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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 %
IC
1401
Iconiq Capital
California
$5.84M -$779K -1,350 -12%
CC
1402
Callan Capital
California
$5.83M +$20.8K +36 +0.4%
AWAU
1403
Alliance Wealth Advisors (Utah)
Utah
$5.81M +$554K +960 +11%
PP
1404
PFS Partners
New Jersey
$5.81M -$74.4K -129 -1%
NYLIM
1405
New York Life Investment Management
New York
$5.77M +$5.77M +10,009 New
OAS
1406
Optivise Advisory Services
Tennessee
$5.77M +$61.7K +107 +1%
EBA
1407
Eagle Bay Advisors
New York
$5.76M -$1.12M -1,946 -16%
PTP
1408
Platform Technology Partners
New York
$5.75M +$459K +796 +9%
JJBC
1409
James J. Burns & Company
New York
$5.73M -$36.9K -64 -0.6%
LWM
1410
Lakeridge Wealth Management
Ohio
$5.72M +$72.7K +126 +1%
FNBOO
1411
First National Bank of Omaha
Nebraska
$5.69M – – –
GWSG
1412
GPS Wealth Strategies Group
Colorado
$5.69M +$1.38M +2,386 +32%
LWMNY
1413
Landmark Wealth Management (New York)
New York
$5.66M +$5.66M +9,803 New
QCIG
1414
Quad-Cities Investment Group
Iowa
$5.64M -$163K -282 -3%
M
1415
MOTCO
Texas
$5.64M -$385K -667 -6%
AF
1416
Affiance Financial
Minnesota
$5.62M -$354K -613 -6%
LFAS
1417
Level Four Advisory Services
Texas
$5.62M +$853K +1,493 +18%
MFA
1418
Morling Financial Advisors
California
$5.61M +$2.31K +4 +0%
HB
1419
HTLF Bank
Colorado
$5.59M -$314K -545 -5%
BAMG
1420
Brand Asset Management Group
Missouri
$5.57M -$200K -346 -3%
CGPCS
1421
Capital Group Private Client Services
California
$5.57M +$280K +485 +5%
GA
1422
GSG Advisors
New Jersey
$5.57M -$174K -304 -3%
GIA
1423
Guyasuta Investment Advisors
Pennsylvania
$5.57M +$988K +1,713 +22%
LI
1424
LVZ Inc
Michigan
$5.55M -$287K -498 -5%
CAS
1425
Coppell Advisory Solutions
Texas
$5.55M -$132K -230 -2%
55 56
57
58 59