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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 %
MSS
2726
Mitchell Sinkler & Starr
Pennsylvania
$381K – – –
CGH
2727
Crossmark Global Holdings
Texas
$381K -$61.9K -113 -14%
IWP
2728
Insight Wealth Partners
Texas
$380K – – –
CPWM
2729
Cypress Point Wealth Management
Texas
$380K – – –
DK
2730
David Kennon
Florida
$379K – – –
GWAM
2731
Guardian Wealth Advisors (Minnesota)
Minnesota
$378K – – –
SFWC
2732
Strategic Family Wealth Counselors
New Jersey
$378K +$1.64K +3 +0.4%
SAM
2733
Seelaus Asset Management
New Jersey
$378K – – –
SPI
2734
Sutton Place Investors
New York
$377K -$95.2K -174 -20%
ACM
2735
Alpha Capital Management
Texas
$376K – – –
BC
2736
Bowman & Company
Wisconsin
$376K +$59.6K +109 +19%
NCM
2737
Neumann Capital Management
California
$375K – – –
NG
2738
NWK Group
California
$375K – – –
GGV
2739
GG Group Ventures
Florida
$374K +$374K +687 New
EA
2740
Ellsworth Advisors
Ohio
$374K +$1.09K +2 +0.3%
HWM
2741
Hassell Wealth Management
Louisiana
$372K -$8.17K -15 -2%
HFM
2742
Hartford Funds Management
Pennsylvania
$369K +$369K +675 New
TFA
2743
Trinity Financial Advisors
Ohio
$368K -$14.8K -27 -4%
SRA
2744
Secured Retirement Advisors
Minnesota
$367K -$11.5K -21 -3%
LIA
2745
Lynx Investment Advisory
District of Columbia
$367K +$367K +670 New
JLBC
2746
J.L. Bainbridge & Co
Florida
$366K – – –
FCM
2747
Fogel Capital Management
Florida
$365K -$128K -233 -26%
AIS
2748
AM Investment Strategies
Tennessee
$364K +$7.13K +13 +2%
VW
2749
Veridan Wealth
Oregon
$364K +$364K +586 New
Legacy Financial Group (Iowa)
2750
Legacy Financial Group (Iowa)
Iowa
$363K +$42.2K +77 +13%
108 109
110
111 112