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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 %
MWS
826
Maxwell Wealth Strategies
California
$19.4M -$552K -1,009 -3%
RFG
827
RFP Financial Group
Georgia
$19.3M +$1.43M +2,617 +8%
LA
828
Lynch & Associates
Indiana
$19.3M -$108K -197 -0.6%
CFC
829
Client First Capital
California
$19.3M +$2.28M +4,167 +13%
NGA
830
Naples Global Advisors
Florida
$19.2M +$681K +1,244 +4%
HWA
831
Hilltop Wealth Advisors
North Carolina
$19.2M -$237K -433 -1%
HC
832
Hoese & Co
Minnesota
$19.2M +$59.9K +113 +0.3%
EFM
833
Eley Financial Management
Vermont
$19.2M -$50.3K -92 -0.3%
PFA
834
Pure Financial Advisors
California
$19.2M -$345K -630 -2%
ST
835
Sageworth Trust
Pennsylvania
$19M +$2.25M +4,103 +13%
DC
836
DeDora Capital
California
$19M +$645K +1,179 +4%
PBO
837
Peoples Bank (Ohio)
Ohio
$19M +$2.12M +3,872 +13%
GBT
838
Grove Bank & Trust
Florida
$19M +$1.46M +2,668 +8%
OWA
839
One Wealth Advisors
California
$19M +$962K +1,796 +5%
BFG
840
Bleakley Financial Group
New Jersey
$18.9M -$47.1K -86 -0.2%
GVAG
841
Great Valley Advisor Group
Delaware
$18.9M +$1.76M +3,208 +10%
GWM
842
GSB Wealth Management
Connecticut
$18.9M +$964K +1,762 +5%
HWA
843
HCR Wealth Advisors
California
$18.9M +$514K +940 +3%
TC
844
TAGStone Capital
North Carolina
$18.9M +$85.4K +156 +0.5%
BFS
845
Bradley Foster & Sargent
Connecticut
$18.8M +$480K +877 +3%
AR
846
Apeiron RIA
Texas
$18.7M -$637K -1,164 -3%
PCA
847
Peddock Capital Advisors
Massachusetts
$18.7M +$896K +1,637 +5%
GKWIM
848
Gerber Kawasaki Wealth & Investment Management
California
$18.6M +$1.46M +2,677 +9%
AWM
849
Abound Wealth Management
Tennessee
$18.6M -$112K -204 -0.6%
KDA
850
Kraft Davis & Associates
Missouri
$18.5M +$116K +211 +0.6%
32 33
34
35 36