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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 %
LCC
1526
Lincoln Capital Corp
Rhode Island
$4.48M -$87.7K -152 -2%
AA
1527
Auxano Advisors
Washington
$4.46M +$577 +1 +0%
WCG
1528
Weaver Consulting Group
California
$4.44M -$38.6K -67 -0.9%
IDA
1529
Intelligence Driven Advisers
California
$4.44M -$4.04K -7 -0.1%
D
1530
Dentgroup
Louisiana
$4.44M -$48.5K -84 -1%
SCA
1531
Sage Capital Advisors
South Dakota
$4.42M +$198K +343 +5%
NRG
1532
Nemes Rush Group
Michigan
$4.42M +$665K +1,264 +18%
MCI
1533
MRP Capital Investments
Georgia
$4.41M -$593K -1,028 -12%
TCM
1534
Triumph Capital Management
Colorado
$4.41M -$40.4K -70 -0.9%
HIP
1535
HUB Investment Partners
Texas
$4.4M -$9.81M -17,002 -69%
CCWM
1536
Cassaday & Co Wealth Management
Virginia
$4.38M +$13.8K +24 +0.3%
ZF
1537
Zega Financial
Florida
$4.38M -$61.7K -107 -1%
NIM
1538
Northeast Investment Management
Massachusetts
$4.38M – – –
QCM
1539
QRG Capital Management
Illinois
$4.37M +$186K +322 +4%
Russell Investments Group
1540
Russell Investments Group
United Kingdom
$4.36M +$2.29M +3,974 +111%
RA
1541
Ruggaard & Associates
Ohio
$4.36M +$64K +111 +1%
SIA
1542
Stegner Investment Associates
Kentucky
$4.35M -$155K -268 -3%
HBWM
1543
Hollow Brook Wealth Management
New York
$4.35M – – –
AFA
1544
AA Financial Advisors
Ohio
$4.35M +$137K +237 +3%
FP
1545
Fiduciary Planning
Florida
$4.35M +$179K +311 +4%
WEG
1546
World Equity Group
Illinois
$4.32M -$235K -407 -5%
ASFA
1547
All Season Financial Advisors
Colorado
$4.31M -$314K -545 -7%
PIA
1548
Pinion Investment Advisors
Kansas
$4.28M +$2.75M +4,774 +181%
NEPWA
1549
New England Private Wealth Advisors
Massachusetts
$4.27M +$4.62K +8 +0.1%
PWG
1550
Portside Wealth Group
Utah
$4.27M -$78.5K -136 -2%
60 61
62
63 64