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 %
BCM
276
Brookstone Capital Management
Illinois
$115M -$10.4M -18,656 -8%
QCG
277
Quadrant Capital Group
Ohio
$114M +$1.1M +2,002 +1%
CAL
278
Capital Analysts LLC
Pennsylvania
$113M +$4.43M +8,087 +4%
HS
279
Horan Securities
United States
$112M +$6.07M +11,089 +6%
PS
280
Principal Securities
Iowa
$110M +$5.81M +10,608 +6%
BBA
281
BLB&B Advisors
Pennsylvania
$110M +$1.97M +3,609 +2%
FFN
282
Focus Financial Network
Minnesota
$109M +$5.52M +9,856 +5%
Mackenzie Financial
283
Mackenzie Financial
Ontario, Canada
$108M +$20.3M +37,063 +23%
DWM
284
Dechtman Wealth Management
Colorado
$107M +$2.23M +4,073 +2%
BC
285
Bricktown Capital
Michigan
$106M -$44.3M -80,977 -29%
I
286
INVST
Indiana
$105M -$929K -1,694 -0.9%
MA
287
Montag & Associates
Georgia
$105M +$8.36M +15,271 +9%
AAG
288
Armstrong Advisory Group
Massachusetts
$104M +$59.4M +108,624 +133%
MLIC
289
Mandatum Life Insurance Company
Finland
$104M +$4.03M +7,365 +4%
PP
290
Prudential plc
United Kingdom
$104M -$6.14M -11,214 -6%
SCA
291
St. Clair Advisors
Ohio
$104M -$503K -919 -0.5%
DADC
292
D.A. Davidson & Co
Montana
$102M +$1.36M +2,482 +1%
TWG
293
The Wealth Group
Minnesota
$102M +$336K +614 +0.3%
SW
294
SVB Wealth
Massachusetts
$102M -$21.6M -39,381 -17%
BP
295
BBR Partners
New York
$101M -$215K -392 -0.2%
CWA
296
Core Wealth Advisors
Florida
$100M +$136K +249 +0.1%
QC
297
Qalhat Capital
British Virgin Islands
$98.6M -$7.14M -13,050 -7%
VFA
298
Valeo Financial Advisors
Indiana
$97.4M -$854K -1,560 -0.9%
MCWS
299
McKinley Carter Wealth Services
West Virginia
$97.4M +$2.3M +4,195 +2%
GL
300
Graypoint LLC
New York
$96.7M +$7.27M +13,293 +8%
10 11
12
13 14