IVV icon

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 %
SOAG
2526
Silver Oak Advisory Group
Oregon
$557K -$10.9K -20 -2%
DA
2527
Dash Acquisitions
California
$555K +$55.4K +99 +11%
MPCG
2528
Matrix Private Capital Group
New York
$554K – – –
KFS
2529
Kaizen Financial Strategies
California
$553K +$125K +229 +29%
SF
2530
Safeguard Financial
Wisconsin
$552K -$547 -1 -0.1%
PAM
2531
Peninsula Asset Management
Florida
$551K +$551K +1,007 New
ETIA
2532
Epic Trust Investment Advisors
Washington
$549K -$13.1K -24 -2%
DFA
2533
Delta Financial Advisors
Louisiana
$548K -$222K -406 -29%
EB
2534
Eastern Bank
Massachusetts
$547K – – –
GG
2535
Gleason Group
Kentucky
$546K +$1.64K +3 +0.3%
FSA
2536
Financial Security Advisor
Virginia
$546K +$83.7K +153 +18%
SHA
2537
Seneca House Advisors
Virginia
$545K +$41K +75 +8%
CPC
2538
Consolidated Planning Corp
Georgia
$545K -$25.2K -46 -4%
UBV
2539
United Bank (Virginia)
Virginia
$545K -$16.4K -30 -3%
SHF
2540
Stage Harbor Financial
Massachusetts
$544K – – –
SP
2541
Stonebrook Private
Michigan
$541K -$12K -22 -2%
KV
2542
Kickstand Ventures
New York
$540K -$96.8K -177 -15%
SFS
2543
Sharp Financial Services
Pennsylvania
$534K +$110K +201 +26%
WH
2544
Willner & Heller
California
$533K +$16.4K +30 +3%
CA
2545
Cambridge Advisors
Nebraska
$532K +$16.4K +30 +3%
JFGLC
2546
Johnson Financial Group LLC (Colorado)
Colorado
$532K +$532K +972 New
RWA
2547
Rooted Wealth Advisors
Illinois
$531K +$198K +356 +59%
HAIM
2548
Hunter Associates Investment Management
Pennsylvania
$530K -$8.76K -16 -2%
CG
2549
CFO4Life Group
Texas
$527K +$55.8K +102 +12%
LFA
2550
Longview Financial Advisors
Alabama
$527K +$3.29K +6 +0.6%
100 101
102
103 104