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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

3,095 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
3,095
Holders Change
+30
Holders Change %
+0.98%
% of All Funds
45.02%
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
$6.02B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.7B
4
Marshall Wace
Marshall Wace
United Kingdom
$12.3B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.13B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$8.7B
2
Goldman Sachs
Goldman Sachs
New York
$7.2B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$15.5B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.67B
5
Wolverine Trading
Wolverine Trading
Illinois
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
3176
Tevis Investment Management
Texas
– -$249K -473 Closed
LC
3177
Landaas & Company
Wisconsin
– -$242K -460 Closed
KPPF
3178
Klein Pavlis & Peasley Financial
California
– -$229K -436 Closed
RCYC
3179
Richard C. Young & Co
Rhode Island
– -$220K -419 Closed
DFA
3180
Davies Financial Advisors
California
– -$217K -413 Closed
CMI
3181
Clare Market Investments
Texas
– -$211K -401 Closed
SPA
3182
Shore Point Advisors
New Jersey
– -$211K -401 Closed
CA
3183
Claris Advisors
Missouri
– -$209K -397 Closed
MAM
3184
MWA Asset Management
Massachusetts
– -$205K -389 Closed
JWCA
3185
J.W. Coons Advisors
Ohio
– -$203K -386 Closed
SW
3186
Solidarity Wealth
Utah
– -$200K -381 Closed
NCTC
3187
New Covenant Trust Company
Indiana
– -$83.1K -158 Closed
KIG
3188
Kessler Investment Group
Indiana
– -$52.6K -100 Closed
AIMA
3189
Ables Iannone Moore & Associates
Georgia
– -$48.4K -92 Closed
Parallax Volatility Advisers
3190
Parallax Volatility Advisers
California
– -$42.1K -80 Closed
PCG
3191
PFC Capital Group
California
– -$30K -57 Closed
PCFFS
3192
Pacific Center for Financial Services
California
– -$16.8K -32 Closed
CYG
3193
Clean Yield Group
Vermont
– -$15.8K -30 Closed
VFA
3194
Values First Advisors
Tennessee
– -$13.7K -26 Closed
FFWA
3195
FRG Family Wealth Advisors
Washington
– -$9.08K -18 Closed
WAS
3196
Winch Advisory Services
Wisconsin
– -$6.89K -13 Closed
MTIC
3197
Missouri Trust & Investment Company
Missouri
– -$4.21K -8 Closed
WIA
3198
Wetzel Investment Advisors
Indiana
– -$1.51K -3 Closed
PSB
3199
Piscataqua Savings Bank
New Hampshire
– -$525 -1 Closed
SIG
3200
Sky Investment Group
Connecticut
– -$206K – –
124 125 126 127
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