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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 %
FTC
1951
Farmers Trust Company
Ohio
$2.03M -$21.9K -38 -1%
TA
1952
Teramo Advisors
Florida
$2.02M – – –
LFG
1953
Lazard Frères Gestion
France
$2.02M – – –
MCM
1954
Maple Capital Management
Vermont
$2.01M -$64K -111 -3%
HAS
1955
HBW Advisory Services
California
$2.01M +$1.72M +2,983 +590%
GD
1956
Grandfield & Dodd
New York
$2.01M +$470K +815 +30%
WRPWM
1957
Werba Rubin Papier Wealth Management
California
$2.01M +$603K +1,045 +43%
PCM
1958
Palisade Capital Management
New Jersey
$2M +$43.8K +76 +2%
PFM
1959
Peak Financial Management
Massachusetts
$1.99M -$174K -302 -8%
PPA
1960
Painted Porch Advisors
California
$1.99M -$19K -33 -0.9%
JIR
1961
James Investment Research
Ohio
$1.97M -$204K -354 -9%
HF
1962
HRT Financial
New York
$1.97M +$1.97M +3,414 New
GFL
1963
Granite FO LLC
New Hampshire
$1.97M – – –
OWA
1964
Octavia Wealth Advisors
Ohio
$1.97M +$106K +184 +6%
EWM
1965
Executive Wealth Management
Michigan
$1.96M +$1.96M +3,404 New
GWM
1966
Greenwich Wealth Management
Connecticut
$1.96M -$81.3K -141 -4%
TF
1967
Tompkins Financial
New York
$1.96M -$177K -307 -8%
NSAM
1968
North Star Asset Management
Wisconsin
$1.96M +$175K +303 +10%
IA
1969
Inspire Advisors
Idaho
$1.96M +$45K +78 +2%
PRWA
1970
Platte River Wealth Advisors
Colorado
$1.95M – – –
HCA
1971
Horan Capital Advisors
Ohio
$1.93M +$265K +460 +16%
MPCL
1972
My Personal CFO LLC
Washington
$1.93M +$91.1K +158 +5%
FAM
1973
Formidable Asset Management
Ohio
$1.93M -$102K -177 -5%
TF
1974
Theory Financial
Colorado
$1.92M +$183K +320 +11%
RIM
1975
Rockbridge Investment Management
New York
$1.92M +$58.3K +101 +3%
77 78
79
80 81