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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 %
EFP
2851
EnRich Financial Partners
Wisconsin
$279K +$547 +1 +0.2%
VAM
2852
Vienna Asset Management
California
$279K +$548 +1 +0.2%
HIS
2853
Horizon Investment Services
Indiana
$278K – – –
PCM
2854
Piedmont Capital Management
Montana
$278K – – –
WPW
2855
Warther Private Wealth
Ohio
$277K – – –
KNFPWM
2856
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$277K +$548 +1 +0.2%
HAS
2857
HBW Advisory Services
California
$277K -$31.7K -58 -10%
SCM
2858
Stonehearth Capital Management
Massachusetts
$277K -$78.2K -143 -22%
YCM
2859
Yousif Capital Management
Michigan
$276K – – –
SC
2860
Schulhoff & Co
Ohio
$275K – – –
LB
2861
Legacy Bridge
Iowa
$274K – – –
BC
2862
Belmont Capital
California
$274K – – –
CICI
2863
Capital Investment Counsel Inc
North Carolina
$273K +$21.3K +39 +8%
AMM
2864
American Money Management
California
$273K -$4.37K -8 -2%
GA
2865
Gordian Advisors
Arizona
$273K – – –
QFA
2866
Quattro Financial Advisors
Texas
$273K – – –
FMI
2867
F/M Investments
District of Columbia
$271K -$1.26M -2,301 -82%
HNWAG
2868
High Net Worth Advisory Group
Florida
$271K – – –
AC
2869
Addison Capital
Pennsylvania
$271K +$271K +495 New
VCM
2870
Verde Capital Management
Michigan
$271K -$5.47K -10 -2%
AAIM
2871
Asset Advisors Investment Management
Georgia
$268K – – –
RCA
2872
Ranch Capital Advisors
Florida
$268K +$547 +1 +0.2%
WFS
2873
Walker Financial Services
Kentucky
$267K -$8.75K -16 -3%
BC
2874
Brio Consultants
California
$266K -$39.4K -72 -13%
CNC
2875
Citizens & Northern Corp
Pennsylvania
$265K -$101K -184 -28%
113 114
115
116 117