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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 %
CFIA
626
Cantor Fitzgerald Investment Advisors
New York
$33.3M -$1.92M -3,512 -5%
HF
627
Halpern Financial
Virginia
$33.3M -$475K -868 -1%
PFS
628
Prospera Financial Services
Texas
$33.1M -$15.9M -28,983 -32%
VA
629
Valmark Advisers
Ohio
$32.8M +$3.16M +5,777 +11%
BA
630
Bellwether Advisors
Nebraska
$32.8M -$42.7K -78 -0.1%
CFP
631
Cypress Financial Planning
New Jersey
$32.8M +$527K +963 +2%
CAWM
632
Capital Advisors Wealth Management
Washington
$32.8M +$549K +1,003 +2%
SFG
633
Snider Financial Group
Washington
$32.8M +$7.17M +13,111 +28%
CTA
634
Colonial Trust Advisors
South Carolina
$32.8M +$202K +369 +0.6%
NCM
635
Novare Capital Management
North Carolina
$32.8M +$1.42M +2,593 +5%
VCP
636
Verus Capital Partners
Arizona
$32.7M -$425K -776 -1%
CT
637
Coastline Trust
Rhode Island
$32.6M +$610K +1,114 +2%
FA
638
Fermata Advisors
California
$32.5M -$160K -293 -0.5%
AC
639
Asio Capital
Kentucky
$32.5M +$5.46M +9,983 +20%
JEST
640
JTC Employer Solutions Trustee
Jersey
$32.5M – – –
EWA
641
Exencial Wealth Advisors
Oklahoma
$32.3M -$3.53M -6,447 -10%
GSWM
642
Greenup Street Wealth Management
Michigan
$32.1M -$1.89M -3,462 -6%
NVCHI
643
New Vernon Capital Holdings II
New Jersey
$32M +$5.18M +9,474 +19%
DWM
644
Drive Wealth Management
Utah
$31.9M +$2.52M +4,612 +9%
HR
645
Howe & Rusling
New York
$31.8M +$2.95M +5,395 +10%
IWM
646
IHT Wealth Management
Illinois
$31.8M +$1.56M +2,856 +5%
BIAS
647
Beacon Investment Advisory Services
New Jersey
$31.8M -$478K -874 -1%
CPIG
648
Chicago Partners Investment Group
Illinois
$31.7M +$556K +1,020 +2%
NWM
649
NRI Wealth Management
California
$31.7M +$82.1K +150 +0.3%
FCP
650
Fidelis Capital Partners
Florida
$31.6M +$1.17M +2,239 +4%
24 25
26
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