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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 %
SVWG
676
Shared Vision Wealth Group
United States
$29.1M -$2.3M -4,376 -7%
KCM
677
Kanawha Capital Management
Virginia
$29.1M -$861K -1,638 -3%
CPIG
678
Chicago Partners Investment Group
Illinois
$29.1M +$503K +990 +2%
IWM
679
IHT Wealth Management
Illinois
$29M -$336K -639 -1%
CTA
680
Camelot Technology Advisors
California
$29M +$1.22M +2,312 +4%
DAS
681
Diversify Advisory Services
Utah
$29M +$29M +55,205 New
SWPG
682
Strategic Wealth Partners Group
Illinois
$28.8M +$1.59M +3,019 +6%
KWS
683
Keystone Wealth Services
California
$28.8M +$98.3K +187 +0.3%
FFBTD
684
First Financial Bank - Trust Division
Ohio
$28.8M +$3.22M +6,124 +13%
S2L
685
Sparta 24 Ltd
Israel
$28.7M – – –
VA
686
Valmark Advisers
Ohio
$28.5M +$1.6M +3,035 +6%
PFP
687
Pinnacle Financial Partners
Tennessee
$28.5M -$1.72M -3,264 -6%
SL
688
Sentinus LLC
Illinois
$28.5M +$28.5M +54,167 New
DJYG
689
David J. Yvars Group
Florida
$28.2M -$734K -1,397 -3%
DWM
690
Drive Wealth Management
Utah
$28.2M +$5.09M +9,674 +22%
PPW
691
PACK Private Wealth
Minnesota
$28.2M +$35.8K +68 +0.1%
BWA
692
Boulder Wealth Advisors
Colorado
$28M +$28M +53,273 New
TGAM
693
TBH Global Asset Management
Tennessee
$28M -$4.74M -9,025 -14%
NCM
694
Next Capital Management
New York
$28M +$1.73M +3,287 +7%
VPP
695
Vertex Planning Partners
Illinois
$27.9M +$314K +598 +1%
CW
696
CreativeOne Wealth
Kansas
$27.9M +$14.3M +27,218 +105%
SSWM
697
Sheets Smith Wealth Management
North Carolina
$27.8M -$909K -1,729 -3%
DT
698
Diversified Trust
Tennessee
$27.8M +$1.61M +3,059 +6%
T. Rowe Price Associates
699
T. Rowe Price Associates
Maryland
$27.8M +$2.05M +3,893 +8%
PPWM
700
PFG Private Wealth Management
Florida
$27.8M -$414K -787 -1%
26 27
28
29 30