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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 %
UFF
601
USA Financial Formulas
Michigan
$35.7M -$7.95M -14,532 -18%
KPWG
602
KFA Private Wealth Group
Virginia
$35.7M -$32.2M -58,771 -47%
SCA
603
Stonebridge Capital Advisors
Minnesota
$35.6M +$3.54M +6,460 +11%
MYIA
604
Mount Yale Investment Advisors
Colorado
$35.3M -$4.44M -8,113 -11%
BFEC
605
Benjamin F. Edwards & Company
Missouri
$35.3M -$5.44M -9,944 -13%
AFP
606
Alpha Financial Partners
Kentucky
$35.3M -$1.18M -2,153 -3%
WP
607
WealthShield Partners
North Carolina
$35.3M -$5.56M -10,159 -14%
WC
608
Waterloo Capital
Texas
$35.2M +$3.23M +5,898 +10%
NPF
609
Norris Perne & French
Michigan
$35M -$49.8K -91 -0.1%
IWM
610
Integris Wealth Management
California
$35M -$1.9M -3,481 -5%
HWAM
611
Hennion & Walsh Asset Management
New Jersey
$34.9M -$227K -414 -0.6%
RCAG
612
Rehmann Capital Advisory Group
Michigan
$34.7M -$647K -1,182 -2%
JWA
613
JFS Wealth Advisors
Pennsylvania
$34.7M +$742K +1,356 +2%
WTB
614
Washington Trust Bank
Washington
$34.6M -$417K -762 -1%
CWS
615
Cypress Wealth Services
California
$34.5M -$1.21M -2,217 -3%
PGA
616
Portland Global Advisors
Maine
$34.1M +$1.34M +2,451 +4%
WQ
617
Wealth Quarterback
New Jersey
$34.1M +$3.28M +5,992 +11%
SIA
618
Sovereign Investment Advisors
Arizona
$34M -$108K -226 -0.3%
EW
619
Enzi Wealth
Texas
$33.9M -$636K -1,140 -2%
ECG
620
Edge Capital Group
Georgia
$33.9M +$1.91M +3,489 +6%
EIA
621
Eldridge Investment Advisors
New Hampshire
$33.9M -$986K -1,802 -3%
FFBTD
622
First Financial Bank - Trust Division
Ohio
$33.8M +$3.88M +7,083 +13%
DWT
623
Dorsey & Whitney Trust
South Dakota
$33.7M +$2.27M +4,142 +7%
MFC
624
Morris Financial Concepts
South Carolina
$33.6M +$2.36M +4,316 +8%
FCA
625
FinTrust Capital Advisors
South Carolina
$33.6M +$860K +1,572 +3%
23 24
25
26 27