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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 %
JC
1926
Jentner Corp
Ohio
$2.13M +$1.03M +1,786 +94%
EFL
1927
ERn Financial LLC
Wisconsin
$2.13M +$108K +187 +5%
ECM
1928
Exchange Capital Management
Michigan
$2.13M -$404K -701 -16%
DFC
1929
DBK Financial Counsel
Ohio
$2.13M -$144K -250 -6%
CV
1930
Counterweight Ventures
North Carolina
$2.13M +$254K +441 +14%
VCM
1931
Versant Capital Management
Arizona
$2.12M -$30.6K -53 -1%
TI
1932
tru Independence
Oregon
$2.11M +$49K +85 +2%
NAM
1933
NTV Asset Management
West Virginia
$2.11M -$190K -329 -8%
WCM
1934
Weik Capital Management
Pennsylvania
$2.11M -$17.3K -30 -0.8%
WI
1935
Wedgewood Investors
Pennsylvania
$2.1M -$2.31K -4 -0.1%
DACG
1936
Donor Advised Charitable Giving
California
$2.1M -$49K -85 -2%
BCMLT
1937
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.09M -$94.6K -164 -4%
CPWA
1938
Cerro Pacific Wealth Advisors
California
$2.09M – – –
BO
1939
Bank OZK
Arkansas
$2.09M +$396K +686 +23%
WSWA
1940
Warren Street Wealth Advisors
California
$2.07M -$132K -229 -6%
KWM
1941
Kaydan Wealth Management
Michigan
$2.06M +$214K +371 +12%
CBT
1942
Central Bank & Trust
Kentucky
$2.06M -$6.35K -11 -0.3%
SWM
1943
SeaCrest Wealth Management
New York
$2.06M +$107K +185 +5%
SFC
1944
Strategic Financial Concepts
Texas
$2.06M -$1.23B -2,126,895 -100%
SPA
1945
Sentinel Pension Advisors
Massachusetts
$2.05M +$7.5K +13 +0.4%
BIG
1946
Builder Investment Group
Georgia
$2.04M -$92.3K -160 -4%
BCM
1947
Beck Capital Management
Texas
$2.04M +$153K +266 +8%
GHA
1948
GW Henssler & Associates
Georgia
$2.04M +$320K +554 +19%
TL
1949
Tradewinds LLC
North Carolina
$2.03M +$4.62K +8 +0.2%
ITIM
1950
Indiana Trust & Investment Management
Indiana
$2.03M +$11K +19 +0.5%
76 77
78
79 80