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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 %
SG
1601
Strid Group
Pennsylvania
$3.95M – – –
AB
1602
Atlas Brown
Kentucky
$3.95M +$396K +687 +11%
CL
1603
CIM LLC
New York
$3.93M -$4.62K -8 -0.1%
PPWP
1604
Premier Path Wealth Partners
New Jersey
$3.93M -$177K -306 -4%
CHA
1605
Carmichael Hill & Associates
Maryland
$3.92M +$703K +1,218 +22%
IA
1606
Insight Advisors
Pennsylvania
$3.89M +$2.31K +4 +0.1%
RWPA
1607
Richard W. Paul & Associates
Michigan
$3.89M +$4.62K +8 +0.1%
ZIM
1608
Zacks Investment Management
Illinois
$3.87M +$1.17M +2,029 +43%
FWI
1609
Facet Wealth Inc
Maryland
$3.87M +$310K +540 +9%
MIM
1610
Macroview Investment Management
Maryland
$3.85M +$109K +189 +3%
DTC
1611
Davidson Trust Company
Washington
$3.84M +$235K +407 +7%
WFA
1612
WestHill Financial Advisors
California
$3.84M -$25.4K -44 -0.7%
SCG
1613
Sonata Capital Group
Washington
$3.83M +$31.2K +54 +0.8%
TCM
1614
Tufton Capital Management
Maryland
$3.82M +$669K +1,160 +21%
HCM
1615
Harvey Capital Management
Florida
$3.82M -$5.77K -10 -0.2%
SPWM
1616
Straight Path Wealth Management
Michigan
$3.81M +$5.19K +9 +0.1%
Renaissance Technologies
1617
Renaissance Technologies
New York
$3.81M +$3.81M +6,600 New
BCM
1618
Birmingham Capital Management
Alabama
$3.8M -$92.3K -160 -2%
VA
1619
Vident Advisory
Georgia
$3.8M +$520K +902 +16%
RBC
1620
Romano Brothers & Co
Illinois
$3.8M +$125K +216 +3%
TFP
1621
Triune Financial Partners
Kansas
$3.79M -$3.46K -6 -0.1%
CCM
1622
Chilton Capital Management
Texas
$3.79M +$836K +1,450 +28%
FUBT
1623
First United Bank & Trust
Maryland
$3.78M -$14.4K -25 -0.4%
CCP
1624
Clarkston Capital Partners
Michigan
$3.78M – – –
ACM
1625
Absolute Capital Management
Pennsylvania
$3.78M -$553K -958 -13%
63 64
65
66 67