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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

3,065 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
3,065
Holders Change
+65
Holders Change %
+2.17%
% of All Funds
44.43%
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
$12.4B
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
$4.35B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.6B
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.79B
5
Goldman Sachs
Goldman Sachs
New York
$10.4B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$10.1B
2
Millennium Management
Millennium Management
New York
$2.04B
3
BlackRock
BlackRock
New York
$33.5B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.6B
5
Wolverine Trading
Wolverine Trading
Illinois
$1.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
51
Greenleaf Trust
Michigan
$950M +$3.95M +7,508 +0.4%
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$932M -$51M -96,972 -5%
Cerity Partners
53
Cerity Partners
New York
$909M +$9.02M +17,168 +1%
B
54
Barings
North Carolina
$907M -$1.17M -2,220 -0.1%
CPCM
55
Cornerstone Partners Capital Management
Virginia
$902M +$32.1M +61,044 +4%
AAS
56
Avantax Advisory Services
Texas
$889M +$16.8M +31,896 +2%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$860M +$15.9M +30,256 +2%
Corient Private Wealth
58
Corient Private Wealth
Florida
$842M +$154M +292,238 +22%
JRP
59
Jasper Ridge Partners
California
$833M +$228M +434,202 +38%
Osaic Holdings
60
Osaic Holdings
Arizona
$830M -$1.27B -2,414,420 -60%
FT
61
Fiduciary Trust
Massachusetts
$785M +$53.7M +102,076 +7%
FHB
62
First Hawaiian Bank
Hawaii
$766M -$71.2M -135,386 -9%
M&T Bank
63
M&T Bank
New York
$747M +$16M +30,477 +2%
Fidelity International
64
Fidelity International
Bermuda
$741M +$79.2M +150,607 +12%
AIMCA
65
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$725M -$517M -984,096 -42%
MCM
66
MAI Capital Management
Ohio
$717M +$53.6M +102,038 +8%
CS
67
Credit Suisse
Switzerland
$709M +$2.13M +4,046 +0.3%
RJA
68
Raymond James & Associates
Florida
$709M -$8.97M -17,060 -1%
Neuberger Berman Group
69
Neuberger Berman Group
New York
$701M +$7.24M +13,780 +1%
AG
70
AIA Group
Hong Kong
$699M +$23.6M +44,941 +3%
AA
71
Alesco Advisors
New York
$699M -$8.95M -17,018 -1%
A
72
Allianz
Germany
$684M +$684M +1,301,299 New
JIC
73
Johnson Investment Counsel
Ohio
$676M +$7.99M +15,205 +1%
Brown Advisory
74
Brown Advisory
Maryland
$662M -$5.49M -10,443 -0.8%
Schroder Investment Management Group
75
Schroder Investment Management Group
United Kingdom
$655M -$7.03M -13,369 -1%
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