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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 %
W
2676
WorthPointe
California
$415K -$29K -53 -7%
CWP
2677
Core Wealth Partners
California
$414K +$547 +1 +0.1%
WTFG
2678
Wells Trecaso Financial Group
Ohio
$413K – – –
OBGC
2679
O'Brien Greene & Co
Pennsylvania
$413K +$29.6K +54 +8%
SW
2680
StrongBox Wealth
Missouri
$412K +$412K +753 New
IC
2681
Innealta Capital
Texas
$411K – – –
NAMP
2682
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$410K – – –
PAWA
2683
Palo Alto Wealth Advisors
California
$410K +$1.64K +3 +0.4%
RIL
2684
Rothschild Investment LLC
Illinois
$410K -$44.9K -82 -10%
RFM
2685
Royal Fund Management
Florida
$410K -$111K -203 -21%
RWB
2686
RMR Wealth Builders
New Jersey
$410K +$547 +1 +0.1%
CHAM
2687
Clear Harbor Asset Management
Connecticut
$409K +$65.7K +120 +19%
MIP
2688
Marietta Investment Partners
Wisconsin
$408K – – –
TPW
2689
TL Private Wealth
Texas
$407K +$1.14K +2 +0.3%
QIM
2690
Quest Investment Management
Oregon
$407K +$21.9K +40 +6%
GWANC
2691
Guardian Wealth Advisors (North Carolina)
North Carolina
$406K -$33.4K -61 -8%
BWM
2692
BlackDiamond Wealth Management
New York
$406K -$9.6K -18 -2%
BBI
2693
Baxter Bros Inc
Connecticut
$405K – – –
ORC
2694
O'Rourke & Company
Massachusetts
$405K +$21.9K +40 +6%
MTC
2695
Matrix Trust Company
Colorado
$404K +$6.02K +11 +2%
AIC
2696
Argus Investors Counsel
New York
$404K -$142K -260 -26%
WAG
2697
Wiser Advisor Group
Arizona
$403K +$132K +242 +49%
BCMO
2698
Buckingham Capital Management (Ohio)
Ohio
$403K -$84.8K -155 -17%
CFS
2699
CGC Financial Services
Oregon
$403K +$3.28K +6 +0.8%
LDB
2700
Lee, Danner & Bass
Tennessee
$403K +$403K +736 New
106 107
108
109 110