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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 %
FIM
1751
Freedom Investment Management
Connecticut
$2.86M +$968K +1,678 +51%
CTFG
1752
Capstone Triton Financial Group
Oklahoma
$2.86M -$33.5K -58 -1%
AIM
1753
Arcadia Investment Management
Michigan
$2.86M -$5.77K -10 -0.2%
MGW
1754
MB Generational Wealth
Washington
$2.86M – – –
FGA
1755
Fortis Group Advisors
New Jersey
$2.86M +$55.4K +96 +2%
FCM
1756
Fortis Capital Management
Washington
$2.85M -$31.7K -55 -1%
RCWMU
1757
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.84M – – –
FA
1758
Forefront Analytics
Pennsylvania
$2.83M +$35.8K +62 +1%
VST
1759
Van Strum & Towne
California
$2.83M -$125K -217 -4%
MPI
1760
Mairs & Power Inc
Minnesota
$2.82M -$507K -879 -15%
CL
1761
COWA LLC
Oklahoma
$2.8M +$121K +209 +4%
CCA
1762
Clarity Capital Advisors
Florida
$2.8M -$16.7K -29 -0.6%
KCPG
1763
Kavar Capital Partners Group
Kansas
$2.8M +$12.1K +21 +0.4%
OWMIAS
1764
One Wealth Management Investment & Advisory Services
Florida
$2.8M -$24.1M -41,822 -90%
NC
1765
Napatree Capital
Rhode Island
$2.8M +$38.6K +67 +1%
AFA
1766
American Financial Advisors
Georgia
$2.8M -$122K -212 -4%
GWA
1767
Gratus Wealth Advisors
Virginia
$2.8M +$9.13K +16 +0.3%
SIMG
1768
Sonora Investment Management Group
Arizona
$2.8M +$174K +301 +7%
MWA
1769
Monograph Wealth Advisors
California
$2.79M +$1.96M +3,400 +237%
VPIM
1770
Vanguard Personalized Indexing Management
California
$2.79M -$24.2K -42 -0.9%
TAM
1771
Titleist Asset Management
Texas
$2.78M +$15K +26 +0.5%
CFB
1772
Cullen/Frost Bankers
Texas
$2.78M +$242K +419 +10%
AF
1773
Alerus Financial
North Dakota
$2.78M -$1.15K -2 -0%
KBFS
1774
Kohmann Bosshard Financial Services
Ohio
$2.77M – – –
TCOT
1775
Trust Company of Tennessee
Tennessee
$2.77M +$93.4K +162 +3%
69 70
71
72 73