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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 %
RMDI
1776
R.M. Davis Inc
Maine
$2.77M -$104K -180 -4%
LNWWM
1777
Laird Norton Wetherby Wealth Management
California
$2.77M +$241K +417 +10%
MCM
1778
Mengis Capital Management
Oregon
$2.76M +$91.1K +158 +3%
HFS
1779
Howard Financial Services
Texas
$2.76M +$1.15K +2 +0%
TPA
1780
Trivium Point Advisory
Connecticut
$2.75M +$1.62M +2,694 +143%
GCM
1781
Gallacher Capital Management
Colorado
$2.74M +$2.31K +4 +0.1%
KP
1782
Keel Point
Alabama
$2.74M +$121K +210 +5%
GIA
1783
Goodwin Investment Advisory
Georgia
$2.73M – – –
DC
1784
Darrow Company
Massachusetts
$2.73M -$24.8K -43 -0.9%
AFA
1785
Arlington Financial Advisors
California
$2.73M +$45.6K +79 +2%
GI
1786
GAMMA Investing
California
$2.73M +$100K +174 +4%
SA
1787
SRH Advisors
Kansas
$2.7M – – –
MHC
1788
Meyer Handelman Company
New York
$2.69M – – –
ACA
1789
Ackerman Capital Advisors
Texas
$2.69M -$496K -860 -16%
SRC
1790
Sage Rhino Capital
California
$2.69M +$5.77K +10 +0.2%
RFG
1791
REAP Financial Group
Texas
$2.69M -$158K -274 -6%
FWA
1792
FSM Wealth Advisors
Ohio
$2.69M +$132K +228 +5%
TWM
1793
Tolleson Wealth Management
Texas
$2.69M – – –
MWC
1794
MBM Wealth Consultants
Missouri
$2.68M -$2.31K -4 -0.1%
Qube Research & Technologies (QRT)
1795
Qube Research & Technologies (QRT)
United Kingdom
$2.68M -$4.89M -8,472 -65%
STA
1796
Smith Thornton Advisors
Alabama
$2.66M +$31.7K +55 +1%
GWMR
1797
GC Wealth Management RIA
Massachusetts
$2.66M +$27.7K +48 +1%
TCWA
1798
Turtle Creek Wealth Advisors
Texas
$2.66M +$7.5K +13 +0.3%
PL
1799
Plancorp LLC
Missouri
$2.66M +$61.1K +106 +2%
PA
1800
Pineridge Advisors
Missouri
$2.65M -$272K -472 -9%
70 71
72
73 74