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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 %
BMMM
776
Boston Mountain Money Management
Arkansas
$22.3M +$181K +330 +0.8%
SIAM
777
Sterling Investment Advisors (Missouri)
Missouri
$22M -$2.33M -4,251 -10%
CC
778
Cadinha & Co
Hawaii
$22M -$460K -841 -2%
RWIA
779
Roger Wittlin Investment Advisory
California
$22M +$4.29M +7,831 +24%
AWA
780
Adapt Wealth Advisors
Georgia
$22M +$920K +1,682 +4%
PWP
781
PrairieView Wealth Partners
Illinois
$22M +$82.6K +151 +0.4%
RWMH
782
Riverpoint Wealth Management Holdings
Illinois
$21.9M -$25.7K -47 -0.1%
AWM
783
Avaii Wealth Management
Wisconsin
$21.9M +$901K +1,647 +4%
SF
784
Synovus Financial
Georgia
$21.9M -$1.43M -2,622 -6%
USCWA
785
U.S. Capital Wealth Advisors
Texas
$21.9M +$318K +582 +1%
WDG
786
Wealth Dimensions Group
Ohio
$21.9M -$36.1K -66 -0.2%
DW
787
Durante & Waters
New York
$21.9M -$267K -487 -1%
KWM
788
Kingsview Wealth Management
Oregon
$21.8M +$3.52M +6,436 +19%
DCM
789
Dimension Capital Management
Florida
$21.6M +$5.47K +10 +0%
PFG
790
Pacific Financial Group
Washington
$21.5M -$1.19M -2,170 -5%
BJL
791
Brighton Jones LLC
Washington
$21.4M -$70K -128 -0.3%
VFPW
792
Vantage Financial Partners (Wisconsin)
Wisconsin
$21.4M +$747K +1,365 +4%
MA
793
Marquette Associates
Illinois
$21.3M +$50.3K +92 +0.2%
AI
794
Arvest Investments
Arkansas
$21.3M -$861K -1,574 -4%
ML
795
McAdam LLC
Pennsylvania
$21.3M +$405K +740 +2%
EFS
796
Essex Financial Services
Connecticut
$21.3M +$9.04M +16,951 +74%
NEAM
797
New England Asset Management
Connecticut
$21.3M -$21.6M -39,395 -50%
ATPW
798
Ashton Thomas Private Wealth
Arizona
$21.2M -$3.96M -7,238 -16%
APW
799
Acima Private Wealth
Virginia
$21.2M -$62.9K -115 -0.3%
MFS
800
Madrona Financial Services
Washington
$21.1M -$5.59M -10,223 -21%
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