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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 %
MYIA
576
Mount Yale Investment Advisors
Colorado
$38.2M -$17.4M -33,064 -31%
MA
577
MCF Advisors
Kentucky
$38.1M -$29.4K -56 -0.1%
IC
578
IEQ Capital
California
$38M +$1.35M +2,561 +4%
SXL
579
Summit X LLC
Missouri
$37.9M -$31M -59,035 -45%
BAM
580
Beaumont Asset Management
Texas
$37.9M +$229K +436 +0.6%
PFGIA
581
Patriot Financial Group Insurance Agency
Massachusetts
$37.8M +$12M +22,826 +46%
B
582
Bailard
California
$37.7M -$619K -1,177 -2%
SIA
583
Sovereign Investment Advisors
Arizona
$37.6M +$119K +226 +0.3%
BIM
584
Bridges Investment Management
Nebraska
$37.4M -$513K -976 -1%
RA
585
Riverstone Advisors
Texas
$37.4M +$89.9K +171 +0.2%
BG
586
Benedetti & Gucer
Georgia
$37.3M -$4.48M -8,526 -11%
DZ Bank
587
DZ Bank
Germany
$37.2M +$2.08M +3,953 +6%
FHC
588
Fort Henry Capital
West Virginia
$37.1M -$2.11M -4,015 -5%
BWP
589
Bernardo Wealth Planning
Pennsylvania
$37.1M +$2.9M +5,525 +8%
Luther King Capital Management (LKCM)
590
Luther King Capital Management (LKCM)
Texas
$37.1M -$33.7M – –
PVAMC
591
PPS&V Asset Management Consultants
Michigan
$37M -$779K -1,482 -2%
KCM
592
Kaye Capital Management
California
$36.7M -$428K -815 -1%
EWM
593
Evercore Wealth Management
New York
$36.7M -$4.02M -7,646 -10%
CP
594
Capital Planning
Washington
$36.7M +$3.1M +5,895 +9%
AAMA
595
Advanced Asset Management Advisors
Ohio
$36.4M – – –
NL
596
NDWM LLC
California
$36.3M +$982K +1,868 +3%
RIM
597
Rakuten Investment Management
Japan
$36.2M +$4.07M +7,748 +13%
AWM
598
AAF Wealth Management
Massachusetts
$36.2M +$524K +997 +1%
MM
599
Meridian Management
Arkansas
$35.9M -$1.53M -2,907 -4%
BWFA
600
Baltimore-Washington Financial Advisors
Maryland
$35.9M +$2.07M +3,934 +6%
22 23
24
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