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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 %
HAM
2826
Harmony Asset Management
Arizona
$301K -$21.9K -40 -7%
CPA
2827
Capital Planning Advisors
California
$300K – – –
DOA
2828
D'Orazio & Associates
Virginia
$299K +$299K +547 New
SAI
2829
Systematic Alpha Investments
New Jersey
$298K – – –
ACA
2830
American Capital Advisory
Idaho
$297K – – –
VDI
2831
Vaughan David Investments
Illinois
$297K -$59.7K -109 -17%
SWP
2832
ShoreHaven Wealth Partners
New Jersey
$297K +$1.64K +3 +0.6%
PHS
2833
Pekin Hardy Strauss
Illinois
$295K -$57.4K -105 -16%
SRB
2834
Shotwell Rutter Baer
Michigan
$295K -$9.5K -17 -3%
WIP
2835
WealthCare Investment Partners
Rhode Island
$295K +$6.02K +11 +2%
HTIM
2836
Harbour Trust & Investment Management
Indiana
$293K -$132K -241 -31%
NFW
2837
Noble Family Wealth
Florida
$292K – – –
SJL
2838
Shayne & Jacobs LLC
Tennessee
$292K +$39.9K +73 +16%
SAMC
2839
Spectrum Asset Management (California)
California
$288K -$1.64K -3 -0.6%
CCB
2840
Cutter & Co Brokerage
Missouri
$288K -$16.4K -30 -5%
OHWA
2841
Oak Hill Wealth Advisors
Virginia
$288K +$288K +526 New
XWM
2842
Xcel Wealth Management
Florida
$286K -$1.1K -2 -0.4%
CGF
2843
Constant Guidance Financial
Massachusetts
$286K +$14.2K +26 +5%
RCA
2844
Riverview Capital Advisers
Massachusetts
$286K – – –
EB
2845
Exchange Bank
California
$284K +$14.2K +26 +5%
TA
2846
TFG Advisers
Michigan
$283K -$25.7K -47 -8%
HHWM
2847
Hiley Hunt Wealth Management
Nebraska
$283K +$547 +1 +0.2%
PAM
2848
Pegasus Asset Management
New York
$282K +$282K +516 New
MHR
2849
Matthew Hamilton Rosenberg
$282K +$54.8K +100 +24%
RFS
2850
Richardson Financial Services
Massachusetts
$280K -$14.8K -27 -5%
112 113
114
115 116