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 %
CSIC
1601
Clifford Swan Investment Counsel
California
$3.31M +$200K +380 +6%
KHC
1602
Koesten Hirschmann & Crabtree
Kansas
$3.31M -$131K -250 -4%
AWM
1603
Ameliora Wealth Management
Switzerland
$3.3M +$503K +957 +18%
ADL
1604
Asset Dedication LLC
California
$3.3M -$166K -315 -5%
JPWM
1605
Jamison Private Wealth Management
Georgia
$3.28M +$94.6K +180 +3%
WAG
1606
Wallace Advisory Group
California
$3.28M -$335K -701 -9%
MPI
1607
Mairs & Power Inc
Minnesota
$3.28M -$418K -796 -11%
HPC
1608
Hobart Private Capital
North Carolina
$3.27M -$169K -321 -5%
FSC
1609
Full Sail Capital
Oklahoma
$3.25M +$729K +1,386 +29%
AUB
1610
Atlantic Union Bankshares
Virginia
$3.25M +$156K +296 +5%
AWA
1611
Archvest Wealth Advisors
California
$3.24M +$640K +1,220 +25%
CFA
1612
Cahill Financial Advisors
Minnesota
$3.24M +$155K +295 +5%
CCM
1613
Chilton Capital Management
Texas
$3.24M -$223K -425 -6%
TCWM
1614
Total Clarity Wealth Management
Illinois
$3.23M +$968K +1,841 +43%
GWSG
1615
GPS Wealth Strategies Group
Colorado
$3.22M +$2.63M +5,012 +452%
PFSC
1616
Peoples Financial Services Corp
Pennsylvania
$3.21M -$51.5K -98 -2%
WFMPM
1617
Woodley Farra Manion Portfolio Management
Indiana
$3.2M -$95.7K -182 -3%
PA
1618
PSI Advisors
Florida
$3.2M -$640K -1,217 -17%
SFC
1619
Sprinkle Financial Consultants
Colorado
$3.2M +$51K +97 +2%
AIM
1620
Arcadia Investment Management
Michigan
$3.19M
BA
1621
Bridge Advisory
California
$3.19M -$664K -1,263 -17%
FP
1622
Financial Perspectives
Minnesota
$3.17M +$21K +40 +0.7%
NRC
1623
New Republic Capital
North Carolina
$3.17M -$92.5K -176 -3%
BSWA
1624
Bromfield Sneider Wealth Advisors
Massachusetts
$3.17M +$47.3K +90 +2%
ME
1625
McIlrath & Eck
Washington
$3.16M +$129K +245 +4%