IVV icon

iShares Core S&P 500 ETF

2,662 hedge funds and large institutions have $217B invested in iShares Core S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,038 increasing their positions, 1,130 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,662
Holders Change
-11
Holders Change %
-0.41%
% of All Funds
42.61%
Holding in Top 10
845
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-0.59%
% of All Funds
13.52%
New
159
Increased
1,038
Reduced
1,130
Closed
109
Calls
$247M
Puts
$111M
Net Calls
+$136M
Net Calls Change
-$93.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
2101
Planned Solutions
California
$607K +$411 +1 +0.1%
NSAM
2102
North Star Asset Management
Wisconsin
$607K -$8.22K -20 -1%
WA
2103
Wealthstar Advisors
Texas
$607K -$26.7K -65 -4%
SL
2104
Summitry LLC
California
$606K +$822 +2 +0.1%
VNB
2105
Virginia National Bank
Virginia
$603K -$7.81K -19 -1%
AA
2106
Addison Advisors
Vermont
$601K -$633K -1,541 -51%
SC
2107
Shearwater Capital
Colorado
$600K
MAM
2108
Milestone Asset Management
Pennsylvania
$599K -$178K -432 -23%
DI
2109
DDFG Inc
California
$598K +$822 +2 +0.1%
CWMGP
2110
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$598K +$1.23K +3 +0.2%
SIS
2111
Strategic Investment Solutions
Illinois
$598K +$28.4K +69 +5%
SHWM
2112
Silicon Hills Wealth Management
Texas
$597K -$183K -444 -23%
CISOA
2113
Capital Investment Services of America
Wisconsin
$595K -$26.7K -65 -4%
FRA
2114
Front Row Advisors
California
$594K -$822 -2 -0.1%
CAM
2115
Close Asset Management
United Kingdom
$594K
WFA
2116
Wade Financial Advisory
California
$592K -$13.2K -32 -2%
WCA
2117
Waypoint Capital Advisors
Minnesota
$591K
SCA
2118
STALEY CAPITAL ADVISERS
Pennsylvania
$588K +$588K +1,430 New
SHWM
2119
Smith & Howard Wealth Management
Georgia
$587K -$21K -51 -3%
SAMC
2120
Spectrum Asset Management (California)
California
$586K +$22.6K +55 +4%
RCG
2121
Rock Creek Group
District of Columbia
$583K
TPWM
2122
Twelve Points Wealth Management
Massachusetts
$582K -$14K -34 -2%
QC
2123
QCM Cayman
Texas
$581K +$581K +1,414 New
SWM
2124
Shakespeare Wealth Management
Wisconsin
$578K +$20.1K +49 +4%
AA
2125
Advisory Alpha
Michigan
$576K +$169K +411 +42%