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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 %
PCIA
326
Prime Capital Investment Advisors
Kansas
$84.6M +$21.3M +38,895 +34%
CA
327
Crewe Advisors
Utah
$84.5M +$5.5M +10,051 +7%
NCM
328
Narwhal Capital Management
Georgia
$84.1M +$2.07M +3,787 +3%
TIM
329
Tortoise Investment Management
New York
$83.7M +$629K +1,150 +0.8%
BMCM
330
Bryn Mawr Capital Management
Pennsylvania
$83.3M -$3.46M -6,315 -4%
GLA
331
Great Lakes Advisors
Illinois
$83M +$11.6M +21,275 +16%
MMA
332
Mizuho Markets Americas
New York
$83M +$26.6M +48,616 +47%
SWC
333
Spectrum Wealth Counsel
Indiana
$82.3M -$9.28M -16,959 -10%
Susquehanna International Group
334
Susquehanna International Group
Pennsylvania
$81.6M +$53.8M +98,242 +193%
WTC
335
WhitTier Trust Company
Nevada
$81.5M -$1.2M -2,188 -1%
KWMG
336
King Wealth Management Group
Florida
$81.5M +$430K +785 +0.5%
CFP
337
Catalyst Financial Partners
Massachusetts
$81.3M +$9.79M +17,899 +14%
RFA
338
RTD Financial Advisors
Pennsylvania
$81M +$288K +526 +0.4%
PWA
339
Physician Wealth Advisors
Utah
$80.9M -$323K -569 -0.4%
MIS
340
Morningstar Investment Services
Illinois
$80.3M +$594K +1,082 +0.7%
CC
341
Courier Capital
New York
$79.8M +$9.85K +18 +0%
ONB
342
Old National Bancorp
Indiana
$79.4M +$431K +788 +0.5%
II
343
Ironclad Investments
Florida
$78.7M – – –
RhumbLine Advisers
344
RhumbLine Advisers
Massachusetts
$78.4M +$24.2M +44,260 +45%
HNB
345
Huntington National Bank
Ohio
$77.7M -$69.3M – –
HFS
346
Hantz Financial Services
Michigan
$77.7M -$7.37M -13,466 -9%
BTI
347
Blue Trust Inc
Georgia
$77.4M +$700K +1,332 +0.9%
GWM
348
Geneos Wealth Management
Colorado
$76.6M +$6.76M +12,357 +10%
OBWG
349
Onyx Bridge Wealth Group
New York
$76.5M +$4.44M +8,107 +6%
RIA
350
Regal Investment Advisors
Michigan
$76.3M -$1.99M -3,628 -3%
12 13
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