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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 %
CIA
651
Capital Investment Advisors
Georgia
$31.6M +$3.46M +6,328 +12%
WCM
652
Windsor Capital Management
Arizona
$31.5M +$971K +1,774 +3%
ATS
653
Ashton Thomas Securities
New York
$31.4M +$31.4M +56,229 New
LF
654
Lantz Financial
Illinois
$31.4M -$1.04M -1,897 -3%
AWM
655
Avondale Wealth Management
Texas
$31.3M +$296K +541 +1%
KCM
656
Kanawha Capital Management
Virginia
$30.9M +$633K +1,156 +2%
UOWF
657
University of Wisconsin Foundation
Wisconsin
$30.8M +$495K +905 +2%
FWA
658
FOCUS Wealth Advisors
Texas
$30.8M -$704K -1,286 -2%
AFG
659
Atomi Financial Group
New York
$30.8M +$7.86M +14,362 +34%
RCM
660
Rain Capital Management
Oregon
$30.8M -$363K -685 -1%
PFP
661
Pinnacle Financial Partners
Tennessee
$30.7M +$1.47M +2,721 +5%
KWS
662
Keystone Wealth Services
California
$30.7M +$728K +1,331 +2%
Barclays
663
Barclays
United Kingdom
$30.7M -$219M -401,043 -88%
BFP
664
Beacon Financial Planning
Massachusetts
$30.5M -$841K -1,536 -3%
AFG
665
Arkansas Financial Group
Arkansas
$30.5M +$2.2M +4,022 +8%
SFG
666
Somnio Financial Group
Connecticut
$30.5M +$30.5M +55,706 New
BWIA
667
Bryant Woods Investment Advisors
New York
$30.3M -$13.2M -30,829 -30%
CTA
668
Camelot Technology Advisors
California
$30.1M -$31.2K -57 -0.1%
NCM
669
Next Capital Management
New York
$29.9M +$831K +1,519 +3%
BWA
670
Boulder Wealth Advisors
Colorado
$29.8M +$657K +1,201 +2%
SSWM
671
Sheets Smith Wealth Management
North Carolina
$29.7M +$700K +1,280 +2%
PPW
672
PACK Private Wealth
Minnesota
$29.5M +$168K +307 +0.6%
VCM
673
Verger Capital Management
North Carolina
$29.5M -$1.69M -3,085 -5%
DJYG
674
David J. Yvars Group
Florida
$29.5M +$113K +206 +0.4%
National Bank of Canada
675
National Bank of Canada
Quebec, Canada
$29.4M -$2.34M -4,269 -7%
25 26
27
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