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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 %
CB
1801
Centennial Bank
Arkansas
$2.64M -$68.1K -118 -3%
GJIA
1802
Glass Jacobson Investment Advisors
Maryland
$2.64M +$871K +1,510 +49%
KSWA
1803
Kathleen S. Wright Associates
Pennsylvania
$2.64M -$33.5K -58 -1%
OWP
1804
Obermeyer Wealth Partners
Colorado
$2.63M +$41K +71 +2%
DWS
1805
Discipline Wealth Solutions
South Carolina
$2.63M +$2.41M +4,172 +1,089%
CMP
1806
Courage Miller Partners
Virginia
$2.63M -$100K -174 -4%
PA
1807
PSI Advisors
Florida
$2.62M -$228K -395 -8%
FDCP
1808
Foster Dykema Cabot & Partners
Massachusetts
$2.62M +$1.1M +1,900 +72%
HPC
1809
Hobart Private Capital
North Carolina
$2.62M -$12.7K -22 -0.5%
AWA
1810
Alta Wealth Advisors
Massachusetts
$2.62M +$332K +576 +15%
MIIM
1811
Mesirow Institutional Investment Management
Illinois
$2.62M +$9.81K +17 +0.4%
FC
1812
Financial Consulate
Maryland
$2.61M -$50.8K -88 -2%
LA
1813
Lane & Associates
New Jersey
$2.6M -$49.6K -86 -2%
APP
1814
Avantax Planning Partners
Iowa
$2.6M -$57.1K -99 -2%
GIA
1815
GHP Investment Advisors
Colorado
$2.58M +$7.5K +13 +0.3%
HH
1816
Hilltop Holdings
Texas
$2.57M +$182K +316 +8%
LCM
1817
Lazari Capital Management
California
$2.57M -$450K -780 -15%
BA
1818
Bridge Advisory
California
$2.56M -$64K -111 -2%
CF
1819
Centaurus Financial
California
$2.55M -$4.67M -8,087 -65%
WE
1820
Wealth Effects
Massachusetts
$2.55M – – –
SCTC
1821
Sanibel Captiva Trust Company
Florida
$2.55M – – –
BMO
1822
Beck Mack & Oliver
New York
$2.54M – – –
TYCC
1823
Texas Yale Capital Corp
Florida
$2.53M +$1.34M +2,330 +113%
ACM
1824
AlphaStar Capital Management
North Carolina
$2.53M -$123K -214 -5%
PCMF
1825
Private Capital Management (Florida)
Florida
$2.53M +$309K +535 +14%
71 72
73
74 75