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 %
GAM
2101
Griffin Asset Management
New York
$1.52M +$16.7K +29 +1%
NWM
2102
Northwest Wealth Management
Iowa
$1.52M -$76.1K -132 -5%
RA
2103
Rodgers & Associates
Pennsylvania
$1.52M -$23.1K -40 -1%
FPCG
2104
Fort Pitt Capital Group
Pennsylvania
$1.52M +$13.8K +24 +0.9%
EP
2105
EPIQ Partners
Minnesota
$1.52M +$342K +593 +29%
TCBWMS
2106
Texas Capital Bank Wealth Management Services
Texas
$1.51M – – –
MMG
2107
Monetary Management Group
Missouri
$1.51M – – –
MIG
2108
McGuire Investment Group
Rhode Island
$1.51M +$4.04K +7 +0.3%
1CP
2109
17 Capital Partners
Arizona
$1.5M +$66.9K +116 +5%
MA
2110
MJP Associates
Connecticut
$1.5M +$6.92K +12 +0.5%
CS
2111
Capital Square
Tennessee
$1.5M – – –
HWP
2112
Hibernia Wealth Partners
Louisiana
$1.5M -$32.9K -57 -2%
ACS
2113
Archford Capital Strategies
Illinois
$1.5M +$587 +1 +0%
PI
2114
PFG Investments
New York
$1.49M +$58.2K +101 +4%
LWA
2115
Lantern Wealth Advisors
New York
$1.49M -$565K -979 -27%
MBTD
2116
Mechanics Bank - Trust Department
California
$1.49M +$60.6K +105 +4%
AWA
2117
Authentikos Wealth Advisory
California
$1.49M +$1.49M +2,582 New
LFG
2118
Lockerman Financial Group
California
$1.49M -$41K -71 -3%
EGA
2119
E&G Advisors
Texas
$1.49M +$51.9K +90 +4%
LAM
2120
Lakewood Asset Management
Illinois
$1.48M -$58.3K -101 -4%
RC
2121
Randolph Company
Ohio
$1.48M -$50.2K -87 -3%
PSC
2122
Prentiss Smith & Co
Vermont
$1.48M – – –
DP
2123
DDD Partners
Washington
$1.48M +$577 +1 +0%
LC
2124
LCNB Corp
Ohio
$1.48M -$87.1K -151 -6%
AAP
2125
Arax Advisory Partners
Colorado
$1.48M -$5.77K -10 -0.4%
83 84
85
86 87