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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 %
BA
501
Bristlecone Advisors
Washington
$47.6M -$383K -699 -0.8%
RFP
502
Roth Financial Partners
Texas
$47M -$2.35M -4,299 -5%
CPSAC
503
Chas P. Smith & Associates (CPS)
Florida
$47M -$408K -746 -0.9%
GCIM
504
Gunn & Company Investment Management
Florida
$47M +$44.5M +81,363 +1,830%
Ensign Peak Advisors
505
Ensign Peak Advisors
Utah
$46.9M -$35.3M -64,550 -43%
APTFM
506
AGUR Provident & Training Funds Management
Israel
$46.7M – – –
OAP
507
One Advisory Partners
Kansas
$46.6M -$3.71M -6,786 -7%
HPM
508
Hoxton Planning & Management
West Virginia
$46.4M -$2.56M -4,680 -5%
D
509
Diversified
Delaware
$46.3M +$2.56M +4,672 +6%
PI
510
Parkside Investments
Illinois
$46.1M +$2.72M +4,977 +6%
VFA
511
Voya Financial Advisors
Connecticut
$45.9M -$4.69M -8,540 -9%
CIA
512
Concurrent Investment Advisors
Florida
$45.8M +$1.9M +3,481 +4%
T
513
TNF
Montana
$45.8M -$10.9M -19,982 -19%
KFS
514
Kelly Financial Services
Massachusetts
$45.6M -$7.81M -14,264 -15%
PFG
515
PAX Financial Group
Texas
$45.5M -$6.1M -11,150 -12%
UOMF
516
University of Massachusetts Foundation
Massachusetts
$45.4M -$3.18M -5,816 -7%
CAG
517
Crestwood Advisors Group
Massachusetts
$45.1M -$1.56M -2,855 -3%
PFA
518
Pettinga Financial Advisors
Indiana
$45M -$3.85M -7,032 -8%
AA
519
Ancora Advisors
Ohio
$45M -$5.89M -10,761 -12%
TCM
520
TD Capital Management
Tennessee
$44.8M -$587K -1,072 -1%
ACA
521
Affinity Capital Advisors
California
$44.8M +$4.74M +8,662 +12%
BWM
522
Buska Wealth Management
Wisconsin
$44.6M +$3.21M +5,859 +8%
WA
523
Waterford Advisors
New York
$44.5M +$766K +1,400 +2%
MSA
524
Marino Stram & Associates
Massachusetts
$44.3M +$48.2K +88 +0.1%
CWM
525
Cranbrook Wealth Management
Michigan
$44.3M +$1.81M +3,303 +4%
19 20
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