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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 %
SWM
2026
Sugarloaf Wealth Management
Georgia
$1.77M -$28.8K -50 -2%
KAM
2027
KEB Asset Management
Illinois
$1.77M – – –
SFP
2028
Sweet Financial Partners
Minnesota
$1.76M +$4.62K +8 +0.3%
BFC
2029
Blue Fin Capital
Rhode Island
$1.76M -$9.81K -17 -0.6%
SCA
2030
Scott Capital Advisors
Oregon
$1.76M +$6.34K +11 +0.4%
LA
2031
LM Advisors
California
$1.75M -$512K -887 -23%
MA
2032
MKT Advisors
California
$1.74M – – –
FMC
2033
First Merchants Corp
Indiana
$1.74M +$26K +45 +2%
BOPW
2034
Brandywine Oak Private Wealth
Pennsylvania
$1.74M +$78.4K +136 +5%
AWA
2035
Arbor Wealth Advisors
Michigan
$1.74M +$6.35K +11 +0.4%
PWA
2036
PCG Wealth Advisors
Kansas
$1.74M +$17.3K +30 +1%
GAA
2037
Guardian Asset Advisors
Pennsylvania
$1.74M -$586K -1,018 -25%
SCM
2038
Sebold Capital Management
Illinois
$1.73M – – –
HBS
2039
Howard Bailey Securities
Indiana
$1.73M +$1.73M +3,002 New
RP
2040
Riverbridge Partners
Minnesota
$1.72M -$5.16M -8,951 -75%
CWA
2041
Clarity Wealth Advisors
California
$1.72M +$152K +264 +10%
TWM
2042
Tradition Wealth Management
Minnesota
$1.72M +$205K +355 +14%
VCP
2043
Vista Capital Partners
Oregon
$1.71M -$213K -370 -11%
GWAG
2044
Garrett Wealth Advisory Group
Texas
$1.71M +$789K +1,368 +86%
RA
2045
Riversedge Advisors
Delaware
$1.71M +$2.89K +5 +0.2%
BFWA
2046
Benchmark Financial Wealth Advisors
Florida
$1.71M +$42.7K +74 +3%
FAT
2047
First American Trust
California
$1.71M +$404K +701 +31%
CTC
2048
Corundum Trust Company
South Dakota
$1.71M -$373K -647 -18%
PTC
2049
Philadelphia Trust Company
Pennsylvania
$1.7M +$9.23K +16 +0.5%
PL
2050
Parthenon LLC
Kentucky
$1.7M -$13.3K -23 -0.8%
80 81
82
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