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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 %
HI
801
Human Investing
Oregon
$21M -$59.6K -109 -0.3%
DPI
802
Diversified Portfolios Inc
Michigan
$21M -$149K -272 -0.7%
PCM
803
Pennsylvania Capital Management
Pennsylvania
$21M +$1.02M +1,870 +5%
LCOV
804
London Company of Virginia
Virginia
$20.9M -$3.22M -5,889 -13%
SCP
805
Stevens Capital Partners
Nebraska
$20.8M +$2.7M +4,940 +15%
VWA
806
VERITY Wealth Advisors
United States
$20.8M -$47.1K -86 -0.2%
SS
807
Sunbelt Securities
Texas
$20.7M -$140K -256 -0.7%
CAM
808
Creekmur Asset Management
Illinois
$20.6M +$2.47M +4,511 +14%
SFA
809
Source Financial Advisors
New York
$20.6M -$2.28M -4,173 -10%
TVM
810
True Vision MN
Minnesota
$20.6M -$2.94M -5,369 -12%
SFFS
811
Stonehage Fleming Financial Services
Jersey
$20.5M +$20.1M +36,678 +4,315%
AQR Capital Management
812
AQR Capital Management
Connecticut
$20.5M +$5.76M +10,530 +39%
WWM
813
Waterway Wealth Management
Texas
$20.5M -$5.05M -9,226 -20%
EPM
814
Elm Partners Management
Pennsylvania
$20.4M +$211K +386 +1%
NFG
815
Nadler Financial Group
Illinois
$20.4M +$1.38M +2,523 +7%
FPW
816
Flagship Private Wealth
Massachusetts
$20M +$2.22M +4,063 +12%
MTWSIF
817
Mivtachim The Workers Social Insurance Fund
Israel
$20M -$3.88M -7,090 -16%
SF
818
SWP Financial
California
$19.9M +$280K +512 +1%
VWWMG
819
Vermillion & White Wealth Management Group
Pennsylvania
$19.9M +$144K +264 +0.7%
CAC
820
Certified Advisory Corp
Florida
$19.8M +$428K +783 +2%
GG
821
GenWealth Group
New Jersey
$19.7M +$135K +247 +0.7%
HSWM
822
Hubbell Strickland Wealth Management
Louisiana
$19.6M -$36.7K -67 -0.2%
EWM
823
EPG Wealth Management
Georgia
$19.6M -$18.8M -35,808 Closed
HAS
824
Holland Advisory Services
Florida
$19.5M -$1.98M -3,624 -9%
ES
825
ETF Store
Kansas
$19.4M -$15.5M -28,248 -44%
31 32
33
34 35