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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 %
FPCP
726
Fort Point Capital Partners
California
$25.4M +$501K +915 +2%
SVWG
727
Shared Vision Wealth Group
United States
$25.4M -$4.91M -8,970 -16%
LFG
728
Leverty Financial Group
Wisconsin
$25.4M -$193K -352 -0.8%
SL
729
Sentinus LLC
Illinois
$25.3M -$4.3M -7,851 -14%
NFP
730
NorthLanding Financial Partners
New York
$25.3M +$790K +1,443 +3%
SC
731
Syon Capital
California
$25.2M -$252K -460 -1%
BFS
732
Bare Financial Services
Pennsylvania
$25.2M +$10.4M +18,845 +71%
AF
733
Advisornet Financial
Minnesota
$25M +$2.97M +5,426 +13%
BHIA
734
Birch Hill Investment Advisors
Massachusetts
$24.9M +$62.4K +114 +0.3%
VWM
735
Vivid Wealth Management
Iowa
$24.9M +$1.4M +2,565 +6%
MAG
736
MRA Advisory Group
New Jersey
$24.8M +$4.07M +7,434 +20%
MNBTD
737
Moody National Bank Trust Division
Texas
$24.8M – – –
BFM
738
Boston Financial Management
Massachusetts
$24.6M -$1.6M -2,929 -6%
CG
739
Cynosure Group
Utah
$24.5M -$24.1K -44 -0.1%
AGC
740
Aspen Grove Capital
Colorado
$24.5M – – –
AFC
741
Adaptive Financial Consulting
Ohio
$24.5M +$219K +401 +0.9%
CST
742
Charles Schwab Trust
Nevada
$24.5M -$2.03M -3,707 -8%
AWM
743
Adams Wealth Management
Utah
$24.3M +$81K +148 +0.3%
CI
744
CacheTech Inc
Utah
$24.3M +$24.3M +44,475 New
GCA
745
Greenwood Capital Associates
South Carolina
$24.3M -$2.19M -4,009 -8%
GAB
746
German American Bancorp
Indiana
$24.2M +$23.2M +42,452 +2,286%
CW
747
CreativeOne Wealth
Kansas
$24.2M -$4.84M -8,841 -17%
IFA
748
Interactive Financial Advisors
Illinois
$24.2M -$2.91M -5,323 -11%
FA
749
Fountainhead AM
New Jersey
$24.1M -$1.43M -2,621 -6%
WAP
750
Wealthcare Advisory Partners
Pennsylvania
$24.1M -$736K -1,345 -3%
28 29
30
31 32