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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 %
WWG
2601
West Wealth Group
California
$484K +$53.7K +98 +12%
UBG
2602
United Bank (Georgia)
Georgia
$483K -$70K -128 -13%
PGF
2603
Plan Group Financial
Oklahoma
$483K +$42.1K +77 +10%
MA
2604
MAS Advisors
Florida
$481K – – –
BWP
2605
Barlow Wealth Partners
Kentucky
$481K +$195K +358 +68%
USB
2606
Union Savings Bank
Connecticut
$480K – – –
PD
2607
Planning Directions
Pennsylvania
$479K +$1.09K +2 +0.2%
CP
2608
Covenant Partners
Tennessee
$479K – – –
SGI
2609
Summit Global Investments
Utah
$478K -$128K -234 -21%
AA
2610
Apriem Advisors
California
$477K +$78.3K +143 +20%
FCT
2611
Family Capital Trust
Massachusetts
$476K -$8.21K -15 -2%
CPP
2612
Capasso Planning Partners
South Carolina
$475K +$26.3K +48 +6%
PAG
2613
Powers Advisory Group
Illinois
$475K +$475K +868 New
CFFP
2614
Center for Financial Planning
Michigan
$474K -$87.6K -160 -16%
SCM
2615
Sollinda Capital Management
Florida
$472K +$472K +863 New
SIC
2616
SJS Investment Consulting
Ohio
$471K – – –
WA
2617
Wambolt & Associates
Colorado
$471K -$3.84K -7 -0.8%
HIGP
2618
Hill Investment Group Partners
Missouri
$470K -$557 -1 -0.1%
FF
2619
Farrell Financial
New York
$470K +$1.64K +3 +0.4%
SAW
2620
Signal Advisors Wealth
Michigan
$468K -$10.3M -18,772 -96%
GC
2621
Guidance Capital
Kentucky
$467K -$1.11K -2 -0.2%
MAS
2622
Meeder Advisory Services
Ohio
$465K +$465K +850 New
SWK
2623
Stephen W. Kidder
$465K – – –
FPGT
2624
Financial Partners Group (Tennessee)
Tennessee
$462K +$1.1K +2 +0.2%
POIA
2625
Pin Oak Investment Advisors
Texas
$461K – – –
103 104
105
106 107