IVV icon

iShares Core S&P 500 ETF

3,065 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
3,065
Holders Change
+65
Holders Change %
+2.17%
% of All Funds
44.43%
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 %
PIMJS
126
PKO Investment Management Joint-Stock
Poland
$305M +$5.7M +10,788 +2%
MSA
127
Mason Street Advisors
Wisconsin
$304M
SWM
128
Spire Wealth Management
Virginia
$300M -$11.6M -10,811 -4%
BCI
129
Brinker Capital Investments
Pennsylvania
$298M +$298M +566,533 New
OPS
130
Orion Portfolio Solutions
Nebraska
$298M +$298M +566,533 New
State Street
131
State Street
Massachusetts
$295M -$21.1M -40,154 -7%
EH
132
Equitable Holdings
New York
$294M -$3.48M -6,623 -1%
SLF
133
Sun Life Financial
Ontario, Canada
$290M +$261M +496,521 +911%
UB
134
UMB Bank
Missouri
$286M +$8.34M +15,867 +3%
FCH
135
Freestone Capital Holdings
Washington
$286M +$3.32M +6,308 +1%
DWM
136
Dynasty Wealth Management
Florida
$274M +$274M +521,089 New
QWP
137
Quotient Wealth Partners
Texas
$270M +$13.9M +26,489 +5%
SLI
138
Sumitomo Life Insurance
Japan
$267M +$267M +555,000 New
COCM
139
Charter Oak Capital Management
New Hampshire
$265M +$5.07M +9,644 +2%
AWS
140
Atria Wealth Solutions
New York
$264M -$14.5M -27,606 -5%
KA
141
Klingman & Associates
New York
$264M +$3.45M +6,559 +1%
LWMT
142
Legacy Wealth Management (Tennessee)
Tennessee
$256M +$255M +485,503 +35,156%
PA
143
Parallel Advisors
California
$256M +$8.34M +15,860 +3%
HCC
144
Hirtle Callaghan & Co
Pennsylvania
$251M +$192M +365,118 +325%
AWE
145
Avidian Wealth Enterprises
Texas
$251M -$4.77M -9,079 -2%
BBHC
146
Brown Brothers Harriman & Co
New York
$248M +$32.9M +62,630 +15%
HHGA
147
Halbert Hargrove Global Advisors
California
$247M -$6.83M -12,999 -3%
Barclays
148
Barclays
United Kingdom
$240M +$212M +402,892 +744%
LIA
149
LBMC Investment Advisors
Tennessee
$236M -$4.84M -9,200 -2%
MGIA
150
Moneta Group Investment Advisors
Missouri
$231M +$36.8M +70,013 +19%