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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 %
AFS
1501
Access Financial Services
Minnesota
$4.7M – – –
FWP
1502
FAS Wealth Partners
Kansas
$4.69M +$1.41M +2,450 +43%
LWL
1503
Leo Wealth LLC
Texas
$4.69M -$260K -450 -5%
LA
1504
Lifeworks Advisors
Michigan
$4.67M +$3.41M +5,920 +273%
FPTW
1505
Franklin, Parlapiano, Turner & Welch
Texas
$4.66M – – –
WI
1506
Wintrust Investments
Illinois
$4.65M -$41.7M -72,272 -90%
PJSIMP
1507
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.65M -$51.3K -89 -1%
BFO
1508
Boston Family Office
Massachusetts
$4.63M -$2.88K -5 -0.1%
APC
1509
Asset Planning Corporation
Tennessee
$4.63M +$49.6K +86 +1%
WWM
1510
WJ Wealth Management
Arizona
$4.62M +$190K +330 +4%
SFO
1511
Stokes Family Office
Louisiana
$4.61M -$90K -156 -2%
JPWM
1512
Jamison Private Wealth Management
Georgia
$4.59M +$392K +679 +9%
RCM
1513
Ridgepath Capital Management
Tennessee
$4.58M +$1.73M +3,001 +61%
HIM
1514
Hanlon Investment Management
New Jersey
$4.58M -$121K -210 -3%
PFWA
1515
Paces Ferry Wealth Advisors
Georgia
$4.56M +$213K +370 +5%
EIP
1516
Ellis Investment Partners
Pennsylvania
$4.55M -$239K -414 -5%
JAG
1517
Journey Advisory Group
Kentucky
$4.54M – – –
AA
1518
Aufman Associates
Pennsylvania
$4.53M +$420K +728 +10%
VF
1519
VitalStone Financial
Texas
$4.53M +$17.3K +30 +0.4%
DIA
1520
Dana Investment Advisors
Wisconsin
$4.53M +$102K +176 +2%
MFG
1521
Magnus Financial Group
New York
$4.52M -$75.6K -131 -2%
SFG
1522
SNS Financial Group
Minnesota
$4.52M -$231K -400 -5%
CRI
1523
Colonial River Investments
Virginia
$4.5M +$20.8K +36 +0.5%
MAG
1524
M3 Advisory Group
Massachusetts
$4.49M +$267K +463 +6%
EA
1525
Everpar Advisors
Oklahoma
$4.49M +$730K +1,266 +19%
59 60
61
62 63