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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 %
ATC
3051
Adirondack Trust Company
New York
$66.2K – – –
FFC
3052
First Financial Corp
Indiana
$63.5K – – –
EA
3053
Evolution Advisers
Virginia
$62K +$7.61K +14 +14%
PP
3054
PrairieView Partners
Minnesota
$61K +$61K +113 New
GGI
3055
Godsey & Gibb Inc
Virginia
$60.2K – – –
HFM
3056
Hartford Financial Management
Connecticut
$58.5K – – –
EWP
3057
Elevation Wealth Partners
California
$57.5K – – –
LI
3058
LRI Investments
Florida
$57.5K – – –
PG
3059
Proffitt & Goodson
Tennessee
$56.4K +$9.85K +18 +21%
FMP
3060
Financial Management Professionals
Texas
$55K -$86.4K -157 -61%
KC
3061
Knuff & Co
California
$54.7K – – –
BCPWM
3062
Bradley & Co Private Wealth Management
Florida
$52K – – –
BLC
3063
Brown, Lisle/Cummings
Rhode Island
$51.4K – – –
HB
3064
Horizon Bancorp
Indiana
$51K – – –
LWA
3065
Lowe Wealth Advisors
Maryland
$49.3K – – –
PWMG
3066
Private Wealth Management Group
New Jersey
$43.8K +$21.9K +40 +100%
VAG
3067
VisionPoint Advisory Group
Texas
$43.8K -$2.62M -4,789 -98%
C
3068
Covestor
United Kingdom
$43K -$544 -1 -1%
HI
3069
Hoey Investments
Pennsylvania
$41.6K +$41.6K +76 New
TIM
3070
Thompson Investment Management
Wisconsin
$38.9K – – –
DWS
3071
Dynamic Wealth Strategies
California
$37K – – –
1IA
3072
1620 Investment Advisors
Massachusetts
$36.1K +$36.1K +66 New
SN
3073
Sittner & Nelson
Oregon
$34.5K +$4.38K +8 +15%
BFS
3074
Burkett Financial Services
South Carolina
$34.5K – – –
MAM
3075
Marquette Asset Management
Minnesota
$33.9K -$2.19K -4 -6%
121 122
123
124 125