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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 %
CFS
676
Commonwealth Financial Services
West Virginia
$29.4M -$5.96M -10,667 -17%
OGF
677
Orin Green Financial
California
$29.3M +$29.3M +53,524 New
WWA
678
WCG Wealth Advisors
Nevada
$29.3M -$10.7M -19,471 -27%
VPP
679
Vertex Planning Partners
Illinois
$29.2M +$140K +255 +0.5%
UFA
680
US Financial Advisors
Massachusetts
$29.1M -$2M -3,646 -6%
CWA
681
Continuum Wealth Advisors
New York
$29.1M +$6.13M +11,210 +27%
PPWM
682
PFG Private Wealth Management
Florida
$29M +$120K +219 +0.4%
WCM
683
WealthBridge Capital Management
Ohio
$28.8M +$355K +648 +1%
BFG
684
Beacon Financial Group
Texas
$28.8M +$2.77M +5,066 +11%
TF
685
Trek Financial
Arizona
$28.8M -$6.34M -11,578 -18%
WFPG
686
Waller Financial Planning Group
Ohio
$28.7M +$87K +159 +0.3%
SC
687
Saiph Capital
New Jersey
$28.7M +$310K +567 +1%
S
688
SignatureFD
Georgia
$28.6M +$200K +366 +0.7%
BA
689
Ballew Advisors
Mississippi
$28.6M -$48K -85 -0.2%
MC
690
Middleton & Co
Massachusetts
$28.4M +$351K +641 +1%
EWM
691
Evermay Wealth Management
Virginia
$28.3M -$88.7K -162 -0.3%
FNBOH
692
First National Bank of Hutchinson
Kansas
$28.3M -$359K -656 -1%
CFGF
693
Compass Financial Group (Florida)
Florida
$28M +$14.5K +26 +0.1%
Luther King Capital Management (LKCM)
694
Luther King Capital Management (LKCM)
Texas
$28M -$37.1M – –
CFP
695
Cascade Financial Partners
California
$28M -$89.2K -163 -0.3%
ZRP
696
Zynergy Retirement Planning
New Jersey
$28M +$28M +51,127 New
RFO
697
RiverGlades Family Offices
Florida
$27.9M -$26.3K -48 -0.1%
MFG
698
Monumental Financial Group
Maryland
$27.8M +$3.18M +5,808 +13%
SAS
699
Sage Advisory Services
Texas
$27.7M -$17.6M -32,149 -39%
CWP
700
Corepath Wealth Partners
Arizona
$27.5M -$467K -836 -2%
26 27
28
29 30