IVV icon

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 %
FWM
2001
Forza Wealth Management
Florida
$1.87M +$142K +246 +8%
WCWM
2002
Willow Creek Wealth Management
California
$1.87M -$245K -424 -12%
ISB
2003
Iowa State Bank
Iowa
$1.86M -$50.8K -88 -3%
NFP
2004
Narus Financial Partners
Utah
$1.86M +$29.4K +51 +2%
OPCM
2005
Osborne Partners Capital Management
California
$1.86M +$472K +818 +34%
BC
2006
Burney Company
Virginia
$1.86M +$11.5K +20 +0.6%
VAF
2007
Values Added Financial
District of Columbia
$1.85M – – –
FAM
2008
Family Asset Management
South Carolina
$1.85M -$99.2K -172 -5%
CFS
2009
Cannon Financial Strategists
Georgia
$1.85M -$16.7K -29 -0.9%
ACP
2010
Aviance Capital Partners
Florida
$1.84M +$6.35K +11 +0.3%
GSIAS
2011
Garden State Investment Advisory Services
New Jersey
$1.84M -$204K -353 -10%
MCM
2012
McRae Capital Management
New Jersey
$1.84M +$58.8K +102 +3%
VAMG
2013
Voisard Asset Management Group
Michigan
$1.83M +$730K +1,265 +66%
PWM
2014
PBMares Wealth Management
Virginia
$1.83M -$184K -319 -9%
GA
2015
Goldstein Advisors
Wisconsin
$1.83M -$102K -177 -5%
MAWA
2016
Moss Adams Wealth Advisors
Washington
$1.82M +$17.3K +30 +1%
TW
2017
Traveka Wealth
California
$1.81M -$1.06M -1,839 -37%
FWM
2018
Fingerlakes Wealth Management
New York
$1.81M -$24.8K -43 -1%
APW
2019
Atlantic Private Wealth
North Carolina
$1.8M – – –
KLI
2020
Kelman-Lazarov Inc
Tennessee
$1.8M +$167K +289 +10%
FIM
2021
FWL Investment Management
Texas
$1.8M +$1.45M +2,520 +421%
SI
2022
Saxon Interests
Texas
$1.8M -$50.8K -88 -3%
UL
2023
Unionview LLC
Washington
$1.79M -$23.1K -40 -1%
JMFC
2024
J.M. Forbes & Co
Massachusetts
$1.79M +$46.1K +80 +3%
BFG
2025
Berger Financial Group
Minnesota
$1.78M +$292K +506 +20%
79 80
81
82 83