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 %
HFS
2426
Haverford Financial Services
Pennsylvania
$641K
DLCIG
2427
D.L. Carlson Investment Group
New Hampshire
$641K
CFA
2428
Capstone Financial Advisors
Illinois
$641K +$68.8K +131 +12%
MC
2429
Martin & Co
Tennessee
$640K
SHWM
2430
Smith & Howard Wealth Management
Georgia
$638K -$15.8K -30 -2%
PIFP
2431
Partners in Financial Planning
Virginia
$638K
T
2432
Tidemark
California
$638K +$124K +236 +24%
ACA
2433
Anchor Capital Advisors
Massachusetts
$634K -$13.1K -25 -2%
FAM
2434
Fenimore Asset Management
New York
$631K
TFG
2435
Tilson Financial Group
New Jersey
$626K -$24.7K -47 -4%
CF
2436
Convergence Financial
Missouri
$622K -$12.1K -23 -2%
MAM
2437
Milestone Asset Management
Pennsylvania
$622K -$51.5K -98 -8%
MGI
2438
MayTech Global Investments
New York
$621K +$526 +1 +0.1%
TCM
2439
Tandem Capital Management
New Jersey
$621K +$12.1K +23 +2%
FFP
2440
FourThought Financial Partners
Florida
$621K -$22.1K -42 -3%
IPW
2441
Impact Partnership Wealth
Georgia
$618K -$46.3K -88 -7%
FI
2442
FWG Investments
Kentucky
$616K -$30.5K -58 -5%
CI
2443
CPR Investments
Michigan
$613K -$48.4K -92 -7%
MIM
2444
Marco Investment Management
Georgia
$613K +$67.8K +129 +12%
KV
2445
Kickstand Ventures
New York
$612K +$84.1K +160 +16%
ISL
2446
Ingalls & Snyder LLC
New York
$612K -$63K -120 -9%
WP
2447
Wealthspan Partners
Iowa
$609K +$609K +1,159 New
IC
2448
Inscription Capital
Texas
$609K +$193K +367 +46%
WW
2449
Waterfront Wealth
Kansas
$606K -$86.4K -170 -12%
OIM
2450
Opus Investment Management
Massachusetts
$605K