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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 %
BWP
576
Bernardo Wealth Planning
Pennsylvania
$38.3M -$333K -608 -0.9%
NL
577
NDWM LLC
California
$38.1M +$345K +630 +0.9%
TWC
578
TD Waterhouse Canada
Ontario, Canada
$38.1M +$3.51M +6,395 +10%
RIM
579
Rakuten Investment Management
Japan
$38M +$179K +325 +0.5%
PVAMC
580
PPS&V Asset Management Consultants
Michigan
$38M -$500K -913 -1%
FFA
581
Fi3 Financial Advisors
Indiana
$37.9M +$106K +193 +0.3%
AAMA
582
Advanced Asset Management Advisors
Ohio
$37.9M – – –
ATC
583
Argent Trust Co
Tennessee
$37.7M +$508K +929 +1%
SC
584
Schoolcraft Capital
Colorado
$37.6M +$2.65M +4,834 +8%
SWA
585
Stratos Wealth Advisors
Ohio
$37.5M +$340K +621 +0.9%
IWMA
586
Ironwood Wealth Management (Arizona)
Arizona
$37.4M -$3.68M -6,718 -9%
LFP
587
Lakeshore Financial Planning
Michigan
$37.4M +$1.25M +2,286 +3%
EWM
588
Evercore Wealth Management
New York
$37.2M -$949K -1,735 -2%
LL
589
LWMG LLC
Minnesota
$37.2M +$2.94M +5,365 +9%
FG
590
Foster Group
Iowa
$36.7M +$1.81M +3,306 +5%
RA
591
RFG Advisory
Alabama
$36.6M -$3.59M -6,561 -9%
RPC
592
Rossmore Private Capital
Connecticut
$36.6M +$573K +1,048 +2%
CA
593
Cornerstone Advisory
Maryland
$36.5M +$237K +433 +0.7%
MM
594
Meridian Management
Arkansas
$36.5M -$881K -1,610 -2%
SC
595
Savant Capital
Illinois
$36.3M -$4.47M -8,163 -11%
ACP
596
Aveo Capital Partners
Colorado
$36.2M +$427K +780 +1%
WFAG
597
Wescott Financial Advisory Group
Pennsylvania
$36.2M +$760K +1,389 +2%
SXL
598
Summit X LLC
Missouri
$36M -$3.53M -6,441 -9%
WS
599
Wedbush Securities
California
$35.9M +$2.05M +3,751 +6%
FA
600
Flagstar Advisors
New York
$35.9M -$632K -1,155 -2%
22 23
24
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