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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 %
HPM
501
Hoxton Planning & Management
West Virginia
$47M -$5.69M -10,829 -11%
PFA
502
Pettinga Financial Advisors
Indiana
$47M -$1.96M -3,725 -4%
CPBTD
503
Central Pacific Bank - Trust Division
Hawaii
$46.9M +$46.9M +89,315 New
WSFS
504
Wilmington Savings Fund Society
Delaware
$46.8M +$46.8M +88,927 New
UOMF
505
University of Massachusetts Foundation
Massachusetts
$46.6M -$3.71M -7,060 -7%
TA
506
Teramo Advisors
Florida
$46.6M – – –
VWA
507
Visionary Wealth Advisors
Illinois
$46.5M -$2.2M -4,188 -5%
CGFA
508
Colton Groome Financial Advisors
North Carolina
$46.3M +$2.09M +3,974 +5%
BA
509
Bristlecone Advisors
Washington
$46.1M +$4.91M +9,330 +12%
BOS
510
Bank of Stockton
California
$45.9M -$819K -1,558 -2%
MMA
511
Miracle Mile Advisors
California
$45.8M +$4.02M +7,650 +10%
CFGS
512
Concourse Financial Group Securities
Alabama
$45.8M -$15.5M -29,395 -25%
JWCA
513
J.W. Cole Advisors
Florida
$45.7M +$5.07M +9,645 +12%
CPSAC
514
Chas P. Smith & Associates (CPS)
Florida
$45.5M -$1.7M -3,231 -4%
WAAG
515
Wealth Alliance Advisory Group
Kansas
$45.3M +$1.03M +1,956 +2%
CWA
516
Consilio Wealth Advisors
Washington
$44.9M +$1.66M +3,163 +4%
CAG
517
Crestwood Advisors Group
Massachusetts
$44.8M +$1.24M +2,360 +3%
Citigroup
518
Citigroup
New York
$44.7M +$4.43M +8,434 +11%
OFS
519
Orrstown Financial Services
Pennsylvania
$44.5M +$7.74M +14,729 +21%
CA
520
Clearstead Advisors
Ohio
$44.2M +$3.16M +6,038 +8%
BFA
521
Bluestem Financial Advisors
Illinois
$43.8M +$3.79M +7,218 +9%
AAS
522
Ameritas Advisory Services
Nebraska
$43.6M +$9.9M +19,392 +29%
TCM
523
TD Capital Management
Tennessee
$43.6M -$1.38M -2,623 -3%
SAS
524
Sage Advisory Services
Texas
$43.5M -$4.59M -8,730 -10%
WPW
525
Watershed Private Wealth
Illinois
$43.4M +$12M +22,811 +38%
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