IVV icon

iShares Core S&P 500 ETF

3,066 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
3,066
Holders Change
+65
Holders Change %
+2.17%
% of All Funds
44.44%
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 %
IAA
1576
Independent Advisor Alliance
North Carolina
$3.45M -$128K -244 -4%
WFA
1577
WestHill Financial Advisors
California
$3.44M -$58.4K -111 -2%
CBT
1578
CoreFirst Bank & Trust
Kansas
$3.44M +$927K +1,764 +37%
MAM
1579
Madison Asset Management
Wisconsin
$3.44M +$77.8K +148 +2%
LWM
1580
Lyell Wealth Management
California
$3.44M +$576K +1,095 +20%
CSWM
1581
Cassady Schiller Wealth Management
Ohio
$3.44M -$17.3K -33 -0.5%
TCOTS
1582
Trust Company of the South
North Carolina
$3.43M -$146K -277 -4%
Vontobel Holding
1583
Vontobel Holding
Switzerland
$3.43M -$953K -1,813 -22%
FWTB
1584
First Western Trust Bank
Colorado
$3.43M -$143K -272 -4%
FFB
1585
First Financial Bankshares
Texas
$3.42M -$3.53M -6,723 -51%
SCG
1586
Sonata Capital Group
Washington
$3.41M +$86.7K +165 +3%
OFS
1587
Oldfather Financial Services
Nebraska
$3.41M -$47.3K -90 -1%
WCM
1588
Wealthcare Capital Management
Virginia
$3.41M -$425K -809 -11%
APC
1589
Aspire Private Capital
North Carolina
$3.4M -$822K -1,563 -19%
VF
1590
VitalStone Financial
Texas
$3.4M +$1.81M +3,446 +114%
CA
1591
CSM Advisors
Pennsylvania
$3.38M -$1.91M -3,630 -36%
HIF
1592
Hill Island Financial
Michigan
$3.37M -$465K -884 -12%
SC
1593
Sepio Capital
Utah
$3.37M +$1.05K +2 +0%
MWM
1594
Mattern Wealth Management
Kansas
$3.36M -$5.78K -11 -0.2%
RBC
1595
Romano Brothers & Co
Illinois
$3.35M +$260K +495 +8%
RT
1596
Rockland Trust
Massachusetts
$3.34M -$43.1K -82 -1%
ASFA
1597
All Season Financial Advisors
Colorado
$3.34M +$313K +596 +10%
CCM
1598
Condor Capital Management
New Jersey
$3.34M -$47.3K -90 -1%
LSA
1599
Lansing Street Advisors
Pennsylvania
$3.33M -$130K -247 -4%
RG
1600
Retirement Group
California
$3.33M -$4.21K -8 -0.1%