IVV icon

iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GWWM
2451
Great Waters Wealth Management
Minnesota
$765K +$1.15K +2 +0.2%
GAA
2452
Global Assets Advisory
Florida
$764K -$1.07M -1,870 -58%
JWS
2453
Juncture Wealth Strategies
Arizona
$764K -$13.3K -23 -2%
RAM
2454
Redmond Asset Management
Virginia
$761K -$1.15K -2 -0.2%
CB
2455
Chris Bulman
California
$758K +$30K +52 +4%
CFA
2456
Capstone Financial Advisors
Illinois
$758K +$1.73K +3 +0.2%
PFA
2457
Pathway Financial Advisors
Vermont
$758K
FFG
2458
Frisch Financial Group
New York
$757K -$43.2K -75 -5%
FFG
2459
Fiduciary Financial Group
California
$756K +$80.1K +139 +12%
CCG
2460
Chatham Capital Group
Georgia
$755K
TC
2461
Tenret Company
Florida
$754K
CA
2462
Carson Advisory
Georgia
$753K +$6.92K +12 +0.9%
SDWIA
2463
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$753K +$48.5K +84 +7%
TAM
2464
Townsend Asset Management
North Carolina
$751K -$16.7K -29 -2%
STCOSD
2465
Sageworth Trust Company of South Dakota
South Dakota
$751K +$133K +230 +21%
FAM
2466
Fenimore Asset Management
New York
$750K +$57.7K +100 +8%
Invesco
2467
Invesco
Georgia
$748K +$288K +499 +63%
BWP
2468
Balboa Wealth Partners
Arizona
$745K +$9.8K +17 +1%
HTHT
2469
Hemenway Trust Hemenway Trust
New Hampshire
$743K -$5.77K -10 -0.8%
FNBOMD
2470
First National Bank of Mount Dora
Florida
$732K
HWM
2471
Horizons Wealth Management
North Carolina
$731K -$11K -19 -1%
UWM
2472
USAdvisors Wealth Management
Minnesota
$730K +$55.6K +97 +8%
SW
2473
SMART Wealth
Nebraska
$728K +$178K +309 +32%
TFGT
2474
TS Financial Group (TSFG)
Illinois
$726K -$49.6K -86 -6%
ACA
2475
Anchor Capital Advisors
Massachusetts
$725K