IVV icon

iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
IIC
1351
Ironwood Investment Counsel
Arizona
$6.51M +$57.1K +99 +0.9%
EA
1352
Emerald Advisors
Washington
$6.47M +$82.8K +141 +1%
BL
1353
BFSG LLC
California
$6.46M -$344K -597 -5%
HNB
1354
Hilltop National Bank
Wyoming
$6.44M -$93.4K -162 -1%
CCA
1355
Carrera Capital Advisors
Michigan
$6.43M +$303K +526 +5%
AWM
1356
Able Wealth Management
New Jersey
$6.43M +$81.3K +141 +1%
LSPW
1357
Lake Street Private Wealth
Illinois
$6.42M -$848K -1,470 -12%
TWP
1358
Tempus Wealth Planning
California
$6.41M -$341K -592 -5%
GLLW
1359
Graves Light Lenhart Wealth
Virginia
$6.4M -$6.35K -11 -0.1%
IFA
1360
Index Fund Advisors
California
$6.39M -$21.9K -38 -0.3%
CWP
1361
Curated Wealth Partners
California
$6.39M +$79.6K +138 +1%
GWP
1362
Gen-Wealth Partners
Michigan
$6.38M +$398K +683 +7%
BWA
1363
BlueChip Wealth Advisors
Georgia
$6.35M +$381K +660 +6%
ASW
1364
Astoria Strategic Wealth
Texas
$6.35M -$165K -286 -3%
NB
1365
Nicolet Bankshares
Wisconsin
$6.33M -$2.31K -4 -0%
EFG
1366
Ethos Financial Group
Pennsylvania
$6.33M +$129K +223 +2%
CCA
1367
Cadent Capital Advisors
Oklahoma
$6.31M -$512K -887 -8%
NWMG
1368
National Wealth Management Group
Ohio
$6.3M +$699K +1,212 +12%
SIC
1369
Salem Investment Counselors
North Carolina
$6.23M +$315K +546 +5%
CT
1370
Clearstead Trust
Maine
$6.21M +$393K +682 +7%
Polen Capital Management
1371
Polen Capital Management
Florida
$6.2M +$6.2M +10,746 New
BFA
1372
BBJS Financial Advisors
Washington
$6.19M +$7.5K +13 +0.1%
DWP
1373
Daymark Wealth Partners
Ohio
$6.19M +$70.4K +122 +1%
NP
1374
Nilsine Partners
Colorado
$6.16M -$61.7K -107 -1%
JSL
1375
JT Stratford LLC
Georgia
$6.15M -$238K -412 -4%