IVV icon

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 %
FA
376
Fiducient Advisors
Illinois
$71.4M +$18.4M +33,643 +35%
AI
377
Accredited Investors
Minnesota
$71.2M +$4.08M +7,462 +6%
RDFA
378
Ritter Daniher Financial Advisory
Ohio
$71M -$1.25M -2,287 -2%
JF
379
JSF Financial
California
$70.9M -$7.96M -14,548 -10%
DWM
380
Destination Wealth Management
California
$70.3M -$3.05M -5,574 -4%
PA
381
Pinnacle Associates
New York
$70.1M +$985K +1,800 +1%
FBB
382
Fulton Breakefield Broenniman
Maryland
$70M +$4.43M +8,090 +7%
BIM
383
Bridges Investment Management
Nebraska
$69.7M +$30.8M +56,306 +79%
LWA
384
Lineweaver Wealth Advisors
Ohio
$69.6M -$18.1K -33 -0%
GPW
385
Gray Private Wealth
Massachusetts
$69.6M +$381K +696 +0.6%
ACM
386
Advisors Capital Management
New Jersey
$69.2M +$10.9M +19,976 +19%
WA
387
Wealth Architects
California
$69.1M +$52K +95 +0.1%
PWLP
388
Prio Wealth Limited Partnership
Massachusetts
$68.8M +$675K +1,233 +1%
CRC
389
Curi RMB Capital
Illinois
$68.6M -$2.93M -5,347 -4%
HI
390
Hudock Inc
Pennsylvania
$68.3M +$2.15M +3,932 +3%
ANB
391
Amarillo National Bank
Texas
$67.8M -$5.13M -9,368 -7%
CIM
392
CIM Investment Management
Pennsylvania
$67.7M -$6.17M -11,274 -8%
APCM
393
Alaska Permanent Capital Management
Alaska
$67.7M +$5.85M +10,695 +9%
CWM
394
Cahill Wealth Management
Michigan
$67.5M -$429K -784 -0.6%
BFPW
395
BOK Financial Private Wealth
Colorado
$67.4M -$690K -1,261 -1%
LNB
396
Ledyard National Bank
$67M +$4.61M +8,426 +7%
NEPPG
397
New England Professional Planning Group
Rhode Island
$66.6M -$581K -1,061 -0.9%
CSWG
398
Cardinal Strategic Wealth Guidance
Kentucky
$66.5M -$4.05M -7,395 -6%
DAS
399
Dynamic Advisor Solutions
Arizona
$66.3M +$9.21M +16,826 +16%
CA
400
Centerpoint Advisors
Massachusetts
$65.9M +$932K +1,704 +1%
14 15
16
17 18