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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 %
SFA
476
Sequoia Financial Advisors
Ohio
$51.8M -$874K -1,597 -2%
BFA
477
Beaumont Financial Advisors
Massachusetts
$51.8M +$958K +1,750 +2%
MWA
478
Meridian Wealth Advisors
Texas
$51.6M +$1.44M +2,623 +3%
HCMT
479
Highland Capital Management (Tennessee)
Tennessee
$51.3M -$795K -1,453 -2%
CCWA
480
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$51.2M -$2.84M -5,184 -5%
ST
481
Smithfield Trust
Pennsylvania
$51.1M -$903K -1,649 -2%
MG
482
Mather Group
Illinois
$50.7M +$3.7M +7,032 +8%
DIP
483
DT Investment Partners
Pennsylvania
$50.7M +$37.5M +68,610 +286%
KFSC
484
Keystone Financial Services (Colorado)
Colorado
$50.6M -$13M -23,807 -20%
IA
485
IFS Advisors
Kansas
$50.5M -$581K -1,061 -1%
BWA
486
Beam Wealth Advisors
Louisiana
$50.2M +$36.5M +66,784 +268%
CGFA
487
Colton Groome Financial Advisors
North Carolina
$50M +$1.77M +3,227 +4%
AAS
488
Ameritas Advisory Services
Nebraska
$49.9M +$3.17M +5,801 +7%
KPWS
489
Kestra Private Wealth Services
Texas
$49.9M -$2.15M -3,934 -4%
CCG
490
Cypress Capital Group
Florida
$49.8M -$1.69M -3,084 -3%
OFS
491
Orrstown Financial Services
Pennsylvania
$49.2M +$2.88M +5,263 +6%
WSFS
492
Wilmington Savings Fund Society
Delaware
$49M +$298K +544 +0.6%
JWCA
493
J.W. Cole Advisors
Florida
$48.9M +$1.27M +2,326 +3%
BOS
494
Bank of Stockton
California
$48.9M +$1.07M +1,948 +2%
RL
495
Rogco LP
Oklahoma
$48.9M -$91.9K -168 -0.2%
MMA
496
Miracle Mile Advisors
California
$48.8M +$1.14M +2,092 +2%
VWA
497
Visionary Wealth Advisors
Illinois
$48.6M +$115K +210 +0.2%
CWA
498
Consilio Wealth Advisors
Washington
$48.1M +$1.33M +2,438 +3%
BHWM
499
Bar Harbor Wealth Management
New Hampshire
$48M -$5.21M -9,527 -10%
C
500
Certuity
Florida
$47.8M +$7.52M +13,744 +19%
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