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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 %
FPGK
426
Financial Partners Group (Kansas)
Kansas
$60.3M +$840K +1,535 +1%
WCF
427
West Coast Financial
California
$60.1M -$426K -779 -0.7%
TPCW
428
TD Private Client Wealth
New York
$59.8M +$3.41M +6,235 +6%
NA
429
Nottingham Advisors
New York
$59.7M -$1.78M -3,253 -3%
SMC
430
Smith, Moore & Co
Missouri
$59.2M +$1.49M +2,716 +3%
PP
431
PDS Planning
Ohio
$59.1M +$1.68M +3,071 +3%
SW
432
Simplicity Wealth
New Jersey
$58.9M -$2.15M -3,929 -4%
RA
433
Rational Advisors
New York
$58.9M -$1.12M -2,039 -2%
CPBTD
434
Central Pacific Bank - Trust Division
Hawaii
$58.1M +$9.27M +16,946 +19%
TAM
435
TCP Asset Management
Ohio
$58.1M +$1.02M +1,858 +2%
SQA
436
Simon Quick Advisors
New Jersey
$57.9M +$6.64M +12,126 +13%
CI
437
Conning Inc
Connecticut
$57.9M -$1.21M -2,211 -2%
SFS
438
Sowell Financial Services
Arkansas
$57.5M -$5.86M -10,706 -9%
AF
439
Allworth Financial
California
$57.4M -$1.6M -2,891 -3%
WA
440
Wealth Alliance
New York
$57.4M -$5.83M -10,662 -9%
AIP
441
Ameritas Investment Partners
Nebraska
$57M +$3.12M +5,697 +6%
HIG
442
Heritage Investment Group
Florida
$56.8M +$1.32M +2,409 +2%
WS
443
Wela Strategies
Georgia
$56.7M +$552K +1,009 +1%
SWM
444
SigFig Wealth Management
California
$56.6M -$20.7M -37,863 -27%
OC
445
Oppenheimer & Co
New York
$56.5M -$720K -1,316 -1%
IF
446
Ironwood Financial
Arizona
$56.5M +$314K +574 +0.6%
PSCM
447
Per Stirling Capital Management
Texas
$56.4M +$2.2M +4,018 +4%
FWM
448
Fairhaven Wealth Management
Illinois
$56.4M +$2.38M +4,344 +4%
TA
449
Tectonic Advisors
Texas
$56.2M +$4.19M +7,654 +8%
GSAM
450
Grant Street Asset Management
Pennsylvania
$56.1M -$151K -276 -0.3%
16 17
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