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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 %
CPCM
351
Cornerstone Partners Capital Management
Virginia
$76.2M -$862M -1,576,062 -92%
SW
352
SteelPeak Wealth
California
$76.1M -$8.69M -15,875 -10%
CL
353
Choreo LLC
Illinois
$75.8M +$21.7M +39,605 +40%
HH
354
HWG Holdings
Texas
$75.4M +$75.4M +137,816 New
SAF
355
Smith Anglin Financial
Texas
$75.3M +$706K +1,291 +0.9%
ACM
356
Arcataur Capital Management
Wisconsin
$75.2M -$1.41M -2,573 -2%
HFA
357
High Falls Advisors
New York
$75.1M -$25.4M -46,479 -25%
WA
358
Wilshire Advisors
California
$75M -$1.97M -3,605 -3%
MCM
359
MV Capital Management
Maryland
$74.5M +$279K +509 +0.4%
WI
360
WealthNavi Inc
Japan
$74.5M +$40M +73,029 +116%
RCM
361
Requisite Capital Management
Texas
$74.5M +$21.5M +39,344 +41%
DP
362
Divergent Planning
Maryland
$74.4M +$1.53M +2,762 +2%
AHSSHC
363
Adventist Health System Sunbelt Healthcare Corp
Florida
$74.2M -$88.4M -161,605 -54%
TC
364
TownSquare Capital
Utah
$74.1M +$537K +981 +0.7%
PRA
365
Pine Ridge Advisers
New York
$73.8M – – –
P
366
&Partners
Tennessee
$73.8M +$52.8M +95,774 +252%
RCA
367
Resonant Capital Advisors
Wisconsin
$73.8M +$3.87M +7,067 +6%
CTB
368
Country Trust Bank
Illinois
$73.7M +$244K +445 +0.3%
SHIM
369
Stone House Investment Management
Pennsylvania
$73M -$6.6M -12,065 -8%
Chevy Chase Trust
370
Chevy Chase Trust
Maryland
$72.9M -$9.81M -17,927 -12%
AssetMark Inc
371
AssetMark Inc
California
$72.6M -$327M -598,284 -82%
SAM
372
Standpoint Asset Management
Arizona
$72.5M +$7.72M +14,100 +12%
AFS
373
Amtrust Financial Services
New York
$72.1M – – –
Deutsche Bank
374
Deutsche Bank
Germany
$71.6M -$2.04M -3,737 -3%
SFS
375
Summit Financial Strategies
Ohio
$71.5M -$2.68M -4,898 -4%
13 14
15
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