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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 %
SWM
1901
SK Wealth Management
Rhode Island
$2.22M +$2.22M +3,723 New
FFA
1902
Founders Financial Alliance
North Carolina
$2.22M +$35.2K +61 +2%
AWM
1903
Angeles Wealth Management
California
$2.22M -$41K -71 -2%
DP
1904
Denver PWM
Colorado
$2.22M -$57.1K -99 -3%
BWA
1905
Blodgett Wealth Advisors
California
$2.22M +$77.9K +135 +4%
CAMG
1906
CWA Asset Management Group
Florida
$2.22M +$2.22M +3,842 New
CCM
1907
Cohen Capital Management
California
$2.22M +$34.6K +60 +2%
DWM
1908
Darwin Wealth Management
Florida
$2.21M +$2.21M +3,837 New
WIC
1909
Woodmont Investment Counsel
Tennessee
$2.21M -$1.15K -2 -0.1%
EL
1910
Essex LLC
Illinois
$2.21M -$83.1K -144 -4%
MIFH
1911
Migdal Insurance & Financial Holdings
Israel
$2.21M -$423K -734 -16%
MAG
1912
Mayfair Advisory Group
Alabama
$2.21M +$114K +198 +5%
LFA
1913
LGT Financial Advisors
Texas
$2.2M -$69.9K -121 -3%
OSNBOA
1914
Old Second National Bank of Aurora
Illinois
$2.2M – – –
LC
1915
Lincoln Capital
Nebraska
$2.19M -$332K -575 -13%
CB
1916
Cadence Bank
Mississippi
$2.19M +$2.19M +3,796 New
SIS
1917
Strategic Investment Solutions
Illinois
$2.19M +$1.17K +2 +0.1%
PFSC
1918
Peoples Financial Services Corp
Pennsylvania
$2.17M -$702K -1,217 -24%
CB
1919
CNB Bank
Pennsylvania
$2.17M -$69.8K -121 -3%
IB
1920
Intrust Bank
Kansas
$2.17M -$7.5K -13 -0.3%
AWM
1921
Accurate Wealth Management
Florida
$2.15M +$1.44M +2,465 +201%
NW
1922
Naviter Wealth
Arkansas
$2.15M – – –
SB
1923
Sunflower Bank
Texas
$2.15M – – –
CICC
1924
Capital Investment Counsel (Colorado)
Colorado
$2.14M -$946K -1,640 -31%
WAM
1925
Weatherly Asset Management
California
$2.13M +$64K +111 +3%
75 76
77
78 79