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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 %
SIS
1376
Sound Income Strategies
Florida
$6.15M +$200K +346 +3%
FAM
1377
Forte Asset Management
New York
$6.13M +$73.3K +127 +1%
HFRG
1378
Houlihan Financial Resource Group
Virginia
$6.13M +$6.13M +10,628 New
RW
1379
Rede Wealth
Virginia
$6.1M +$39.2K +68 +0.6%
FHA
1380
Flagship Harbor Advisors
Massachusetts
$6.1M +$6.1M +10,568 New
CIA
1381
Compass Ion Advisors
Pennsylvania
$6.1M +$1.31M +2,278 +27%
CLOS
1382
Compagnie Lombard Odier SCmA
Switzerland
$6.08M +$400K +693 +7%
FCA
1383
FLC Capital Advisors
California
$6.07M -$62.3K -108 -1%
FMP
1384
Financial Management Professionals
Texas
$6.05M +$6M +10,395 +10,395%
MSAM
1385
Moloney Securities Asset Management
Missouri
$6.05M -$168K -292 -3%
SWA
1386
Strategies Wealth Advisors
Michigan
$6.05M -$145K -251 -2%
BPWM
1387
Badgley Phelps Wealth Managers
Washington
$6.02M -$238K -412 -4%
TFCP
1388
Twin Focus Capital Partners
Massachusetts
$6.02M +$35.2K +61 +0.6%
SMG
1389
Smart Money Group
Texas
$5.98M +$7.43K +13 +0.1%
PCA
1390
Prosperity Capital Advisors
Ohio
$5.95M +$391K +677 +7%
CWA
1391
CM Wealth Advisors
Ohio
$5.94M +$963K +1,669 +19%
TSW
1392
Three Seasons Wealth
Utah
$5.93M +$4.04K +7 +0.1%
ITB
1393
Idaho Trust Bank
Idaho
$5.93M -$474K -822 -7%
SFPG
1394
Stonebridge Financial Planning Group
Florida
$5.92M -$50.2K -87 -0.8%
QP
1395
Quartz Partners
New York
$5.9M +$5.9M +10,231 New
CC
1396
Cypress Capital
Tennessee
$5.88M -$4.14M -7,174 -41%
ESB
1397
Essex Savings Bank
Connecticut
$5.86M +$3.69M +6,393 +169%
EP
1398
Essential Planning
New Hampshire
$5.86M -$98.1K -170 -2%
SAM
1399
S.A. Mason
Michigan
$5.85M -$236K -410 -4%
BTWM
1400
Brass Tax Wealth Management
Ohio
$5.84M +$502K +870 +9%
54 55
56
57 58