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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 %
BA
2176
Ballast Advisors
Minnesota
$1.35M -$129K -223 -9%
EFG
2177
Embree Financial Group
Illinois
$1.35M -$4.04K -7 -0.3%
BOM
2178
Bank of Marin
California
$1.34M +$235K +407 +21%
MIC
2179
Means Investment Company
Maine
$1.34M +$97.5K +169 +8%
LHWM
2180
Lake Hills Wealth Management
Texas
$1.34M – – –
CAL
2181
Capital Advisors Ltd
Ohio
$1.34M – – –
GWA
2182
Geometric Wealth Advisors
District of Columbia
$1.34M +$257K +445 +24%
KIG
2183
Kowal Investment Group
Wisconsin
$1.34M -$98.1K -170 -7%
DWP
2184
Destiny Wealth Partners
Florida
$1.34M -$56.5K -98 -4%
SCM
2185
Seascape Capital Management
New Hampshire
$1.33M +$1.73K +3 +0.1%
RW
2186
REDW Wealth
New Mexico
$1.33M -$112K -195 -8%
WTA
2187
Washington Trust Advisors
Massachusetts
$1.33M – – –
CIA
2188
Cape Investment Advisory
Georgia
$1.32M +$483K +837 +58%
FMTC
2189
Farmers & Merchants Trust Company
California
$1.32M -$53.6K -93 -4%
HNWA
2190
Henrickson Nauta Wealth Advisors
Michigan
$1.32M -$553K -958 -30%
HGERS
2191
Householder Group Estate & Retirement Specialist
Arizona
$1.32M -$53.6K -93 -4%
MCM
2192
Mendel Capital Management
Arkansas
$1.31M +$14.4K +25 +1%
FWA
2193
FSC Wealth Advisors
New York
$1.3M +$111K +192 +9%
VCAM
2194
Van Cleef Asset Management
Ohio
$1.3M -$46.7K -81 -3%
RP
2195
Reinhart Partners
Wisconsin
$1.29M – – –
CWMGP
2196
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.29M +$1.73K +3 +0.1%
CCA
2197
Criterion Capital Advisors
Tennessee
$1.29M – – –
FBT
2198
First Bank & Trust
South Dakota
$1.29M +$108K +187 +9%
AA
2199
Advisory Alpha
Michigan
$1.28M +$133K +231 +12%
IPW
2200
Intergy Private Wealth
Colorado
$1.28M -$8.65K -15 -0.7%
86 87
88
89 90