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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 %
RMCM
2751
Reynders McVeigh Capital Management
Massachusetts
$362K -$164K -300 -31%
NHFG
2752
New Harbor Financial Group
Massachusetts
$361K -$155K -284 -30%
EL
2753
EWA LLC
Pennsylvania
$361K +$557 +1 +0.2%
NCM
2754
Noesis Capital Mangement
Florida
$358K +$146K +266 +69%
HBW
2755
Hazlett, Burt & Watson
West Virginia
$357K +$64.5K +118 +22%
WIC
2756
Wilkins Investment Counsel
Massachusetts
$356K -$54.7K -100 -13%
OPPS
2757
Obsidian Personal Planning Solutions
Maryland
$355K +$6.02K +11 +2%
KOMWMG
2758
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$355K +$548 +1 +0.2%
VFG
2759
Victory Financial Group
Texas
$352K +$74.4K +136 +27%
ISWM
2760
Independent Solutions Wealth Management
New York
$351K +$83.7K +153 +31%
WIM
2761
Westside Investment Management
California
$347K – – –
FMTCOCP
2762
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$347K – – –
CIG
2763
Cairn Investment Group
Washington
$347K +$104K +191 +43%
SFG
2764
Synergy Financial Group
California
$347K – – –
TWM
2765
TriaGen Wealth Management
California
$346K +$547 +1 +0.2%
BFWM
2766
Bright Futures Wealth Management
New York
$344K -$34.3K -64 -9%
AFS
2767
AFG Fiduciary Services
Massachusetts
$344K – – –
LF
2768
LifeSteps Financial
California
$343K – – –
CW
2769
Channel Wealth
California
$339K -$30.6K -56 -8%
LFA
2770
Lauterbach Financial Advisors
Texas
$339K – – –
MG
2771
MilWealth Group
Wisconsin
$338K -$59.1K -108 -15%
FFA
2772
Fortune Financial Advisors
Kansas
$337K -$206K -376 -38%
PA
2773
Probity Advisors
Texas
$335K -$179K -328 -35%
LAM
2774
Lewis Asset Management
California
$335K +$1.09K +2 +0.3%
GSC
2775
G&S Capital
Colorado
$333K +$24.8K +44 +8%
109 110
111
112 113