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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 %
DJSG
1976
D.J. St. Germain
Massachusetts
$1.92M +$24.8K +43 +1%
GKIM
1977
GW&K Investment Management
Massachusetts
$1.92M +$142K +247 +8%
C1AG
1978
Client 1st Advisory Group
Florida
$1.91M -$577 -1 -0%
CAI
1979
Capital Advisors Inc
Oklahoma
$1.91M +$206K +357 +12%
FVCM
1980
F&V Capital Management
Florida
$1.91M – – –
BPAMU
1981
BTG Pactual Asset Management US
New York
$1.91M – – –
LOPW
1982
Live Oak Private Wealth
North Carolina
$1.9M -$24.2K -42 -1%
ZIG
1983
Zullo Investment Group
Pennsylvania
$1.9M -$4.04K -7 -0.2%
TCOT
1984
Trust Company of Toledo
Ohio
$1.9M – – –
RPWA
1985
Regent Peak Wealth Advisors
Georgia
$1.9M +$7.5K +13 +0.4%
S
1986
Sachetta
Massachusetts
$1.9M -$32.3K -56 -2%
EAM
1987
Empirical Asset Management
Massachusetts
$1.9M -$16.7K -29 -0.9%
LC
1988
Lavaca Capital
Texas
$1.9M +$1.15M +1,987 +153%
TTWM
1989
TCV Trust & Wealth Management
Virginia
$1.9M -$72.7K -126 -4%
SCP
1990
Sandhill Capital Partners
New York
$1.9M -$19.6K -34 -1%
FF
1991
Francis Financial
$1.89M -$413K -716 -18%
AWA
1992
ARQ Wealth Advisors
Arizona
$1.89M -$11.9K -21 -0.6%
DI
1993
Disciplined Investments
Oklahoma
$1.89M -$7.5K -13 -0.4%
1SB
1994
1ST Source Bank
Indiana
$1.88M -$120K -208 -6%
MAA
1995
Matrix Asset Advisors
New York
$1.88M +$651K +1,128 +53%
IWA
1996
Inspirion Wealth Advisors
Illinois
$1.88M +$9.23K +16 +0.5%
AFG
1997
Allegheny Financial Group
Pennsylvania
$1.87M -$115K -199 -6%
SW
1998
SlateStone Wealth
Florida
$1.87M +$496K +860 +36%
FNWA
1999
Financial Network Wealth Advisors
Utah
$1.87M +$42.1K +73 +2%
IBOK
2000
Independence Bank of Kentucky
Kentucky
$1.87M +$376K +652 +25%
78 79
80
81 82