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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 %
BI
2276
Ballast Inc
Kentucky
$1.1M – – –
CIM
2277
Corda Investment Management
Texas
$1.1M +$1.1M +1,907 New
CWM
2278
Chicago Wealth Management
Illinois
$1.1M – – –
CNFG
2279
Creegan & Nassoura Financial Group
New Hampshire
$1.1M – – –
BFA
2280
Bill Few Associates
Pennsylvania
$1.1M -$103K -179 -9%
SM
2281
Sensible Money
Arizona
$1.09M -$42.7K -74 -4%
CCWM
2282
Correct Capital Wealth Management
Missouri
$1.08M +$211K +366 +24%
DSN
2283
D. Scott Neal
Kentucky
$1.08M – – –
MSR
2284
Main Street Research
Connecticut
$1.08M +$325K +563 +43%
FTA
2285
Financial & Tax Architects
Missouri
$1.08M +$1.08M +1,876 New
GC
2286
Garde Capital
Washington
$1.08M -$37.5K -65 -3%
PAM
2287
PVG Asset Management
Colorado
$1.08M -$2.04M -3,531 -65%
PWM
2288
Prosperity Wealth Management
California
$1.08M +$30K +52 +3%
CWAG
2289
Compton Wealth Advisory Group
Virginia
$1.07M – – –
PF
2290
Penney Financial
Texas
$1.07M +$8.65K +15 +0.8%
PIP
2291
Peachtree Investment Partners
Florida
$1.06M +$2.31K +4 +0.2%
SVCP
2292
Silicon Valley Capital Partners
California
$1.06M +$4.04K +7 +0.4%
SAM
2293
Sompo Asset Management
Japan
$1.06M -$1.01M -1,755 -49%
RSA
2294
River Street Advisors
Illinois
$1.06M +$258K +447 +32%
SPWM
2295
Schrum Private Wealth Management
Florida
$1.06M -$1.15M -1,989 -52%
FPWM
2296
FSB Premier Wealth Management
Iowa
$1.06M -$62.3K -108 -6%
IPW
2297
IronBridge Private Wealth
Texas
$1.05M – – –
CHP
2298
Cable Hill Partners
Oregon
$1.05M -$129K -224 -11%
AFG
2299
Altiora Financial Group
Ohio
$1.05M – – –
JF
2300
Joule Financial
Kentucky
$1.05M +$28.3K +49 +3%
90 91
92
93 94