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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 %
IAA
1651
Independent Advisor Alliance
North Carolina
$3.57M -$198K -343 -5%
MAV
1652
Mason & Associates (Virginia)
Virginia
$3.57M -$11.5K -20 -0.3%
EF
1653
Empowered Funds
Pennsylvania
$3.52M -$428K -742 -11%
FP
1654
Financial Perspectives
Minnesota
$3.5M +$6.35K +11 +0.2%
VWM
1655
Valley Wealth Managers
New Jersey
$3.49M -$70.4K -122 -2%
ME
1656
McIlrath & Eck
Washington
$3.49M +$140K +242 +4%
PAG
1657
Paladin Advisory Group
Iowa
$3.49M +$184K +319 +6%
FFB
1658
First Financial Bankshares
Texas
$3.48M -$185K -320 -5%
FSC
1659
Full Sail Capital
Oklahoma
$3.47M -$1.15K -2 -0%
WF
1660
Warner Financial
Maryland
$3.46M +$6.92K +12 +0.2%
GF
1661
Goodman Financial
Texas
$3.45M -$50.2K -87 -1%
IP
1662
Investment Partners
Ohio
$3.42M +$1.73K +3 +0.1%
SFG
1663
Sage Financial Group
Pennsylvania
$3.42M -$41K -71 -1%
LFA
1664
Legacy Financial Advisors
Kentucky
$3.42M -$138K -240 -4%
PMA
1665
Prudent Man Advisors
Illinois
$3.39M – – –
FBFS
1666
First Business Financial Services
Wisconsin
$3.39M – – –
BCV
1667
Banque Cantonale Vaudoise
Switzerland
$3.39M -$616K -1,067 -15%
WAM
1668
WNY Asset Management
New York
$3.38M -$22.5K -39 -0.7%
APC
1669
Aspire Private Capital
North Carolina
$3.38M +$39.2K +68 +1%
UF
1670
Univest Financial
Pennsylvania
$3.38M +$3.04M +5,278 +905%
CFO
1671
Colony Family Offices
North Carolina
$3.37M +$880K +1,526 +35%
RG
1672
Rathbones Group
United Kingdom
$3.35M -$31.1K -54 -0.9%
RWMG
1673
Redwood Wealth Management Group
New Jersey
$3.33M -$88.8K -154 -3%
Fisher Asset Management
1674
Fisher Asset Management
Washington
$3.33M -$162K -280 -5%
CWM
1675
Concentric Wealth Management
California
$3.3M -$14.4K -25 -0.4%
65 66
67
68 69