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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 %
CJH
3076
Christopher J. Hasenberg
Wisconsin
$33.4K +$9.3K +17 +39%
SWM
3077
Sanctuary Wealth Management
Idaho
$32.8K -$16.5M -30,165 -100%
EAM
3078
Eukles Asset Management
Ohio
$32.3K – – –
B
3079
Birchbrook
Maine
$31.7K – – –
DFC
3080
DB Fitzpatrick & Co
Idaho
$27.4K +$548 +1 +2%
TRCT
3081
Tower Research Capital (TRC)
New York
$26.3K -$35.2M -64,390 -100%
TVWM
3082
Tower View Wealth Management
Wisconsin
$23.5K +$1.64K +3 +8%
BCM
3083
Birch Capital Management
Texas
$21.9K – – –
CNBTD
3084
Citizens National Bank Trust Department
Mississippi
$21.9K – – –
GI
3085
GS Investments
Minnesota
$18.2K – – –
AF
3086
Arrow Financial
New York
$17K +$3.28K +6 +24%
S
3087
Syntrinsic
Colorado
$16.9K – – –
FCMT
3088
Founders Capital Management (Texas)
Texas
$15.9K – – –
CWM
3089
Cedar Wealth Management
California
$15.3K -$1.09K -2 -7%
W
3090
WealthCollab
Washington
$13.1K – – –
PAIM
3091
Punch & Associates Investment Management
Minnesota
$12.6K – – –
1IC
3092
1922 Investment Company
Texas
$10.9K +$10.9K +20 New
PCM
3093
Penserra Capital Management
California
$8K -$571 -1 -7%
FHC
3094
First Heartland Consultants
Missouri
$7.83K +$1.99K +3,638 +34%
WPWM
3095
Western Pacific Wealth Management
Illinois
$7.22K – – –
GCM
3096
Gables Capital Management
Florida
$6.57K – – –
MCA
3097
Maryland Capital Advisors
Maryland
$6.02K – – –
AWA
3098
Alaska Wealth Advisors
Alaska
$2.74K – – –
PFA
3099
Pathway Financial Advisers
Indiana
$1.68K +$420 +1 +33%
Belvedere Trading
3100
Belvedere Trading
Illinois
$1.09K +$1.09K +2 New
122 123
124
125 126