IVV icon

iShares Core S&P 500 ETF

3,001 hedge funds and large institutions have $295B invested in iShares Core S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 374 funds opening new positions, 1,261 increasing their positions, 1,038 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,001
Holders Change
+271
Holders Change %
+9.93%
% of All Funds
43.99%
Holding in Top 10
970
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+8.99%
% of All Funds
14.22%
New
374
Increased
1,261
Reduced
1,038
Closed
61
Calls
$499M
Puts
$484M
Net Calls
+$14.6M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
1451
BlueSky Wealth Advisors
North Carolina
$3.83M -$416K -870 -10%
CL
1452
CIM LLC
New York
$3.83M +$65.8K +129 +2%
SFG
1453
SNS Financial Group
Minnesota
$3.83M -$99.8K -209 -3%
MWA
1454
Motive Wealth Advisors
Michigan
$3.83M -$75K -157 -2%
Fisher Asset Management
1455
Fisher Asset Management
Washington
$3.82M +$383K +801 +11%
SIA
1456
Stegner Investment Associates
Kentucky
$3.81M -$84.1K -176 -2%
GIA
1457
Guyasuta Investment Advisors
Pennsylvania
$3.8M +$1.03M +2,160 +37%
JAG
1458
Journey Advisory Group
Kentucky
$3.79M +$89.8K +188 +2%
NB
1459
NBT Bank
New York
$3.79M +$3.51M +7,345 +1,249%
LWL
1460
Leo Wealth LLC
Texas
$3.78M +$3.78M +7,805 New
NHC
1461
Nicholas Hoffman & Company
Georgia
$3.78M +$134K +281 +4%
FHA
1462
Flagship Harbor Advisors
Massachusetts
$3.76M +$117K +245 +3%
EAM
1463
Evanson Asset Management
California
$3.75M -$73.1K -153 -2%
CWC
1464
Carolinas Wealth Consulting
North Carolina
$3.75M +$107K +225 +3%
SP
1465
Successful Portfolios
Florida
$3.73M +$64K +134 +2%
CCC
1466
Chelsea Counsel Company
California
$3.73M -$525K -1,100 -12%
PB
1467
Pinnacle Bancorp
Nebraska
$3.71M +$2.39K +5 +0.1%
WWM
1468
WJ Wealth Management
Arizona
$3.71M -$35.3K -74 -0.9%
NIM
1469
Northeast Investment Management
Massachusetts
$3.7M -$5.25K -11 -0.1%
SIS
1470
Sound Income Strategies
Florida
$3.69M +$2.82M +5,895 +323%
AWM
1471
Alterna Wealth Management
Texas
$3.68M -$268K -561 -7%
DIP
1472
DT Investment Partners
Pennsylvania
$3.66M +$3.37M +6,833 +1,168%
ZB
1473
Zions Bancorporation
Utah
$3.65M +$2.37M +4,963 +185%
EIP
1474
Ellis Investment Partners
Pennsylvania
$3.64M -$107K -225 -3%
CLOS
1475
Compagnie Lombard Odier SCmA
Switzerland
$3.64M -$58.3K -122 -2%