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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 %
GCA
701
Gradient Capital Advisors
California
$27.5M -$1.08M -1,968 -4%
ERWM
702
Elk River Wealth Management
Colorado
$27.4M +$206K +377 +0.8%
TGCMU
703
Titan Global Capital Management USA
New York
$27.4M +$3.63M +6,632 +15%
IFPG
704
Intrepid Financial Planning Group
Indiana
$27.3M -$430K -786 -2%
TGAM
705
TBH Global Asset Management
Tennessee
$27.2M -$1.9M -3,473 -7%
PGFC
706
Peapack-Gladstone Financial Corp
New Jersey
$27.2M +$2.05M +3,750 +8%
IA
707
IFP Advisors
Florida
$27.1M -$3.39M -6,187 -11%
PO
708
Private Ocean
California
$26.9M +$13.3M +24,312 +98%
VFP
709
Verus Financial Partners
Virginia
$26.9M -$487K -890 -2%
WHCFA
710
William Howard & Co Financial Advisors
Tennessee
$26.8M -$298K -544 -1%
TC
711
Trilogy Capital
California
$26.8M -$544K -995 -2%
CAAM
712
Cornerstone Advisors Asset Management
Pennsylvania
$26.7M -$317K -579 -1%
CAM
713
Cobblestone Asset Management
Virginia
$26.6M -$6.6M -12,065 -20%
SCA
714
Sandy Cove Advisors
Massachusetts
$26.5M +$1.36M +2,493 +5%
BHWM
715
Bay Harbor Wealth Management
Maryland
$26.4M -$4.62M -8,435 -15%
JWM
716
JGP Wealth Management
Oregon
$26.3M +$19M +34,686 +260%
MCCA
717
Mill Creek Capital Advisors
Pennsylvania
$26.2M +$5.62M +10,279 +27%
OCM
718
One Capital Management
California
$26.1M +$1.29M +2,364 +5%
RWA
719
River Wealth Advisors
Pennsylvania
$26.1M +$877K +1,602 +3%
SP
720
SWS Partners
Ohio
$25.8M -$860K -1,571 -3%
VC
721
Vestor Capital
Illinois
$25.7M -$606K -1,107 -2%
SC
722
SouthState Corp
Florida
$25.6M +$606K +1,108 +2%
HNW
723
High Note Wealth
Minnesota
$25.6M +$4.26M +7,789 +20%
OWMIAS
724
One Wealth Management Investment & Advisory Services
Florida
$25.5M -$3.08M -5,637 -11%
SC
725
Scotia Capital
Ontario, Canada
$25.5M -$622K -1,136 -2%
27 28
29
30 31