IVV icon

iShares Core S&P 500 ETF

3,001 hedge funds and large institutions have $295B invested in iShares Core S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 374 funds opening new positions, 1,261 increasing their positions, 1,038 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,001
Holders Change
+271
Holders Change %
+9.93%
% of All Funds
43.99%
Holding in Top 10
970
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+8.99%
% of All Funds
14.22%
New
374
Increased
1,261
Reduced
1,038
Closed
61
Calls
$499M
Puts
$484M
Net Calls
+$14.6M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
1851
Truvestments Capital
Florida
$1.74M -$32.5K -68 -2%
ZIM
1852
Zacks Investment Management
Illinois
$1.74M +$860K +1,801 +98%
PWA
1853
PCG Wealth Advisors
Kansas
$1.74M +$3.34K +7 +0.2%
PL
1854
Plancorp LLC
Missouri
$1.74M +$30.6K +64 +2%
BSHC
1855
Breed's Hill Capital
Massachusetts
$1.74M +$1.74M +3,640 New
VCM
1856
Versant Capital Management
Arizona
$1.74M +$118K +248 +7%
VA
1857
Vident Advisory
Georgia
$1.74M -$72.6K -152 -4%
HBCM
1858
Heron Bay Capital Management
Michigan
$1.74M
LOPW
1859
Live Oak Private Wealth
North Carolina
$1.72M -$478 -1 -0%
TD Asset Management
1860
TD Asset Management
Ontario, Canada
$1.72M +$1.72M +3,602 New
FTC
1861
Farmers Trust Company
Ohio
$1.72M -$9.55K -20 -0.6%
CB
1862
CNB Bank
Pennsylvania
$1.72M -$80.7K -169 -4%
FAM
1863
Formidable Asset Management
Ohio
$1.71M -$5.25K -11 -0.3%
LWCFA
1864
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.71M -$14.6K -30 -0.8%
SPA
1865
Sentinel Pension Advisors
Massachusetts
$1.7M +$13.4K +28 +0.8%
HH
1866
Hilltop Holdings
Texas
$1.69M +$193K +405 +13%
DFG
1867
Delta Financial Group
New Jersey
$1.69M -$61.6K -129 -4%
GLR
1868
Great Lakes Retirement
Ohio
$1.68M +$8.12K +17 +0.5%
BCMLT
1869
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.68M -$70.8K -165 -4%
EFL
1870
ERn Financial LLC
Wisconsin
$1.67M +$109K +228 +7%
SVWAG
1871
Sound View Wealth Advisors Group
Georgia
$1.67M +$1.91K +4 +0.1%
TF
1872
Tompkins Financial
New York
$1.67M +$48.7K +102 +3%
TWP
1873
Tyche Wealth Partners
Texas
$1.66M +$1.66M +3,478 New
MA
1874
MKT Advisors
California
$1.66M +$1.88K +4 +0.1%
DI
1875
Disciplined Investments
Oklahoma
$1.66M -$30.1K -63 -2%