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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 %
FSG
2576
Financial Strategies Group
Michigan
$501K +$559 +1 +0.1%
MP
2577
McDonald Partners
Ohio
$500K -$548 -1 -0.1%
WA
2578
Wealthstream Advisors
New York
$498K -$25.7K -47 -5%
CAM
2579
Congress Asset Management
Massachusetts
$497K -$123K -225 -20%
SAM
2580
Sequent Asset Management
Texas
$497K – – –
TA
2581
TruWealth Advisors
Louisiana
$496K -$263K -481 -35%
MGWA
2582
Monument Group Wealth Advisors
Massachusetts
$495K +$176K +321 +55%
IHWM
2583
Iron Horse Wealth Management
Iowa
$495K – – –
RB
2584
Richmond Brothers
Michigan
$494K -$3.28K -6 -0.7%
FCCM
2585
First City Capital Management
Georgia
$494K – – –
IPW
2586
Inlet Private Wealth
Florida
$494K +$29.6K +54 +6%
LWM
2587
Lodestone Wealth Management
Washington
$493K +$25.7K +47 +5%
RCG
2588
Regatta Capital Group
California
$493K – – –
MAWAG
2589
Mid-American Wealth Advisory Group
Missouri
$493K -$35.6K -65 -7%
CCA
2590
Cravens & Co Advisors
Tennessee
$493K – – –
RFP
2591
Root Financial Partners
California
$491K +$182K +333 +59%
AWP
2592
Abacus Wealth Partners
California
$491K +$31.7K +58 +7%
BB
2593
Bell Bank
North Dakota
$491K +$124K +226 +34%
KIM
2594
Kestra Investment Management
Texas
$490K +$490K +896 New
CAC
2595
Core Alternative Capital
Georgia
$489K – – –
MFGM
2596
Marshall Financial Group (Maryland)
Maryland
$489K +$60.2K +110 +14%
GSB
2597
Greenfield Savings Bank
Massachusetts
$488K – – –
VPWA
2598
Vestia Personal Wealth Advisors
Indiana
$487K +$487K +889 New
LWMG
2599
Levy Wealth Management Group
Pennsylvania
$486K +$123K +224 +34%
NA
2600
Nordwand Advisors
Pennsylvania
$484K – – –
102 103
104
105 106