IVV icon

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 %
DSAM
2951
Dock Street Asset Management
Florida
$217K -$6.02K -11 -3%
HHRDM
2952
H&H Retirement Design & Management
Nevada
$216K +$216K +388 New
LS
2953
Leelyn Smith
Illinois
$216K -$7.11K -13 -3%
VNIM
2954
Vaughan Nelson Investment Management
Texas
$216K – – –
KIA
2955
Knollwood Investment Advisory
Maryland
$216K – – –
CPA
2956
Clear Point Advisors
New York
$215K -$64K -117 -23%
FTIS
2957
First Trust Investment Solutions
Florida
$215K +$215K +394 New
EFMC
2958
Empire Financial Management Company
New York
$215K +$2.19K +4 +1%
AIM
2959
Anchor Investment Management
South Carolina
$215K -$10.4K -19 -5%
SCM
2960
Stordahl Capital Management
Colorado
$215K – – –
DJFS
2961
Dean Jacobson Financial Services
Texas
$215K – – –
HAS
2962
Horizon Advisory Services
New York
$214K – – –
M
2963
MYeCFO
California
$214K – – –
DWM
2964
Dopkins Wealth Management
New York
$214K – – –
OPOWM
2965
One Plus One Wealth Management
Florida
$213K -$52.5K -96 -20%
CFGSD
2966
Compass Financial Group (South Dakota)
South Dakota
$213K – – –
BFS
2967
Baskin Financial Services
Ontario, Canada
$213K +$213K +390 New
HI
2968
Harper Investing
California
$213K +$213K +389 New
CIG
2969
Cullen Investment Group
Louisiana
$212K -$27.3K -50 -11%
KHCM
2970
Kirtland Hills Capital Management
Ohio
$212K – – –
MWM
2971
Moulton Wealth Management
Washington
$211K +$211K +376 New
RMF
2972
Red Mountain Financial
Colorado
$211K +$211K +386 New
BZWA
2973
Blue Zone Wealth Advisors
California
$211K -$83.2K -152 -28%
DWS
2974
Discipline Wealth Solutions
South Carolina
$210K +$210K +383 New
LEFP
2975
Leading Edge Financial Planning
Tennessee
$209K – – –
117 118
119
120 121