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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

3,066 hedge funds and large institutions have $334B invested in iShares Core S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 1,304 increasing their positions, 1,212 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,066
Holders Change
+65
Holders Change %
+2.17%
% of All Funds
44.44%
Holding in Top 10
996
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.68%
% of All Funds
14.44%
New
197
Increased
1,304
Reduced
1,212
Closed
91
Calls
$416M
Puts
$325M
Net Calls
+$90.2M
Net Calls Change
+$75.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.18B
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$4.12B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4B
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.67B
5
Goldman Sachs
Goldman Sachs
New York
+$958M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.99B
2
Millennium Management
Millennium Management
New York
-$4.54B
3
BlackRock
BlackRock
New York
-$2.66B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.11B
5
Wolverine Trading
Wolverine Trading
Illinois
-$2.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
426
Allworth Financial
California
$56.2M -$4.17M -7,924 -7%
HA
427
Harfst & Associates
Wyoming
$56.2M -$836K -1,590 -1%
CGA
428
Crescent Grove Advisors
Illinois
$56.1M +$3.07M +5,836 +6%
AWM
429
Avior Wealth Management
Nebraska
$56M +$5.72M +10,882 +11%
ACM
430
Advisors Capital Management
New Jersey
$56M +$10.2M +19,404 +22%
GRP
431
Global Retirement Partners
California
$56M +$2.1M +3,991 +4%
SA
432
Stewardship Advisors
Pennsylvania
$55.8M +$11.6M +22,091 +26%
SL
433
SWMG LLC
Texas
$55.8M -$11M -20,975 -16%
PIM
434
Parker Investment Management
California
$55.6M -$653K -1,242 -1%
SMC
435
Smith, Moore & Co
Missouri
$55.5M +$1.73M +3,284 +3%
PP
436
PDS Planning
Ohio
$55.2M -$118K -225 -0.2%
OC
437
Oppenheimer & Co
New York
$55M -$912K -1,734 -2%
DAS
438
Dynamic Advisor Solutions
Arizona
$54.9M +$2.25M +4,275 +4%
TAM
439
TCP Asset Management
Ohio
$54.8M +$14.7M +28,051 +37%
CB
440
Community Bank
New York
$54.7M -$982K -1,868 -2%
CPW
441
Crestmont Private Wealth
Texas
$54.5M -$4M -7,602 -7%
MOACM
442
Mutual of America Capital Management
New York
$54.4M +$53.3M +101,433 +5,024%
MMA
443
Mizuho Markets Americas
New York
$54.2M +$28.2M +53,637 +109%
TPCW
444
TD Private Client Wealth
New York
$54.1M +$2.48M +4,721 +5%
PCG
445
Prosperity Consulting Group
Maryland
$54.1M +$16.9M +32,166 +45%
GSAM
446
Grant Street Asset Management
Pennsylvania
$54M -$5.21M -9,915 -9%
IF
447
Ironwood Financial
Arizona
$54M +$1.02M +1,941 +2%
SHGA
448
Sand Hill Global Advisors
California
$54M -$288K -547 -0.5%
WS
449
Wela Strategies
Georgia
$53.9M +$10.1M +19,200 +23%
BWIA
450
Bryant Woods Investment Advisors
New York
$53.3M +$7.52M +14,302 +16%
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