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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 %
SCM
1701
Schnieders Capital Management
California
$3.18M – – –
APW
1702
Austin Private Wealth
Texas
$3.18M +$552K +957 +21%
NRC
1703
New Republic Capital
North Carolina
$3.15M -$1.74M -3,010 -36%
GFPC
1704
Global Financial Private Client
Florida
$3.14M +$178K +308 +6%
IF
1705
Intrua Financial
Texas
$3.12M -$54.8K -95 -2%
CFA
1706
CWS Financial Advisors
Michigan
$3.12M +$1.15K +2 +0%
IIM
1707
Ipswich Investment Management
Massachusetts
$3.11M +$118K +204 +4%
PG
1708
Prostatis Group
Maryland
$3.11M -$264K -458 -8%
SPC
1709
Spirepoint Private Client
Florida
$3.11M +$41.5K +72 +1%
WFAG
1710
Worth Financial Advisory Group
North Carolina
$3.1M -$1.73K -3 -0.1%
PA
1711
Procyon Advisors
Connecticut
$3.09M +$4.62K +8 +0.1%
HWM
1712
Howard Wealth Management
Connecticut
$3.09M +$138K +239 +5%
NCM
1713
Northwest Capital Management
Oregon
$3.09M -$4.61K -8 -0.1%
TWCA
1714
Two West Capital Advisors
Kansas
$3.08M -$184K -319 -6%
LSIA
1715
LaSalle St. Investment Advisors
Illinois
$3.07M +$921K +1,597 +43%
FNC
1716
First National Corp
Massachusetts
$3.07M +$45K +78 +1%
SAI
1717
Savvy Advisors Inc
New York
$3.06M -$5.13M -8,897 -63%
BFO
1718
Biltmore Family Office
North Carolina
$3.05M – – –
CFMC
1719
Curbstone Financial Management Corp
New Hampshire
$3.04M +$57.7K +100 +2%
SWM
1720
Segment Wealth Management
Texas
$3.03M +$2.88K +5 +0.1%
LCM
1721
Liberty Capital Management
Michigan
$3.03M – – –
Connor, Clark & Lunn Investment Management (CC&L)
1722
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.03M – – –
PWW
1723
Pettyjohn Wood & White
Virginia
$3.02M -$74.4K -129 -2%
PCH
1724
PGIM Custom Harvest
New Jersey
$3.02M +$327K +567 +12%
GSIS
1725
Global Strategic Investment Solutions
Arizona
$3.01M +$85.9K +149 +3%
67 68
69
70 71