IVV icon

iShares Core S&P 500 ETF

3,066 hedge funds and large institutions have $334B invested in iShares Core S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 1,304 increasing their positions, 1,212 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,066
Holders Change
+65
Holders Change %
+2.17%
% of All Funds
44.44%
Holding in Top 10
996
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.68%
% of All Funds
14.44%
New
197
Increased
1,304
Reduced
1,212
Closed
91
Calls
$416M
Puts
$325M
Net Calls
+$90.2M
Net Calls Change
+$75.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
1776
Creative Financial Designs
Indiana
$2.38M -$457K -870 -16%
MIIM
1777
Mesirow Institutional Investment Management
Illinois
$2.37M +$7.36K +14 +0.3%
GIA
1778
GHP Investment Advisors
Colorado
$2.36M -$64.7K -123 -3%
LCM
1779
Liberty Capital Management
Michigan
$2.36M -$394K -749 -14%
SCTC
1780
Sanibel Captiva Trust Company
Florida
$2.36M +$400K +761 +20%
RMC
1781
Resources Management Corp
Connecticut
$2.34M -$141K -269 -6%
GCIM
1782
Gunn & Company Investment Management
Florida
$2.34M -$44.9M -85,340 -95%
LC
1783
Lincoln Capital
Nebraska
$2.34M -$106K -202 -4%
FWA
1784
FSM Wealth Advisors
Ohio
$2.33M -$89.9K -171 -4%
RPGK
1785
Retirement Planning Group (Kansas)
Kansas
$2.33M +$34.7K +66 +2%
NMG
1786
New Millennium Group
Utah
$2.33M +$146K +277 +7%
CFMC
1787
Curbstone Financial Management Corp
New Hampshire
$2.32M +$1.48M +2,820 +177%
CA
1788
CapWealth Advisors
Tennessee
$2.31M -$44.7K -85 -2%
EL
1789
Essex LLC
Illinois
$2.31M -$187K -356 -8%
VPIM
1790
Vanguard Personalized Indexing Management
California
$2.3M +$1.52M +2,893 +195%
DFC
1791
DBK Financial Counsel
Ohio
$2.3M -$329K -625 -13%
CPA
1792
Court Place Advisors
Maryland
$2.27M +$2.27M +4,321 New
APP
1793
Avantax Planning Partners
Iowa
$2.27M +$989K +1,881 +77%
FAG
1794
Fortitude Advisory Group
Washington
$2.25M -$305K -580 -12%
EWA
1795
Encompass Wealth Advisors
Oregon
$2.25M -$15.2K -29 -0.7%
PWW
1796
Pettyjohn Wood & White
Virginia
$2.24M -$85.7K -163 -4%
CB
1797
Cadence Bank
Mississippi
$2.23M -$68.3K -130 -3%
OWP
1798
Obermeyer Wealth Partners
Colorado
$2.22M -$165K -313 -7%
BMO
1799
Beck Mack & Oliver
New York
$2.22M
GFA
1800
Gallagher Fiduciary Advisors
Illinois
$2.22M -$17.4K -33 -0.8%