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 %
BHBT
1826
Burke & Herbert Bank & Trust
Virginia
$2.05M
PIA
1827
Panoramic Investment Advisors
Colorado
$2.05M +$98.3K +187 +5%
PCMF
1828
Private Capital Management (Florida)
Florida
$2.05M -$58.4K -111 -3%
ACA
1829
Aspire Capital Advisors
Washington
$2.05M -$1.57M -2,980 -43%
MA
1830
MONECO Advisors
Connecticut
$2.04M +$299K +569 +17%
KAM
1831
Knightsbridge Asset Management
California
$2.04M
FF
1832
Francis Financial
$2.04M +$1.17M +2,221 +134%
NWM
1833
Napa Wealth Management
California
$2.03M -$139K -264 -6%
WHCI
1834
W.H. Cornerstone Investments
Massachusetts
$2.03M +$6.31K +12 +0.3%
SPIO
1835
Seven Post Investment Office
California
$2.03M
SMA
1836
Sage Mountain Advisors
Georgia
$2.03M -$74.1K -141 -4%
PCH
1837
PGIM Custom Harvest
New Jersey
$2.02M +$616K +1,172 +44%
WFA
1838
Wells Financial Advisors
Massachusetts
$2.02M +$24.7K +47 +1%
MI
1839
Moneywise Inc
Virginia
$2.02M +$29.4K +56 +1%
PL
1840
Plancorp LLC
Missouri
$2.02M +$100K +191 +5%
1SB
1841
1ST Source Bank
Indiana
$2.01M +$577K +1,097 +40%
PP
1842
Patten & Patten
Tennessee
$2.01M -$12.6K -24 -0.6%
IA
1843
Inspire Advisors
Idaho
$2M +$679K +1,292 +51%
DACG
1844
Donor Advised Charitable Giving
California
$2M -$70.4K -134 -3%
BCMLT
1845
Beacon Capital Management LLC (Tennessee)
Tennessee
$2M -$58.9K -112 -3%
RBFC
1846
Roman Butler Fullerton & Co
Missouri
$1.99M -$22.6K -45 -1%
CB
1847
CNB Bank
Pennsylvania
$1.99M +$97.8K +186 +5%
PFM
1848
Peak Financial Management
Massachusetts
$1.99M -$109K -207 -5%
CCM
1849
Cohen Capital Management
California
$1.98M -$661K -1,258 -25%
TI
1850
tru Independence
Oregon
$1.98M -$63.1K -120 -3%