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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

3,065 hedge funds and large institutions have $334B invested in iShares Core S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 1,304 increasing their positions, 1,212 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,065
Holders Change
+65
Holders Change %
+2.17%
% of All Funds
44.43%
Holding in Top 10
996
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.68%
% of All Funds
14.44%
New
197
Increased
1,304
Reduced
1,212
Closed
91
Calls
$416M
Puts
$325M
Net Calls
+$90.2M
Net Calls Change
+$75.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.18B
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$4.12B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4B
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.67B
5
Goldman Sachs
Goldman Sachs
New York
+$958M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.99B
2
Millennium Management
Millennium Management
New York
-$4.54B
3
BlackRock
BlackRock
New York
-$2.66B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.11B
5
Wolverine Trading
Wolverine Trading
Illinois
-$2.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
251
Pegasus Partners
Wisconsin
$118M -$253K -481 -0.2%
LGWM
252
Litman Gregory Wealth Management
California
$118M +$563K +1,071 +0.5%
BCM
253
Brookstone Capital Management
Illinois
$117M -$8.33M -15,850 -7%
MFIM
254
Mesirow Financial Investment Management
Illinois
$116M +$24.3M +46,253 +26%
SSB
255
Sandy Spring Bank
Maryland
$116M +$939K +1,787 +0.8%
FHA
256
First Horizon Advisors
Tennessee
$116M +$656K +1,248 +0.6%
FFA
257
Farther Finance Advisors
California
$115M +$14.8M +28,284 +15%
RI
258
RPTC Inc
Wyoming
$115M -$14.1M -26,791 -11%
PWM
259
Perigon Wealth Management
California
$115M +$46.7M +88,921 +69%
BRWA
260
B. Riley Wealth Advisors
Florida
$114M +$8.32M +19,295 +8%
RIS
261
Retirement Income Solutions
Michigan
$114M +$1.96M +3,733 +2%
SPP
262
Single Point Partners
Massachusetts
$113M -$1.89M -3,596 -2%
FFA
263
First Foundation Advisors
California
$113M +$18.5M +35,211 +20%
BSW
264
Buckingham Strategic Wealth
Missouri
$112M +$760K +1,445 +0.7%
FNBT
265
FineMark National Bank & Trust
Florida
$110M +$1.97M +3,749 +2%
RWP
266
RWA Wealth Partners
Massachusetts
$110M +$9.6M +18,253 +10%
AWC
267
Abundance Wealth Counselors
Pennsylvania
$109M -$560K -1,065 -0.5%
MA
268
Mutual Advisors
Nebraska
$109M -$9.31M -17,713 -8%
QCG
269
Quadrant Capital Group
Ohio
$109M +$5.82M +11,066 +6%
Lido Advisors
270
Lido Advisors
California
$107M +$3.68M +7,002 +4%
GIM
271
Goelzer Investment Management
Indiana
$107M +$5.24M +9,965 +5%
GAM
272
Gotham Asset Management
New York
$106M +$10M +19,012 +10%
PP
273
Prudential plc
United Kingdom
$106M -$2.84M -5,402 -3%
CAL
274
Capital Analysts LLC
Pennsylvania
$104M -$3.63M -6,907 -3%
DC
275
Deere & Company
Illinois
$104M -$8.27M -15,729 -7%
9 10
11
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