$252K +480 +4%
IIC
1327
Ironwood Investment Counsel
Arizona
$6M +$349K +663 +6%
WP
1328
Westmount Partners
California
$6M +$517K +983 +9%
HNB
1329
Hilltop National Bank
Wyoming
$5.97M +$5.97M +11,363 New
PAI
1330
Pittenger & Anderson Inc
Nebraska
$5.96M -$36.8K -70 -0.6%
IFA
1331
Index Fund Advisors
California
$5.96M +$33.1K +63 +0.6%
LIA
1332
LifePlan Investment Advisors
North Carolina
$5.96M -$1.2M -2,275 -17%
CWM
1333
Certus Wealth Management
California
$5.96M +$96.6K +188 +2%
GPA
1334
Garrison Point Advisors
California
$5.95M +$720K +1,369 +14%
HT
1335
Heritage Trust
Oklahoma
$5.95M +$101K +193 +2%
BFA
1336
BBJS Financial Advisors
Washington
$5.93M -$2.17M -4,121 -27%
SWA
1337
Strategies Wealth Advisors
Michigan
$5.93M +$175K +332 +3%
SAM
1338
Smartleaf Asset Management
Massachusetts
$5.92M +$2.4M +4,572 +68%
AWM
1339
Able Wealth Management
New Jersey
$5.9M +$34.2K +65 +0.6%
BPWM
1340
Badgley Phelps Wealth Managers
Washington
$5.87M +$2.63K +5 +0%
GLLW
1341
Graves Light Lenhart Wealth
Virginia
$5.87M -$25.8K -49 -0.4%
AC
1342
AWM Capital
Arizona
$5.84M +$3.31M +6,301 +131%
NCM
1343
Nelson Capital Management
California
$5.84M -$4.94M -9,393 -46%
QWM
1344
Quadcap Wealth Management
Texas
$5.83M -$126K -239 -2%
TC
1345
Toews Corporation
New Jersey
$5.78M +$5.78M +11,000 New
BCA
1346
Bray Capital Advisors
Florida
$5.76M -$132K -252 -2%
TCG
1347
Transcendent Capital Group
Oklahoma
$5.75M +$1.14M +2,160 +25%
NB
1348
Nicolet Bankshares
Wisconsin
$5.74M +$57.8K +110 +1%
WB
1349
West Bancorporation
Iowa
$5.72M +$92K +175 +2%
ASW
1350
Astoria Strategic Wealth
Texas
$5.72M +$174K +331 +3%