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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 %
SWMP
2076
Signature Wealth Management Partners
New Jersey
$1.62M -$13.3K -23 -0.8%
PA
2077
Parkside Advisors
California
$1.62M – – –
GSEP
2078
Golden State Equity Partners
California
$1.61M -$1.65M -2,866 -51%
MBI
2079
May Barnhard Investments
Maryland
$1.61M -$209K -363 -12%
Toronto Dominion Bank
2080
Toronto Dominion Bank
Ontario, Canada
$1.61M +$21.9K +38 +1%
FCT
2081
First Community Trust
Iowa
$1.61M – – –
COI
2082
Connable Office Inc
Michigan
$1.6M -$20.2K -35 -1%
ODG
2083
O'Dell Group
Ohio
$1.6M +$40.9K +71 +3%
PA
2084
Prossimo Advisors
California
$1.6M +$144K +249 +10%
VF
2085
Vista Finance
Missouri
$1.59M -$31.7K -55 -2%
EHC
2086
Everett Harris & Co
California
$1.59M +$31.1K +54 +2%
EIM
2087
Ervin Investment Management
Washington
$1.59M -$17.9K -31 -1%
CAM
2088
Clark Asset Management
New Hampshire
$1.59M +$26K +45 +2%
FA
2089
Faithward Advisors
Pennsylvania
$1.57M -$64K -111 -4%
KFS
2090
Kurt F. Somerville
$1.56M +$96.9K +168 +7%
BCM
2091
Brookmont Capital Management
Texas
$1.55M -$32.3K -56 -2%
RRA
2092
Round Rock Advisors
Connecticut
$1.55M -$83.1K -144 -5%
BTW
2093
Boston Trust Walden
Massachusetts
$1.54M +$57.7K +100 +4%
AWM
2094
Accel Wealth Management
Iowa
$1.54M -$13.3K -23 -0.9%
FAG
2095
Fortitude Advisory Group
Washington
$1.54M +$15.6K +27 +1%
E
2096
ETFidea
New York
$1.53M +$73.8K +128 +5%
OLVIG
2097
Oliver Lagore Vanvalin Investment Group
Michigan
$1.53M -$310K -537 -17%
AIA
2098
Arbor Investment Advisors
North Carolina
$1.53M -$5.19K -9 -0.3%
FWP
2099
Family Wealth Partners
North Carolina
$1.53M +$1.15K +2 +0.1%
FL
2100
FreeGulliver LLC
Louisiana
$1.53M +$252K +437 +20%
82 83
84
85 86