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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 %
BBA
2876
Braun-Bostich & Associates
Pennsylvania
$265K -$943K -1,724 -78%
RPCA
2877
Running Point Capital Advisors
California
$264K +$55.8K +102 +27%
ALC
2878
Alexander Labrunerie & Co
Missouri
$264K – – –
KCM
2879
Kathmere Capital Management
Pennsylvania
$263K – – –
FFIC
2880
First Fiduciary Investment Counsel
Ohio
$263K +$547 +1 +0.2%
FFA
2881
Florida Financial Advisors
Florida
$263K -$96.9K -177 -27%
SP
2882
Stablepoint Partners
Massachusetts
$262K -$4.93K -9 -2%
VV
2883
Verity & Verity
South Carolina
$262K +$262K +478 New
OWA
2884
Outlook Wealth Advisors
Texas
$259K +$36.6K +4,117 +16%
SGC
2885
Slocum, Gordon & Co
Rhode Island
$259K – – –
SDH
2886
Sloy Dahl & Holst
Washington
$259K +$2.74K +5 +1%
HP
2887
HT Partners
Connecticut
$256K – – –
MCM
2888
McDonough Capital Management
Florida
$255K +$547 +1 +0.2%
APW
2889
Axim Planning & Wealth
Ohio
$255K +$255K +466 New
FNBSF
2890
First National Bank Sioux Falls
South Dakota
$254K – – –
OCPWS
2891
One Charles Private Wealth Services
Massachusetts
$254K – – –
FWSM
2892
First Wilshire Securities Management
California
$254K – – –
Janus Henderson Group
2893
Janus Henderson Group
United Kingdom
$253K -$190K -347 -43%
BHCM
2894
Brevan Howard Capital Management
Jersey
$253K +$253K +463 New
MWM
2895
Maltin Wealth Management
New Jersey
$253K +$547 +1 +0.2%
GP
2896
Greenline Partners
New York
$252K -$179K -326 -41%
SFG
2897
Sterling Financial Group
California
$252K – – –
PAA
2898
Peregrine Asset Advisers
Oregon
$251K – – –
DL
2899
DOHJ LLC
Washington
$249K +$25.2K +46 +11%
TCM
2900
Tradewinds Capital Management
Washington
$249K +$249K +454 New
114 115
116
117 118