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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 %
MFWP
2126
Mosaic Family Wealth Partners
Missouri
$1.48M +$31.7K +55 +2%
CW
2127
Code Waechter
Florida
$1.47M +$1.47M +2,554 New
HA
2128
HFG Advisors
Ohio
$1.47M -$64.6K -112 -4%
CPSC
2129
Carl P. Sherr & Co
Massachusetts
$1.47M -$17.3K -30 -1%
PCM
2130
Princeton Capital Management
New Jersey
$1.46M – – –
BFA
2131
Brown Financial Advisory
Alabama
$1.46M -$8.08K -14 -0.5%
TLA
2132
Tanglewood Legacy Advisors
Texas
$1.46M -$54.8K -95 -4%
TWA
2133
Talisman Wealth Advisors
New Jersey
$1.46M +$489K +851 +51%
PRI
2134
Prepared Retirement Institute
Pennsylvania
$1.46M +$8.65K +15 +0.6%
EM
2135
Excalibur Management
Massachusetts
$1.45M – – –
DWM
2136
Diversify Wealth Management
Utah
$1.45M -$132K -228 -8%
JSSH
2137
J. Safra Sarasin Holding
$1.45M +$25.6K +45 +2%
APWA
2138
Atlas Private Wealth Advisors
New Jersey
$1.45M -$61.2K -106 -4%
TH
2139
Team Hewins
California
$1.45M +$373K +646 +35%
PP
2140
Patron Partners
Texas
$1.45M -$145K -251 -9%
WW
2141
Waterfront Wealth
Kansas
$1.44M +$373K +639 +35%
BP
2142
BNP Paribas
France
$1.44M +$138K +239 +11%
CP
2143
Canopy Partners
Ohio
$1.44M -$104K -180 -7%
TFA
2144
Toth Financial Advisory
Virginia
$1.43M +$87.1K +151 +6%
AT
2145
American Trust
Kentucky
$1.43M -$159K -276 -10%
MSWM
2146
McGlone Suttner Wealth Management
Wisconsin
$1.43M -$219K -379 -13%
R
2147
Rebalance
California
$1.42M +$110K +191 +8%
WGC
2148
Watts Gwilliam & Co
Arizona
$1.42M +$1.42M +2,466 New
LRWA
2149
Long Run Wealth Advisors
New York
$1.42M +$226K +391 +19%
AAM
2150
Austin Asset Management
Texas
$1.42M -$30.6K -53 -2%
84 85
86
87 88