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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 %
MIM
1851
Montgomery Investment Management
Maryland
$2.4M +$4.04K +7 +0.2%
VWM
1852
Vigilare Wealth Management
Arizona
$2.38M -$164K -285 -6%
PP
1853
Patten & Patten
Tennessee
$2.38M +$155K +269 +7%
CI
1854
Ceera Investments
Texas
$2.37M +$397K +689 +20%
CIS
1855
Continental Investors Services
Washington
$2.37M -$139K -244 -6%
MI
1856
Moneywise Inc
Virginia
$2.37M +$235K +407 +11%
OCG
1857
Opus Capital Group
Ohio
$2.37M +$1.73K +3 +0.1%
GCIM
1858
Gunn & Company Investment Management
Florida
$2.37M -$47.1M -81,706 -95%
IAA
1859
Ironsides Asset Advisors
North Carolina
$2.36M – – –
First Manhattan
1860
First Manhattan
New York
$2.36M +$26K +45 +1%
RBFC
1861
Roman Butler Fullerton & Co
Missouri
$2.36M +$75.1K +129 +3%
SMH
1862
Sanders Morris Harris
Texas
$2.36M -$23.7K -41 -1%
RIA
1863
Realta Investment Advisors
Delaware
$2.35M -$480K -817 -17%
AFP
1864
Alpha Financial Partners
Kentucky
$2.34M -$34.8M -60,386 -94%
EFG
1865
Ehrlich Financial Group
California
$2.34M +$419K +727 +22%
BTWM
1866
Baker Tilly Wealth Management
Wisconsin
$2.34M -$2.99M -5,177 -56%
CFD
1867
Creative Financial Designs
Indiana
$2.33M -$79K -137 -3%
IFWM
1868
Institute for Wealth Management
Colorado
$2.33M -$28.8K -50 -1%
WCA
1869
Waypoint Capital Advisors
Minnesota
$2.31M – – –
OWA
1870
ORBA Wealth Advisors
Illinois
$2.3M -$10.4K -18 -0.4%
MCA
1871
Magnolia Capital Advisors
Mississippi
$2.3M -$34.6K -60 -1%
NWM
1872
Napa Wealth Management
California
$2.29M -$1.15K -2 -0.1%
MA
1873
MONECO Advisors
Connecticut
$2.29M +$18.5K +32 +0.8%
KFI
1874
Key Financial Inc
Pennsylvania
$2.29M -$10.4K -18 -0.5%
IIM
1875
InTrack Investment Management
Vermont
$2.29M +$403K +699 +21%
73 74
75
76 77