IVV icon

iShares Core S&P 500 ETF

2,730 hedge funds and large institutions have $249B invested in iShares Core S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,177 increasing their positions, 1,012 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,730
Holders Change
+24
Holders Change %
+0.89%
% of All Funds
43.53%
Holding in Top 10
890
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.25%
% of All Funds
14.19%
New
139
Increased
1,177
Reduced
1,012
Closed
83
Calls
$413M
Puts
$204M
Net Calls
+$209M
Net Calls Change
-$70.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AQR Capital Management
2076
AQR Capital Management
Connecticut
$741K +$741K +1,726 New
SW
2077
SlateStone Wealth
Florida
$740K -$66.1K -154 -8%
SFP
2078
Sandbox Financial Partners
Maryland
$739K -$33.9K -79 -4%
RCM
2079
Regency Capital Management
Hawaii
$739K
CWM
2080
Chicago Wealth Management
Illinois
$739K
CFO
2081
Collective Family Office
Pennsylvania
$737K -$32.6K -76 -4%
AMCA
2082
Arthur M. Cohen & Associates
Illinois
$736K
WAM
2083
Worth Asset Management
Texas
$733K +$157K +366 +27%
TCCM
2084
Timber Creek Capital Management
Massachusetts
$733K
HP
2085
Hyperion Partners
Pennsylvania
$733K +$328K +763 +81%
LWM
2086
LJI Wealth Management
Indiana
$732K -$56.8M -132,369 -99%
RF
2087
Rollins Financial
Georgia
$732K
E
2088
ETFidea
New York
$730K
HIS
2089
Harvest Investment Services
Illinois
$730K +$179K +417 +33%
C
2090
CEDRUS
Colorado
$724K -$129K -300 -15%
IPW
2091
Inlet Private Wealth
Florida
$724K +$21K +49 +3%
SIAS
2092
Summit Investment Advisory Services
Minnesota
$721K -$166K -386 -19%
TCM
2093
Triumph Capital Management
Colorado
$720K +$88K +204 +14%
CANC
2094
Culbertson A N & Co
Virginia
$720K -$4.29K -10 -0.6%
IRAG
2095
Investment Research & Advisory Group
Georgia
$714K -$250K -583 -26%
BF
2096
Blankinship & Foster
California
$713K -$76.9K -179 -10%
HCP
2097
Hexagon Capital Partners
Arkansas
$711K +$663K +1,545 +1,392%
CBT
2098
CoreFirst Bank & Trust
Kansas
$710K +$334K +777 +89%
HCM
2099
Hollencrest Capital Management
California
$709K
JBA
2100
Johnson Bixby & Associates
Washington
$706K