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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 %
GJWM
1876
Gilliland Jeter Wealth Management
Arkansas
$2.29M +$172K +298 +8%
AFO
1877
Allie Family Office
Florida
$2.28M -$342K -584 -13%
ACI
1878
Alpha Cubed Investments
California
$2.28M -$272K -471 -11%
RB
1879
Renasant Bank
Mississippi
$2.28M -$660K -1,144 -22%
EDRH
1880
Edmond de Rothschild Holding
Switzerland
$2.28M +$755K +1,309 +50%
CCA
1881
Cobblestone Capital Advisors
New York
$2.27M -$340K -589 -13%
TIAM2
1882
Tru Independence Asset Management 2
Oregon
$2.27M +$2.27M +3,941 New
KWM
1883
KFG Wealth Management
Indiana
$2.27M +$349K +605 +18%
CCA
1884
Clearwater Capital Advisors
Illinois
$2.27M -$23.6K -41 -1%
YDMI
1885
Y.D. More Investments
Israel
$2.27M +$133K +230 +6%
MMHP
1886
Murphy Middleton Hinkle & Parker
Georgia
$2.26M -$25.4K -44 -1%
OA
1887
Operose Advisors
Wisconsin
$2.26M +$577 +1 +0%
LC
1888
LTG Capital
Massachusetts
$2.26M +$18.5K +32 +0.8%
HL
1889
HeadInvest LLC
Maine
$2.26M -$187K -325 -8%
SWM
1890
Sterling Wealth Management
Illinois
$2.25M -$644K -1,117 -22%
TD Asset Management
1891
TD Asset Management
Ontario, Canada
$2.25M +$28.7K +50 +1%
ACA
1892
Aspire Capital Advisors
Washington
$2.25M -$149K -258 -6%
SAM
1893
SP Asset Management
California
$2.25M +$114K +198 +5%
WHCI
1894
W.H. Cornerstone Investments
Massachusetts
$2.25M +$8.65K +15 +0.4%
AIP
1895
ARS Investment Partners
New York
$2.24M -$92.3K -160 -4%
EWA
1896
Encompass Wealth Advisors
Oregon
$2.23M -$9.23K -16 -0.4%
HCM
1897
Howland Capital Management
Massachusetts
$2.23M +$61.7K +107 +3%
NAM
1898
NorthCrest Asset Manangement
Minnesota
$2.23M -$3.2M -5,540 -59%
SPIO
1899
Seven Post Investment Office
California
$2.23M – – –
CFO
1900
Collective Family Office
Pennsylvania
$2.22M -$171K -297 -7%
74 75
76
77 78