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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 %
CWMS
2226
Cannon Wealth Management Services
North Carolina
$1.21M +$1.21M +2,095 New
HA
2227
Herold Advisors
New York
$1.21M -$505K -876 -30%
SNBOSD
2228
Security National Bank of So Dak
Iowa
$1.2M +$1.2M +2,087 New
HCA
2229
Harbor Capital Advisors
Illinois
$1.2M +$79K +137 +7%
PCI
2230
Planning Center Inc
Illinois
$1.2M +$23.1K +40 +2%
SC
2231
Searle & Co
Connecticut
$1.19M -$137K -238 -10%
BFA
2232
Bragg Financial Advisors
North Carolina
$1.19M +$56K +97 +5%
TIA
2233
Tiemann Investment Advisors
California
$1.19M +$136K +236 +13%
SAA
2234
Southeast Asset Advisors
Georgia
$1.19M – – –
BWG
2235
Balanced Wealth Group
Ohio
$1.19M -$343K -594 -22%
VIM
2236
Vista Investment Management
Pennsylvania
$1.19M -$1.73K -3 -0.1%
HC
2237
Hamilton Capital
Ohio
$1.19M +$61.7K +108 +5%
SPL
2238
Smart Portfolios LLC
Washington
$1.18M -$285K -494 -19%
HIS
2239
Harvest Investment Services
Illinois
$1.18M +$41K +71 +4%
WFA
2240
Wells Financial Advisors
Massachusetts
$1.17M -$980K -1,699 -45%
RIM
2241
Redwood Investment Management
Arizona
$1.17M +$42.5K +73 +4%
LRIA
2242
Leonard Rickey Investment Advisors
Washington
$1.17M -$44.4K -77 -4%
HCP
2243
Hardin Capital Partners
South Carolina
$1.17M -$25.9K -45 -2%
CCP
2244
Clarity Capital Partners
California
$1.17M +$57.1K +99 +5%
LA
2245
LexAurum Advisors
Kansas
$1.16M -$129K -224 -10%
CAM
2246
Cozad Asset Management
Illinois
$1.16M +$2.31K +4 +0.2%
TI
2247
Trexquant Investment
Connecticut
$1.16M +$190K +329 +20%
HWA
2248
HHM Wealth Advisors
Tennessee
$1.16M -$747K -1,295 -39%
RK
2249
Rather & Kittrell
Tennessee
$1.16M – – –
MS
2250
Madden Securities
Texas
$1.15M -$234K -405 -17%
88 89
90
91 92