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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

3,096 hedge funds and large institutions have $362B invested in iShares Core S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 1,325 increasing their positions, 1,212 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,096
Holders Change
+30
Holders Change %
+0.98%
% of All Funds
45.03%
Holding in Top 10
1,001
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.5%
% of All Funds
14.56%
New
173
Increased
1,325
Reduced
1,212
Closed
101
Calls
$388M
Puts
$517M
Net Calls
-$129M
Net Calls Change
-$219M

Top Buyers

1
CM
Capula Management
Cayman Islands
+$4.8B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$4.16B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.46B
4
Marshall Wace
Marshall Wace
United Kingdom
+$3.16B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.42B

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.17B
2
Goldman Sachs
Goldman Sachs
New York
-$3.66B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.16B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.52B
5
Wolverine Trading
Wolverine Trading
Illinois
-$1.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
226
Dakota Wealth Management
Florida
$148M -$895K -1,635 -0.6%
MIM
227
Monashee Investment Management
Massachusetts
$146M +$11.2M +20,500 +8%
MWM
228
Modera Wealth Management
New Jersey
$146M -$662K -1,209 -0.5%
TLFA
229
True Link Financial Advisors
California
$145M -$225K -412 -0.2%
Daiwa Securities Group
230
Daiwa Securities Group
Japan
$145M -$21.6M -37,593 -13%
FDCDDQ
231
Federation des caisses Desjardins du Quebec
Quebec, Canada
$144M -$9.9M -18,086 -6%
EPA
232
Element Pointe Advisors
Florida
$144M -$1.57M -2,860 -1%
FFA
233
Farther Finance Advisors
California
$143M +$22.7M +41,429 +19%
CWM
234
Calamos Wealth Management
Illinois
$142M -$6.94M -12,682 -5%
Kayne Anderson Rudnick Investment Management
235
Kayne Anderson Rudnick Investment Management
California
$138M +$11M +20,065 +9%
2P
236
26North Partners
New York
$136M +$99.6K +182 +0.1%
MFS
237
McNamara Financial Services
Massachusetts
$135M +$9.38M +17,140 +7%
LF
238
Lee Financial
Texas
$134M +$6.47M +11,815 +5%
SWA
239
SFMG Wealth Advisors
Texas
$134M -$975K -1,781 -0.7%
SWM
240
Spire Wealth Management
Virginia
$131M -$21.1M -38,623 -14%
FFA
241
First Foundation Advisors
California
$131M +$13.8M +25,206 +12%
UWPG
242
Ullmann Wealth Partners Group
Florida
$131M +$3.75M +6,854 +3%
JSTA
243
Japan Science & Technology Agency
Japan
$130M – – –
ASN
244
Advisory Services Network
Georgia
$130M +$6.97M +12,740 +6%
GC
245
Grimes & Company
Massachusetts
$130M -$4.86M -8,876 -4%
GIM
246
Goelzer Investment Management
Indiana
$130M +$18.3M +33,510 +16%
Sumitomo Mitsui Trust Group
247
Sumitomo Mitsui Trust Group
Japan
$130M +$40.2M +73,377 +45%
MFG
248
Merit Financial Group
Georgia
$129M +$928K +1,696 +0.7%
SSB
249
Sandy Spring Bank
Maryland
$128M +$7.41M +13,550 +6%
BOH
250
Bank of Hawaii
Hawaii
$127M -$4.46M -8,153 -3%
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