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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 %
LBC
301
Lowe Brockenbrough & Co
Virginia
$96.3M +$8.88M +16,220 +10%
SIM
302
SSI Investment Management
California
$95.4M -$1.09M -1,998 -1%
BWP
303
BSW Wealth Partners
Colorado
$94.9M +$2.18M +3,990 +2%
SAM
304
Satovsky Asset Management
New York
$94.7M -$2.04M -3,734 -2%
Betterment LLC
305
Betterment LLC
New York
$94.5M +$67.9M +124,028 +255%
HCA
306
Heck Capital Advisors
Wisconsin
$94.5M +$39.6M +72,431 +72%
HWM
307
HB Wealth Management
Georgia
$94.4M +$31.6M +57,703 +50%
FWCM
308
Ferguson Wellman Capital Management
Oregon
$94.3M +$208K +381 +0.2%
AT
309
Arvest Trust
Oklahoma
$93.9M +$9.06M +16,556 +11%
VFIC
310
Valley Forge Investment Consultants
Pennsylvania
$93.8M +$1.74M +3,188 +2%
FCFC
311
First Commonwealth Financial Corp
Pennsylvania
$92.9M -$1.82M -3,319 -2%
GT
312
Glenmede Trust
Pennsylvania
$92.3M +$2.98M +5,444 +3%
IAN
313
Integrated Advisors Network
Texas
$92.2M -$162K -296 -0.2%
UW
314
Unique Wealth
Florida
$92M +$252K +460 +0.3%
CAM
315
Chandler Asset Management
California
$91.6M -$27.4K -50 -0%
CCFCSB
316
Cape Cod Five Cents Savings Bank
Massachusetts
$90.5M -$3.42M -6,249 -4%
ANTB
317
AMG National Trust Bank
Colorado
$89.7M +$18.3M +33,427 +26%
CFO
318
Callan Family Office
Pennsylvania
$89.7M -$4.35M -7,946 -5%
AA
319
ALPS Advisors
Colorado
$89.4M -$2.71M -4,950 -3%
WAG
320
Winthrop Advisory Group
Massachusetts
$87.9M +$2.75M +5,021 +3%
CS
321
Cisco Systems
California
$87.6M – – –
FMWA
322
Forvis Mazars Wealth Advisors
Missouri
$87M -$1.41M -2,579 -2%
SYBT
323
Stock Yards Bank & Trust
Kentucky
$85.9M +$5.34M +9,757 +7%
ACGA
324
Atlanta Consulting Group Advisors
Georgia
$85.6M +$43.3M +79,139 +102%
KIM
325
Karpus Investment Management
New York
$85.1M -$20.3M -37,113 -19%
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