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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 %
CWG
551
Cornerstone Wealth Group
North Carolina
$42M +$526K +962 +1%
BS
552
Banco Santander
Spain
$41.9M +$1.17M +2,138 +3%
BA
553
Bluesphere Advisors
Pennsylvania
$41.8M +$581K +1,062 +1%
1WM
554
1900 Wealth Management
Texas
$41.6M -$41.1M -75,113 -50%
HI
555
Harbour Investments
Wisconsin
$41.5M +$581K +1,062 +1%
CFGS
556
Concourse Financial Group Securities
Alabama
$41.4M -$6.25M -11,430 -13%
PFGIA
557
Patriot Financial Group Insurance Agency
Massachusetts
$41.2M +$1.85M +3,381 +5%
BOC
558
Bull Oak Capital
California
$41.1M +$8.73M +15,952 +27%
AWM
559
AAF Wealth Management
Massachusetts
$40.9M +$3.29M +6,019 +9%
BAM
560
Beaumont Asset Management
Texas
$40.8M +$1.3M +2,379 +3%
MA
561
MCF Advisors
Kentucky
$40.6M +$918K +1,677 +2%
GWM
562
GoalFusion Wealth Management
Texas
$40.4M -$253K -463 -0.6%
FTS
563
Fifth Third Securities
Ohio
$40.4M +$4.56M +8,334 +13%
FMN
564
Financial Management Network
California
$40.2M +$4.47M +8,017 +13%
CCFM
565
Clear Creek Financial Management
Washington
$40.1M -$3.1M -5,660 -7%
LWM
566
Liberty Wealth Management
California
$39.9M +$36.6M +1,250,143 +1,086%
CFC
567
Coyle Financial Counsel
Illinois
$39.5M – – –
RA
568
Riverstone Advisors
Texas
$39.3M +$366K +669 +0.9%
CP
569
Capital Planning
Washington
$39.3M +$1.1M +2,002 +3%
B
570
Bailard
California
$39.2M -$26.8K -49 -0.1%
BWFA
571
Baltimore-Washington Financial Advisors
Maryland
$39.1M +$1.76M +3,218 +5%
FHC
572
Fort Henry Capital
West Virginia
$38.8M +$178K +325 +0.5%
SG Americas Securities
573
SG Americas Securities
New York
$38.8M -$12M -21,987 -24%
DZ Bank
574
DZ Bank
Germany
$38.8M +$13.7K +25 +0%
KCM
575
Kaye Capital Management
California
$38.5M +$306K +559 +0.8%
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