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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 %
RRCM
2351
Rappaport Reiches Capital Management
Illinois
$929K – – –
APW
2352
Aurora Private Wealth
New Jersey
$929K +$1.15K +2 +0.1%
HFAS
2353
Hummer Financial Advisory Services
Illinois
$929K – – –
PS
2354
Portfolio Strategies
New York
$928K – – –
BRA
2355
Biechele Royce Advisors
Indiana
$918K -$297K -515 -24%
WKWM
2356
Walter & Keenan Wealth Management
Indiana
$917K – – –
MWM
2357
Meritas Wealth Management
California
$917K – – –
SKK
2358
Shepherd Kaplan Krochuk
Massachusetts
$913K +$42.1K +73 +5%
SSWM
2359
Smith Salley Wealth Management
North Carolina
$912K -$21.9K -38 -2%
LAS
2360
Lloyd Advisory Services
Georgia
$911K -$764K -1,324 -46%
TFA
2361
TPG Financial Advisors
Oregon
$906K +$1.15K +2 +0.1%
MAS
2362
Madden Advisory Services
Florida
$905K +$171K +297 +23%
DWA
2363
Delap Wealth Advisory
Oregon
$903K -$2.88K -5 -0.3%
PWA
2364
Prairie Wealth Advisors
Nebraska
$902K -$377K -654 -29%
AP
2365
Adero Partners
California
$901K -$81.9K -142 -8%
MMPW
2366
Mitchell McLeod Pugh & Williams
Alabama
$899K -$122K -212 -12%
CCG
2367
Ceeto Capital Group
Florida
$898K – – –
RAM
2368
Ramirez Asset Management
New York
$897K – – –
WFA
2369
Wade Financial Advisory
California
$895K +$64K +111 +8%
TVAMP
2370
Tennessee Valley Asset Management Partners
Tennessee
$895K -$32.9K -57 -4%
CCM
2371
Colorado Capital Management
Colorado
$894K -$199K -345 -18%
DFA
2372
DHJJ Financial Advisors
Illinois
$893K -$20.8K -36 -2%
JFGLC
2373
Johnson Financial Group LLC (Colorado)
Colorado
$891K +$331K +573 +59%
Wealthfront Advisers
2374
Wealthfront Advisers
California
$889K -$195K -338 -18%
CANC
2375
Culbertson A N & Co
Virginia
$889K -$23.1K -40 -3%
93 94
95
96 97