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 %
BCM
2626
BluePath Capital Management
Georgia
$461K +$114K +209 +33%
RW
2627
RVW Wealth
California
$460K +$18.1K +33 +4%
KAM
2628
Kraft Asset Management
Tennessee
$459K -$18.1K -33 -4%
DCM
2629
Davis Capital Management
Florida
$458K -$1.65K -3 -0.4%
TFG
2630
Taylor Financial Group
Virginia
$457K -$12.6K -23 -3%
TFA
2631
Tobias Financial Advisors
Florida
$456K – – –
HCMG
2632
Howard Capital Management Group
California
$456K -$547 -1 -0.1%
AFG
2633
Albion Financial Group
Utah
$455K +$254K +464 +126%
TFG
2634
Team Financial Group
California
$455K +$3.28K +6 +0.7%
RTC
2635
Riverview Trust Company
Washington
$454K – – –
GCP
2636
GSA Capital Partners
United Kingdom
$453K +$123K +224 +37%
CP
2637
Castleview Partners
Texas
$452K +$96.3K +176 +27%
FWM
2638
Finer Wealth Management
Massachusetts
$450K -$16.4K -30 -4%
AIM
2639
Avity Investment Management
Connecticut
$449K – – –
BFA
2640
Buttonwood Financial Advisors
Maryland
$447K +$36.1K +66 +9%
FVWA
2641
Foster Victor Wealth Advisors
South Carolina
$446K +$174K +307 +64%
RFN
2642
Redwood Financial Network
Ohio
$445K -$10.4K -19 -2%
LK
2643
Lumbard & Kellner
New Hampshire
$444K -$16.4K -30 -4%
MIC
2644
Meridian Investment Counsel
California
$443K – – –
LA
2645
LVW Advisors
New York
$443K -$547 -1 -0.1%
DPW
2646
DiNuzzo Private Wealth
Pennsylvania
$442K – – –
AHC
2647
Adell Harriman & Carpenter
Texas
$441K -$99.6K -182 -18%
MKA
2648
M. Kulyk & Associates
Georgia
$441K +$441K +806 New
SIC
2649
Samalin Investment Counsel
New York
$440K +$71.8K +131 +19%
OFP
2650
OLIO Financial Planning
Virginia
$440K – – –
104 105
106
107 108