IVV icon

iShares Core S&P 500 ETF

3,066 hedge funds and large institutions have $334B invested in iShares Core S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 1,304 increasing their positions, 1,212 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,066
Holders Change
+65
Holders Change %
+2.17%
% of All Funds
44.44%
Holding in Top 10
996
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.68%
% of All Funds
14.44%
New
197
Increased
1,304
Reduced
1,212
Closed
91
Calls
$416M
Puts
$325M
Net Calls
+$90.2M
Net Calls Change
+$75.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
1976
Riversedge Advisors
Delaware
$1.57M -$11K -21 -0.7%
FWM
1977
Forza Wealth Management
Florida
$1.57M -$73.6K -140 -4%
KWM
1978
KFG Wealth Management
Indiana
$1.57M +$1.35M +2,561 +601%
PL
1979
Parthenon LLC
Kentucky
$1.56M -$65.2K -124 -4%
GAM
1980
Griffin Asset Management
New York
$1.56M +$24.7K +47 +2%
JWWM
1981
Johnson & White Wealth Management
Pennsylvania
$1.55M +$160K +305 +12%
GHA
1982
GW Henssler & Associates
Georgia
$1.55M -$67.8K -129 -4%
CAI
1983
Capital Advisors Inc
Oklahoma
$1.55M +$381K +724 +32%
PCMC
1984
Private Capital Management (Colorado)
Colorado
$1.55M +$238K +452 +18%
GAM
1985
GEM Asset Management
Michigan
$1.55M +$67.4K +134 +5%
KFS
1986
Kurt F. Somerville
$1.55M -$566K -1,077 -27%
AO
1987
Advisor OS
Illinois
$1.55M -$23.7K -45 -2%
PTC
1988
Philadelphia Trust Company
Pennsylvania
$1.55M
SIA
1989
Strategic Investment Advisors
Michigan
$1.54M -$610K -1,161 -28%
NWM
1990
Northwest Wealth Management
Iowa
$1.54M -$96.7K -184 -6%
FDCP
1991
Foster Dykema Cabot & Partners
Massachusetts
$1.54M -$668K -1,270 -30%
EAMA
1992
EFG Asset Management (Americas)
Florida
$1.54M -$3.78M -7,192 -71%
MIA
1993
MMBG Investment Advisors
Florida
$1.54M
KWM
1994
Kaydan Wealth Management
Michigan
$1.53M +$203K +386 +15%
ACM
1995
Advance Capital Management
Michigan
$1.53M -$66.8K -127 -4%
SIA
1996
Schechter Investment Advisors
Michigan
$1.53M -$270K -514 -15%
SAI
1997
Savvy Advisors Inc
New York
$1.53M +$1.53M +2,910 New
EIM
1998
Ervin Investment Management
Washington
$1.53M -$6.31K -12 -0.4%
ITIM
1999
Indiana Trust & Investment Management
Indiana
$1.53M -$30.5K -58 -2%
BFP
2000
Briaud Financial Planning
Texas
$1.53M +$1.53M +2,900 New