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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 %
WIM
2701
Warwick Investment Management
Texas
$402K -$17K -31 -4%
OHWP
2702
Oak Harbor Wealth Partners
North Carolina
$402K – – –
BTIM
2703
BancFirst Trust & Investment Management
Oklahoma
$402K +$402K +732 New
CPRC
2704
Consolidated Portfolio Review Corp
New York
$402K +$78.8K +144 +24%
TNA
2705
True North Advisors
Texas
$401K -$117K -213 -23%
CAM
2706
Close Asset Management
United Kingdom
$400K -$383K -700 -49%
SHFA
2707
SS&H Financial Advisors
Michigan
$400K – – –
DA
2708
Dover Advisors
Virginia
$399K -$4.38K -8 -1%
MVA
2709
Mount Vernon Associates
Maryland
$395K +$395K +721 New
NAMM
2710
NorthStar Asset Management (Massachusetts)
Massachusetts
$395K -$2.74K -5 -0.7%
ACM
2711
Altrius Capital Management
North Carolina
$394K -$136K -248 -26%
FA
2712
Financial Alternatives
California
$392K – – –
CMP
2713
Coston McIsaac & Partners
Maine
$392K – – –
PWM
2714
Prentice Wealth Management
New York
$391K -$24.1K -44 -6%
RCG
2715
Rock Creek Group
District of Columbia
$390K -$386K -706 -50%
IWP
2716
Invenio Wealth Partners
Florida
$389K -$54.7K -100 -12%
FCG
2717
Fielder Capital Group
Tennessee
$389K – – –
VRM
2718
Vectors Research Management
New York
$387K -$128K -234 -25%
HVIA
2719
Hudson Valley Investment Advisors
New York
$386K -$22.9K -48 -6%
BCA
2720
Ballentine Capital Advisors
South Carolina
$386K -$547 -1 -0.1%
KNW
2721
Kesler Norman & Wride
Utah
$386K – – –
SGWM
2722
Sterling Group Wealth Management
California
$386K +$386K +705 New
SSWM
2723
Strait & Sound Wealth Management
California
$383K +$383K +700 New
CSPAM
2724
Cary Street Partners Asset Management
Virginia
$383K +$38.3K +70 +11%
PCM
2725
Pointe Capital Management
Michigan
$382K – – –
107 108
109
110 111