IVV icon

iShares Core S&P 500 ETF

3,066 hedge funds and large institutions have $334B invested in iShares Core S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 1,304 increasing their positions, 1,212 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,066
Holders Change
+65
Holders Change %
+2.17%
% of All Funds
44.44%
Holding in Top 10
996
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.68%
% of All Funds
14.44%
New
197
Increased
1,304
Reduced
1,212
Closed
91
Calls
$416M
Puts
$325M
Net Calls
+$90.2M
Net Calls Change
+$75.6M
Name Holding Trade Value Shares
Change
Shares
Change %
NEWAS
2276
N.E.W. Advisory Services
Wisconsin
$875K +$55.7K +106 +7%
MMPW
2277
Mitchell McLeod Pugh & Williams
Alabama
$875K +$13.1K +25 +2%
LWCFA
2278
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$870K -$900K -1,793 -51%
JBA
2279
Johnson Bixby & Associates
Washington
$864K
SPWG
2280
Sage Private Wealth Group
Illinois
$862K +$131K +250 +18%
RCM
2281
RMR Capital Management
California
$861K -$40K -76 -4%
RZH
2282
Relyea Zuckerberg Hanson
Connecticut
$861K -$23.1K -44 -3%
FWP
2283
Falcon Wealth Planning
California
$860K +$425K +808 +98%
IWN
2284
Independent Wealth Network
Iowa
$858K +$22.6K +43 +3%
DWA
2285
Delap Wealth Advisory
Oregon
$854K -$929K -1,767 -52%
BMA
2286
Brooks Moore & Associates
Tennessee
$854K -$131K -250 -13%
PPW
2287
Parcion Private Wealth
Washington
$852K +$56.8K +108 +7%
DA
2288
Drake & Associates
Wisconsin
$848K +$187K +355 +28%
PWP
2289
Perfromance Wealth Partners
Illinois
$847K -$237K -451 -22%
MWM
2290
Meritas Wealth Management
California
$847K +$2.63K +5 +0.3%
CA
2291
Calton & Associates
Florida
$844K +$2.63K +5 +0.3%
TVAMP
2292
Tennessee Valley Asset Management Partners
Tennessee
$844K -$1.38M -2,625 -62%
SFP
2293
Sandbox Financial Partners
Maryland
$843K +$5.78K +11 +0.7%
APW
2294
Aurora Private Wealth
New Jersey
$843K +$1.05K +2 +0.1%
BEI
2295
Benjamin Edwards Inc
Missouri
$843K +$6.31K +12 +0.8%
MHWM
2296
Montz Harcus Wealth Management
Louisiana
$842K -$10.5K -20 -1%
CI
2297
Ceera Investments
Texas
$838K +$182K +347 +28%
CANC
2298
Culbertson A N & Co
Virginia
$836K -$26.3K -50 -3%
WKWM
2299
Walter & Keenan Wealth Management
Indiana
$836K +$108K +206 +15%
AFG
2300
Altiora Financial Group
Ohio
$835K