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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 %
GAM
251
Gotham Asset Management
New York
$126M +$15.4M +28,155 +14%
MFIM
252
Mesirow Financial Investment Management
Illinois
$126M +$4.44M +8,102 +4%
CB
253
Commerce Bank
Missouri
$125M -$1.77M -3,240 -1%
HFBOT
254
Home Federal Bank of Tennessee
Tennessee
$125M +$470K +858 +0.4%
PFM
255
Phillips Financial Management
Indiana
$125M -$305K -557 -0.2%
LGWM
256
Litman Gregory Wealth Management
California
$125M +$2.28M +4,169 +2%
RWP
257
RWA Wealth Partners
Massachusetts
$124M +$10M +18,329 +9%
RI
258
RPTC Inc
Wyoming
$123M +$3.44M +6,294 +3%
OIA
259
OneDigital Investment Advisors
Kansas
$123M -$40.2M -73,537 -25%
FSWA
260
Financial Synergies Wealth Advisors
Texas
$123M -$3.45M -6,312 -3%
PP
261
Pegasus Partners
Wisconsin
$122M -$628K -1,148 -0.5%
FNBT
262
FineMark National Bank & Trust
Florida
$121M +$6.45M +11,788 +6%
RIS
263
Retirement Income Solutions
Michigan
$120M +$1.34M +2,452 +1%
PWM
264
Perigon Wealth Management
California
$120M +$451K +825 +0.4%
FHA
265
First Horizon Advisors
Tennessee
$120M -$380K -695 -0.3%
JFA
266
JNBA Financial Advisors
Minnesota
$119M +$26.1M +47,672 +28%
Lido Advisors
267
Lido Advisors
California
$117M +$5.97M +10,907 +5%
AWM
268
Apollon Wealth Management
South Carolina
$117M +$11.6M +21,214 +11%
IWA
269
Icon Wealth Advisors
Texas
$117M -$13.8M -24,998 -11%
BRWA
270
B. Riley Wealth Advisors
Florida
$117M -$28.3M -51,657 -20%
RWM
271
Rezny Wealth Management
Florida
$116M +$9.19M +16,802 +9%
NMIMC
272
Northwestern Mutual Investment Management Company
Wisconsin
$116M -$79.5M -145,200 -41%
SHJ
273
Sharkey, Howes & Javer
Colorado
$115M -$44.3M -80,863 -28%
MA
274
Mutual Advisors
Nebraska
$115M +$1.44M +2,635 +1%
BSW
275
Buckingham Strategic Wealth
Missouri
$115M -$1.79M -3,275 -2%
9 10
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