IVV icon

iShares Core S&P 500 ETF

3,001 hedge funds and large institutions have $295B invested in iShares Core S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 374 funds opening new positions, 1,261 increasing their positions, 1,038 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,001
Holders Change
+271
Holders Change %
+9.93%
% of All Funds
43.99%
Holding in Top 10
970
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+8.99%
% of All Funds
14.22%
New
374
Increased
1,261
Reduced
1,038
Closed
61
Calls
$499M
Puts
$484M
Net Calls
+$14.6M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Shares
Change %
W
1976
Wealthquest
Ohio
$1.38M -$7.64K -16 -0.6%
SPL
1977
Smart Portfolios LLC
Washington
$1.38M -$23.2K -46 -2%
FMC
1978
First Merchants Corp
Indiana
$1.38M -$32.5K -68 -2%
FA
1979
Faithward Advisors
Pennsylvania
$1.37M -$130K -262 -9%
MSWM
1980
McGlone Suttner Wealth Management
Wisconsin
$1.36M -$203K -426 -13%
KLI
1981
Kelman-Lazarov Inc
Tennessee
$1.36M -$137K -286 -9%
CCA
1982
Cora Capital Advisors
New Jersey
$1.36M
AIC
1983
Archer Investment Corporation
Indiana
$1.36M +$59.7K +125 +5%
AP
1984
Arlington Partners
Alabama
$1.36M -$1.27M -2,657 -48%
PCM
1985
Palisade Capital Management
New Jersey
$1.36M +$74K +155 +6%
CGL
1986
Clarius Group LLC
Washington
$1.35M +$1.91K +4 +0.1%
BBA
1987
Braun-Bostich & Associates
Pennsylvania
$1.35M +$1.35M +2,828 New
MCM
1988
Mengis Capital Management
Oregon
$1.35M -$478 -1 -0%
HIP
1989
HUB Investment Partners
Texas
$1.35M +$617K +1,291 +84%
NFSG
1990
Newbridge Financial Services Group
Florida
$1.35M +$74K +155 +6%
RA
1991
Rodgers & Associates
Pennsylvania
$1.34M -$77.4K -162 -5%
VLC
1992
Van Leeuwen & Company
New Jersey
$1.33M -$103K -216 -7%
SCP
1993
Sandhill Capital Partners
New York
$1.33M +$100K +210 +8%
CA
1994
Cortland Associates
Missouri
$1.32M +$350K +733 +36%
VF
1995
Vista Finance
Missouri
$1.32M +$100K +210 +8%
MHIC
1996
Marble Harbor Investment Counsel
Massachusetts
$1.32M
NSAM
1997
North Star Asset Management
Wisconsin
$1.32M -$5.25K -11 -0.4%
KIG
1998
Kowal Investment Group
Wisconsin
$1.32M +$51.6K +108 +4%
CWM
1999
Chesapeake Wealth Management
Virginia
$1.32M +$837K +1,753 +175%
HA
2000
HFG Advisors
Ohio
$1.31M +$1.43K +3 +0.1%