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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 %
OPWM
1826
Oxinas Partners Wealth Management
Indiana
$2.52M -$577 -1 -0%
BSHC
1827
Breed's Hill Capital
Massachusetts
$2.51M – – –
SWM
1828
StoneCrest Wealth Management
Arizona
$2.5M -$138K -240 -5%
VCM
1829
Virtue Capital Management
Tennessee
$2.5M +$1.73K +3 +0.1%
ICM
1830
Islay Capital Management
Texas
$2.5M -$63.5K -110 -2%
CPA
1831
Court Place Advisors
Maryland
$2.5M – – –
SWA
1832
SOA Wealth Advisors
New York
$2.5M -$170K -294 -6%
SEM
1833
Strategic Equity Management
Arizona
$2.49M +$149K +258 +6%
SMA
1834
Sage Mountain Advisors
Georgia
$2.49M -$12.7K -22 -0.5%
CA
1835
CapWealth Advisors
Tennessee
$2.49M – – –
FPB
1836
First PREMIER Bank
South Dakota
$2.48M +$553K +959 +29%
LWANC
1837
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.47M -$66.9K -116 -3%
AWM
1838
Aprio Wealth Management
Georgia
$2.47M -$251K -435 -9%
KAM
1839
Knightsbridge Asset Management
California
$2.47M – – –
SMWM
1840
Silvia McColl Wealth Management
California
$2.47M – – –
UAG
1841
United Advisor Group
Ohio
$2.46M +$1.49M +2,589 +155%
RMC
1842
Resources Management Corp
Connecticut
$2.45M -$99.2K -172 -4%
AIP
1843
Almanack Investment Partners
Pennsylvania
$2.43M -$154K -267 -6%
TC
1844
Truvestments Capital
Florida
$2.43M +$501K +869 +26%
MCM
1845
Mainstream Capital Management
California
$2.43M +$2.43M +4,211 New
PIA
1846
Panoramic Investment Advisors
Colorado
$2.41M +$2.41M +4,183 New
TPW
1847
Talon Private Wealth
Florida
$2.41M +$2.41M +4,180 New
FM
1848
Family Management
New York
$2.41M +$3.46K +6 +0.1%
FCM
1849
Firestone Capital Management
Florida
$2.41M +$138K +239 +6%
BPFA
1850
Barnes Pettey Financial Advisors
Mississippi
$2.41M +$74.4K +129 +3%
72 73
74
75 76