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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 %
VCM
401
Vision Capital Management
Oregon
$65M -$262K -478 -0.4%
GRP
402
Global Retirement Partners
California
$64.8M +$6.56M +11,983 +11%
KFP
403
KMG Fiduciary Partners
Ohio
$64.8M -$932K -1,704 -1%
MWM
404
Mascoma Wealth Management
New Hampshire
$64.4M +$1.51M +2,754 +2%
AIA
405
Alternative Investment Advisors
Florida
$64.4M +$9.17M +16,758 +17%
BF
406
BOK Financial
Oklahoma
$64.3M +$3.47M +6,339 +6%
GF
407
Gries Financial
Ohio
$64.1M -$223K -407 -0.3%
JWM
408
Janiczek Wealth Management
Colorado
$63.9M -$3.33M -6,093 -5%
SCA
409
Snowden Capital Advisors
New York
$63.7M -$12.1M -22,058 -16%
LP
410
LGL Partners
Pennsylvania
$63.5M -$2.75M -5,017 -4%
ETS
411
ESL Trust Services
New York
$63M +$4.22M +7,718 +7%
KWM
412
Keebeck Wealth Management
Illinois
$63M -$4.23M -7,730 -6%
Rafferty Asset Management
413
Rafferty Asset Management
New York
$62.9M – – –
BL
414
Balentine LLC
Georgia
$62.8M -$24.8M -45,272 -28%
WDL
415
Well Done LLC
Michigan
$62.5M +$716K +1,309 +1%
TCM
416
Towercrest Capital Management
Pennsylvania
$62.1M +$2.23M +4,074 +4%
CGA
417
Crescent Grove Advisors
Illinois
$62M +$3.56M +6,509 +6%
HA
418
Harfst & Associates
Wyoming
$61.5M +$3.05M +5,577 +5%
AWM
419
Avior Wealth Management
Nebraska
$61M +$2.66M +4,853 +5%
SIG
420
Stonegate Investment Group
Alabama
$60.8M +$6.72M +12,271 +12%
Arrowstreet Capital
421
Arrowstreet Capital
Massachusetts
$60.8M +$8.59M +15,700 +16%
LPAM
422
Lodestar Private Asset Management
California
$60.7M +$1.26M +2,305 +2%
PCG
423
Prosperity Consulting Group
Maryland
$60.6M +$4.29M +7,848 +8%
IC
424
IEQ Capital
California
$60.5M +$21M +38,411 +53%
HWM
425
HighMark Wealth Management
Minnesota
$60.3M +$495K +904 +0.8%
15 16
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