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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 %
CB
451
Community Bank
New York
$55.7M -$1.24M -2,260 -2%
SA
452
Stewardship Advisors
Pennsylvania
$55.7M -$2.4M -4,379 -4%
American Century Companies
453
American Century Companies
Missouri
$55.6M +$36.2M +66,213 +187%
PWM
454
Proathlete Wealth Management
Florida
$55.6M +$2.86M +5,229 +5%
CCB
455
Country Club Bank
Missouri
$55.3M +$2.48M +4,518 +5%
BOCM
456
Bontempo Ohly Capital Management
Maryland
$55.2M -$50.9K -93 -0.1%
SHGA
457
Sand Hill Global Advisors
California
$55.2M -$1M -1,835 -2%
KA
458
Kovack Advisors
Florida
$55M -$26.1M -47,678 -32%
BAAM
459
Baker Avenue Asset Management
California
$55M +$997K +1,821 +2%
MOACM
460
Mutual of America Capital Management
New York
$54.9M -$1.73M -3,164 -3%
CI
461
CX Institutional
Indiana
$54.4M -$27.4K -50 -0.1%
TCM
462
Twele Capital Management
Minnesota
$53.7M -$811K -1,482 -1%
PIM
463
Parker Investment Management
California
$53.6M -$4.22M -7,710 -7%
OFG
464
Oxford Financial Group
Indiana
$53.5M -$1.36M -2,484 -2%
Nuveen Asset Management
465
Nuveen Asset Management
Illinois
$53.5M -$5.76M -10,524 -10%
CPW
466
Crestmont Private Wealth
Texas
$53.4M -$3.33M -6,082 -6%
Victory Capital Management
467
Victory Capital Management
Texas
$52.9M -$20.7M -37,747 -28%
FCBT
468
First Citizens Bank & Trust
North Carolina
$52.6M -$1.61M -2,940 -3%
DSA
469
Droms Strauss Advisors
Missouri
$52.2M -$1.85M -3,381 -3%
Citigroup
470
Citigroup
New York
$52M +$5.49M +10,027 +12%
SL
471
SWMG LLC
Texas
$52M -$6.04M -11,042 -10%
WBG
472
Wharton Business Group
Pennsylvania
$52M -$432K -789 -0.8%
MFA
473
Mayflower Financial Advisors
Massachusetts
$52M -$1.63M -3,569 -3%
SPIA
474
Strategic Point Investment Advisors
Rhode Island
$52M -$142K -259 -0.3%
FWM
475
FFT Wealth Management
Pennsylvania
$51.9M +$1.91M +3,485 +4%
17 18
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