IVV icon

iShares Core S&P 500 ETF

3,181 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
3,181
Holders Change
+86
Holders Change %
+2.78%
% of All Funds
46.01%
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
Name Holding Trade Value Shares
Change
Shares
Change %
PIMJS
151
PKO Investment Management Joint-Stock
Poland
$275M -$33.2M -57,545 -11%
JSW
152
Journey Strategic Wealth
New Jersey
$273M +$2.82M +4,882 +1%
SC
153
Soundwatch Capital
Connecticut
$272M +$266M +461,610 +4,521%
AWS
154
Atria Wealth Solutions
New York
$271M -$6.04M -10,467 -2%
MGIA
155
Moneta Group Investment Advisors
Missouri
$269M +$17.7M +30,657 +7%
AIA
156
Ally Invest Advisors
North Carolina
$264M +$36.7M +63,542 +16%
IMCOOI
157
Investment Management Corp of Ontario (IMCO)
Canada
$263M +$89.1M +154,500 +51%
Capstone Investment Advisors
158
Capstone Investment Advisors
New York
$263M
HCC
159
Hirtle Callaghan & Co
Pennsylvania
$260M -$14.1M -24,467 -5%
LIA
160
LBMC Investment Advisors
Tennessee
$258M +$707K +1,225 +0.3%
CA
161
Clearstead Advisors
Ohio
$256M +$5.3M +9,190 +2%
AL
162
Aspiriant LLC
California
$254M +$18.6M +32,303 +8%
AA
163
Ashford Advisors
New York
$251M +$65.8K +114 +0%
BCI
164
Brinker Capital Investments
Pennsylvania
$249M -$59.7M -103,433 -19%
OPS
165
Orion Portfolio Solutions
Nebraska
$249M -$59.7M -103,433 -19%
CFG
166
Citizens Financial Group
Rhode Island
$246M +$7.04M +12,201 +3%
OWM
167
Orgel Wealth Management
Wisconsin
$246M +$11.8M +20,434 +5%
FFA
168
Fragasso Financial Advisors
Pennsylvania
$241M -$175K -304 -0.1%
PA
169
Planning Alternatives
Michigan
$237M -$1.53M -2,656 -0.6%
FWIA
170
Fort Washington Investment Advisors
Ohio
$237M +$7.08M +12,280 +3%
SG Americas Securities
171
SG Americas Securities
New York
$234M +$193M +334,907 +473%
TIA
172
Traphagen Investment Advisors
New Jersey
$232M +$4.03M +6,995 +2%
WT
173
Whittier Trust
California
$230M -$2.73M -4,732 -1%
William Blair & Company
174
William Blair & Company
Illinois
$227M +$7.71M +13,360 +4%
WFA
175
Wellspring Financial Advisors
Ohio
$226M +$8.6M +14,902 +4%