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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 %
WFG
2776
Wills Financial Group
Virginia
$331K – – –
MCG
2777
McCollum Christoferson Group
New York
$331K +$27.4K +50 +9%
KA
2778
Kearns & Associates
California
$331K – – –
BWL
2779
Beacon Wealthcare LLC
North Carolina
$330K – – –
FLA
2780
Financial Life Advisors
Texas
$329K – – –
TCMP
2781
Thrive Capital Management (Pennsylvania)
Pennsylvania
$329K +$329K +600 New
CBA
2782
Coastal Bridge Advisors
Connecticut
$329K -$10.4K -19 -3%
CBOR
2783
Community Bank of Raymore
Missouri
$328K – – –
DC
2784
Defender Capital
North Carolina
$328K – – –
CHC
2785
City Holding Co
West Virginia
$328K +$1.09K +2 +0.3%
SBIA
2786
Sheaff Brock Investment Advisors
Indiana
$328K +$72.3K +132 +28%
GA
2787
GoalVest Advisory
New York
$327K -$3.83K -7 -1%
RSS
2788
Rosenblum Silverman Sutton
California
$327K – – –
FIM
2789
FWL Investment Management
Texas
$327K +$327K +598 New
IA
2790
IMZ Advisory
Florida
$326K +$15.9K +29 +5%
FA
2791
FSA Advisors
Michigan
$324K -$9.02K -17 -3%
AWM
2792
Aspire Wealth Management
Massachusetts
$323K +$58.6K +107 +22%
SAM
2793
SignalPoint Asset Management
Missouri
$322K +$29.6K +54 +10%
DSC
2794
Duncker Streett & Co
Missouri
$322K +$32.8K +60 +11%
EE
2795
EWG Elevate
California
$321K – – –
CJ
2796
Caitlin John
Michigan
$321K -$2.19K -4 -0.7%
PEA
2797
Park Edge Advisors
Ohio
$320K -$41K -75 -11%
WN
2798
Williams & Novak
California
$320K -$3.29K -6 -1%
UF
2799
Univest Financial
Pennsylvania
$319K -$35.6K -65 -10%
TAM
2800
Taurus Asset Management
New York
$319K – – –
110 111
112
113 114