IVV icon

iShares Core S&P 500 ETF

3,001 hedge funds and large institutions have $295B invested in iShares Core S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 374 funds opening new positions, 1,261 increasing their positions, 1,038 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,001
Holders Change
+271
Holders Change %
+9.93%
% of All Funds
43.99%
Holding in Top 10
970
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+8.99%
% of All Funds
14.22%
New
374
Increased
1,261
Reduced
1,038
Closed
61
Calls
$499M
Puts
$484M
Net Calls
+$14.6M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Shares
Change %
FFG
2276
Frisch Financial Group
New York
$745K +$955 +2 +0.1%
NEWAS
2277
N.E.W. Advisory Services
Wisconsin
$744K -$34.4K -72 -4%
OFS
2278
OneAscent Financial Services
Alabama
$744K +$130K +272 +21%
WIM
2279
WealthPlan Investment Management
Nebraska
$743K +$37.3K +78 +5%
CCG
2280
Ceeto Capital Group
Florida
$743K
RAM
2281
Ramirez Asset Management
New York
$743K
ULWM
2282
Upper Left Wealth Management
Florida
$740K -$41.6K -87 -5%
CCT
2283
Capital City Trust
Florida
$737K
HWM
2284
Horizons Wealth Management
North Carolina
$732K -$41.6K -87 -5%
YCM
2285
Yousif Capital Management
Michigan
$731K +$158K +330 +28%
SIAS
2286
Summit Investment Advisory Services
Minnesota
$728K -$73.5K -154 -9%
SWM
2287
Shakespeare Wealth Management
Wisconsin
$728K
AWP
2288
Accretive Wealth Partners
New Jersey
$728K +$30.6K +64 +4%
IFA
2289
Interactive Financial Advisors
Illinois
$725K -$2.22M -42,333 -75%
RC
2290
Reik & Co
New York
$724K
PPW
2291
Parcion Private Wealth
Washington
$723K -$1.91K -4 -0.3%
SG Americas Securities
2292
SG Americas Securities
New York
$718K -$1.13M -2,370 -61%
AAM
2293
American Asset Management
Florida
$716K -$149K -312 -17%
WWM
2294
WT Wealth Management
Arizona
$716K
RCM
2295
Regency Capital Management
Hawaii
$712K -$110K -231 -13%
CAM
2296
Cozad Asset Management
Illinois
$711K +$43.9K +92 +7%
MSG
2297
Main Street Group
Virginia
$711K +$711K +1,488 New
KFC
2298
Klingenstein Fields & Co
New York
$711K +$5.73K +12 +0.8%
VPIM
2299
Vanguard Personalized Indexing Management
California
$708K +$174K +364 +33%
PS
2300
Planned Solutions
California
$707K +$955 +2 +0.1%