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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 %
AT
3026
Avalon Trust
New Mexico
$104K – – –
WAM
3027
WFA Asset Management
Wisconsin
$103K +$82.6K +151 +397%
MRCM
3028
M&R Capital Management
New Jersey
$103K – – –
LFA
3029
Legend Financial Advisors
Pennsylvania
$101K – – –
BAM
3030
Bellevue Asset Management
Washington
$101K – – –
RP
3031
Rice Partnership
Hawaii
$101K +$101K +184 New
KA
3032
Kozak & Associates
Colorado
$97.2K -$22.8K -41 -19%
BIC
3033
Beach Investment Counsel
Pennsylvania
$96K +$96K +175 New
AGWCA
3034
Annis Gardner Whiting Capital Advisors
Florida
$93.8K +$14.8K +27 +19%
EWA
3035
Elevate Wealth Advisory
Georgia
$93.6K – – –
PGAM
3036
Princeton Global Asset Management
New Jersey
$92.2K +$1.09K +2 +1%
CPG
3037
Custom Portfolio Group
Colorado
$89.7K – – –
CP
3038
Camelot Portfolios
Ohio
$89.2K +$89.2K +163 New
FF
3039
Friedenthal Financial
New Jersey
$88.1K -$24.6K -45 -22%
KWAG
3040
Kiely Wealth Advisory Group
North Carolina
$84.6K +$54.8K +103 +184%
OCM
3041
Osterweis Capital Management
California
$83.2K -$79.9K – –
AFWM
3042
Abich Financial Wealth Management
Virginia
$81.3K -$546 -1 -0.7%
PIS
3043
POM Investment Strategies
North Carolina
$81K +$81K +148 New
PCM
3044
Perritt Capital Management
Illinois
$80.2K – – –
DMIC
3045
Dixon Mitchell Investment Counsel
British Columbia, Canada
$77.2K – – –
AF
3046
Aviso Financial
Ontario, Canada
$76.6K +$76.6K +140 New
GPFA
3047
Game Plan Financial Advisors
Ohio
$76.1K – – –
AWM
3048
Atticus Wealth Management
Florida
$73.3K -$547 -1 -0.7%
FFA
3049
Fairfield Financial Advisors
Massachusetts
$68.9K +$68.9K +126 New
YAL
3050
Your Advocates Ltd
Texas
$66.8K – – –
120 121
122
123 124