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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 %
NOI
2151
Newton One Investments
Delaware
$1.42M +$2.31K +4 +0.2%
EGWAG
2152
Elwood & Goetz Wealth Advisory Group
Georgia
$1.42M -$10.4K -18 -0.7%
BWL
2153
Bogart Wealth LLC
Virginia
$1.41M +$28.8K +50 +2%
GA
2154
Greenspring Advisors
Maryland
$1.41M -$21.9K -38 -2%
CWM
2155
CIBC World Markets
New York
$1.41M -$877K -1,520 -38%
CNB
2156
Camden National Bank
Maine
$1.4M -$84.8K -147 -6%
NCM
2157
NCM Capital Management
New Jersey
$1.4M +$263K +456 +23%
LWCFA
2158
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.4M +$453K +779 +48%
CGL
2159
Clarius Group LLC
Washington
$1.4M +$577 +1 +0%
FMI
2160
F/M Investments
District of Columbia
$1.39M +$1.13M +2,159 +435%
TW
2161
TrinityPoint Wealth
Connecticut
$1.38M +$85.4K +148 +7%
MCM
2162
Morton Capital Management
California
$1.38M -$81.3K -141 -6%
SFA
2163
Seneca Financial Advisors
New York
$1.38M -$807K -1,399 -37%
CWM
2164
Cabot Wealth Management
Massachusetts
$1.37M +$214K +371 +18%
BWM
2165
Birchcreek Wealth Management
Ohio
$1.37M -$137K -238 -9%
MHB
2166
Midwest Heritage Bank
Iowa
$1.37M – – –
SW
2167
SkyOak Wealth
Michigan
$1.36M -$47.9K -83 -3%
AIM
2168
Athena Investment Management
California
$1.36M – – –
AFG
2169
ABLE Financial Group
Arizona
$1.36M +$60K +104 +5%
HWP
2170
Highline Wealth Partners
California
$1.36M -$15.6K -27 -1%
CA
2171
Corrado Advisors
New Jersey
$1.36M -$67.5K -117 -5%
HFS
2172
HBC Financial Services
Washington
$1.36M -$30.9K -53 -2%
KIM
2173
Kestra Investment Management
Texas
$1.36M +$840K +1,457 +163%
AAS
2174
Asset Allocation Strategies
Michigan
$1.35M +$1.13M +1,960 +514%
SA
2175
Skyline Advisors
Washington
$1.35M +$1.35M +2,339 New
85 86
87
88 89