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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 %
W
2201
Wealthquest
Ohio
$1.28M -$6.86K -12 -0.5%
OHIS
2202
Oak Harvest Investment Services
Texas
$1.28M -$13.8K -24 -1%
AMCA
2203
Arthur M. Cohen & Associates
Illinois
$1.27M +$4K +7 +0.3%
FWM
2204
Focused Wealth Management
New York
$1.27M -$1.15K -2 -0.1%
BDFN
2205
Bond & Devick Financial Network
Minnesota
$1.26M – – –
RFG
2206
Range Financial Group
Oregon
$1.25M -$193K -334 -13%
RIM
2207
RW Investment Management
Idaho
$1.25M – – –
1WA
2208
180 Wealth Advisors
Washington
$1.25M -$100K -174 -7%
WAS
2209
Wealth Advisory Solutions
Indiana
$1.25M +$8.08K +14 +0.7%
SF
2210
Safeguard Financial
Wisconsin
$1.25M +$665K +1,152 +114%
CFCI
2211
Comprehensive Financial Consultants Institutional
Indiana
$1.24M – – –
CKAIS
2212
Christensen King & Associates Investment Services
Washington
$1.24M +$577 +1 +0%
AI
2213
Axiom Investors
Connecticut
$1.24M -$953K -1,653 -44%
CCM
2214
Crew Capital Management
Ohio
$1.24M -$387K -670 -24%
CWM
2215
CCG Wealth Management
California
$1.24M -$21.9K -38 -2%
RWA
2216
Roberts Wealth Advisors
California
$1.23M -$16.1K -28 -1%
WLIM
2217
White Lighthouse Investment Management
Massachusetts
$1.23M -$40.4K -70 -3%
SWA
2218
Sightline Wealth Advisors
Connecticut
$1.23M +$110K +191 +10%
AP
2219
Atwood & Palmer
Missouri
$1.22M – – –
SFB
2220
STAR Financial Bank
Indiana
$1.22M -$318K -551 -21%
CS
2221
Cannell & Spears
New York
$1.22M – – –
STB
2222
S&T Bank
Pennsylvania
$1.22M – – –
III
2223
Independent Investors Inc
New York
$1.21M -$23.1K -40 -2%
FWM
2224
FMB Wealth Management
California
$1.21M – – –
YC
2225
Yarbrough Capital
Tennessee
$1.21M – – –
87 88
89
90 91