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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 %
AGP
2376
Autumn Glory Partners
Texas
$888K – – –
MWA
2377
MN Wealth Advisors
Kansas
$887K -$11.5K -20 -1%
LMKC
2378
L.M. Kohn & Company
Ohio
$886K +$226K +391 +34%
SWM
2379
Shakespeare Wealth Management
Wisconsin
$883K +$2.88K +5 +0.3%
HIP
2380
Harrell Investment Partners
Texas
$882K -$157K -273 -15%
WAM
2381
Worth Asset Management
Texas
$880K – – –
AHIA
2382
Andrew Hill Investment Advisors
Florida
$876K -$4.04K -7 -0.5%
VV
2383
Verity & Verity
South Carolina
$876K +$600K +1,040 +218%
RC
2384
Reik & Co
New York
$874K – – –
RCS
2385
Retirement Capital Strategies
California
$872K – – –
RWM
2386
Revisor Wealth Management
Ohio
$870K +$870K +1,509 New
WWM
2387
WT Wealth Management
Arizona
$868K -$5.88K -10 -0.7%
UID
2388
Union Investments & Development
Israel
$868K – – –
ULWM
2389
Upper Left Wealth Management
Florida
$867K -$78.2K -138 -8%
CWG
2390
Crown Wealth Group
North Carolina
$866K -$2.23M -3,867 -72%
AAM
2391
American Asset Management
Florida
$865K – – –
PWP
2392
Principle Wealth Partners
Connecticut
$863K +$70.4K +122 +9%
VC
2393
Veracity Capital
Georgia
$861K -$61.7K -107 -7%
CA
2394
Calton & Associates
Florida
$861K -$46.2K -80 -5%
RFP
2395
Root Financial Partners
California
$860K +$342K +593 +66%
PS
2396
Planned Solutions
California
$859K +$577 +1 +0.1%
SP
2397
Sequent Planning
Nebraska
$859K -$54.8K -95 -6%
WIA
2398
Westbourne Investment Advisors
Maryland
$858K +$1.15K +2 +0.1%
OS
2399
Objectivity Squared
South Carolina
$855K -$520K -911 -38%
DI
2400
DDFG Inc
California
$854K +$30K +52 +4%
94 95
96
97 98