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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 %
PFG
2651
Pinnacle Financial Group
Illinois
$439K – – –
FA
2652
Fagan Associates
New York
$439K -$21.9K -40 -5%
PIM
2653
Penobscot Investment Management
Massachusetts
$438K +$72.8K +133 +20%
Invesco
2654
Invesco
Georgia
$437K +$437K +798 New
AC
2655
AIFG Consultants
New York
$437K +$437K +797 New
ECM
2656
Elgethun Capital Management
South Dakota
$436K – – –
SPWG
2657
Syntegra Private Wealth Group
Missouri
$436K +$8.21K +15 +2%
FSA
2658
Financial Sense Advisors
California
$435K +$66.8K +122 +18%
PA
2659
Prism Advisors
California
$434K -$322K -588 -43%
CF
2660
Clarity Financial
Texas
$432K -$827K -1,511 -66%
WW
2661
Westshore Wealth
California
$432K -$8.21K -15 -2%
SWM
2662
SFG Wealth Management
Maryland
$429K +$31.7K +58 +8%
ESBC
2663
E.S. Barr & Co
Kentucky
$427K – – –
QFA
2664
Quantum Financial Advisors
California
$426K – – –
HWMT
2665
Heritage Wealth Management (Texas)
Texas
$426K -$386K -706 -48%
MCP
2666
Mirador Capital Partners
California
$424K -$2.74K -5 -0.6%
JWBC
2667
John W. Brooker & Co
California
$423K +$148K +270 +54%
JWM
2668
JPL Wealth Management
Colorado
$422K -$33.4K -61 -7%
PFA
2669
Petra Financial Advisors
Colorado
$420K +$22.4K +41 +6%
PWH
2670
Priebe Wealth Holdings
Minnesota
$419K -$5.47K -10 -1%
CAM
2671
Columbia Asset Management
Michigan
$419K -$20.2K -37 -5%
WAM
2672
WealthTrust Asset Management
Florida
$418K +$1.09K +2 +0.3%
IAP
2673
Indie Asset Partners
Indiana
$417K +$417K +761 New
RCP
2674
Rothschild Capital Partners
New York
$416K +$182K +332 +77%
JWBC
2675
J.W. Burns & Co
New York
$416K +$15.9K +29 +4%
105 106
107
108 109