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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 %
MGI
2501
MayTech Global Investments
New York
$586K -$60.2K -110 -9%
PA
2502
Paragon Advisors
Texas
$586K +$367K +671 +168%
HA
2503
Hofer & Associates
California
$586K – – –
HPIA
2504
Hamilton Point Investment Advisors
North Carolina
$584K – – –
MAM
2505
Milestone Asset Management
Pennsylvania
$583K -$64.6K -118 -10%
AWM
2506
Austin Wealth Management
Texas
$580K +$100K +179 +21%
TAM
2507
Tucker Asset Management
Colorado
$576K -$19.2K -35 -3%
MIM
2508
Marco Investment Management
Georgia
$575K -$62.9K -115 -10%
SPWG
2509
Sage Private Wealth Group
Illinois
$575K -$323K -590 -36%
NLP
2510
Next Level Private
New York
$574K +$64K +117 +13%
MFG
2511
Monte Financial Group
Connecticut
$571K – – –
SMA
2512
Seven Mile Advisory
New Jersey
$570K – – –
HFS
2513
Haverford Financial Services
Pennsylvania
$569K -$98.5K -180 -15%
KCFA
2514
Key Client Fiduciary Advisors
New Jersey
$568K -$58K -106 -9%
PT
2515
Plimoth Trust
Massachusetts
$566K -$38.3K -70 -6%
WOC
2516
West Oak Capital
California
$566K +$27.4K +50 +5%
Balyasny Asset Management
2517
Balyasny Asset Management
Illinois
$565K +$565K +1,032 New
RFN
2518
RDA Financial Network
Iowa
$565K +$12K +22 +2%
CFAM
2519
Center For Asset Management
Florida
$564K +$1.64K +3 +0.3%
DAM
2520
Delta Asset Management
Tennessee
$563K – – –
FA
2521
Fiduciary Alliance
South Carolina
$563K +$2.21K +4 +0.4%
AWA
2522
Acorn Wealth Advisors
Michigan
$562K +$562K +1,028 New
RWS
2523
Resolute Wealth Strategies
Mississippi
$562K +$547 +1 +0.1%
MLL
2524
Moody Lynn & Lieberson
Massachusetts
$560K – – –
CSB
2525
City State Bank
Iowa
$559K +$5.47K +10 +1%
99 100
101
102 103