IVV icon

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 %
PCM
1476
Presidio Capital Management
California
$4.89M -$446K -774 -8%
AWA
1477
Archvest Wealth Advisors
California
$4.86M +$516K +894 +12%
ZIC
1478
ZWJ Investment Counsel
Georgia
$4.83M -$1.3M -2,250 -21%
FFM
1479
Forum Financial Management
Illinois
$4.82M +$149K +259 +3%
NB
1480
NBT Bank
New York
$4.8M +$62.3K +108 +1%
TWP
1481
Tyche Wealth Partners
Texas
$4.8M +$147K +254 +3%
SWM
1482
Stockman Wealth Management
Montana
$4.8M -$24.2K -42 -0.5%
RWA
1483
Redhawk Wealth Advisors
Minnesota
$4.8M -$254K -441 -5%
PWPS
1484
Pinnacle Wealth Planning Services
Ohio
$4.8M -$305K -528 -6%
Jane Street
1485
Jane Street
New York
$4.79M -$4.43M -7,672 -48%
SSWG
1486
Seven Springs Wealth Group
Tennessee
$4.78M – – –
EL
1487
EWA LLC
Pennsylvania
$4.77M +$4.38M +7,348 +1,134%
TCG
1488
Transcendent Capital Group
Oklahoma
$4.76M -$1.48M -2,572 -24%
MCM
1489
Mitchell Capital Management
Kansas
$4.76M -$125K -216 -3%
SCM
1490
Shorepath Capital Management
Utah
$4.75M -$7.5K -13 -0.2%
HKIMG
1491
Hutchens & Kramer Investment Management Group
Indiana
$4.75M +$1.19M +2,087 +33%
BMC
1492
Bear Mountain Capital
Washington
$4.74M – – –
BBPWM
1493
Blue Bell Private Wealth Management
Pennsylvania
$4.73M -$202K -351 -4%
4WM
1494
49 Wealth Management
Texas
$4.73M -$53.6K -93 -1%
MCC
1495
Maiden Cove Capital
Maine
$4.73M -$332K -575 -7%
MCM
1496
Manchester Capital Management
Vermont
$4.73M -$6.47M -11,213 -58%
SFM
1497
Signet Financial Management
New Jersey
$4.72M -$31.1K -54 -0.7%
SJGA
1498
Stephen J. Garry & Associates
New York
$4.71M -$79.6K -138 -2%
MWPCG
1499
Measured Wealth Private Client Group
New Hampshire
$4.71M -$93.4K -162 -2%
RMAM
1500
Raab & Moskowitz Asset Management
New Jersey
$4.71M -$27.7K -48 -0.6%
58 59
60
61 62