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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 %
SSCM
901
Spectrum Strategic Capital Management
Oregon
$16.5M +$2.62M +4,796 +19%
Hudson Bay Capital Management
902
Hudson Bay Capital Management
Connecticut
$16.5M -$4.38M -8,000 -21%
GS
903
GTS Securities
New York
$16.4M -$42.9M -78,452 -72%
TC
904
Toews Corporation
New Jersey
$16.4M +$10.4M +19,000 +173%
Legal & General Group
905
Legal & General Group
United Kingdom
$16.4M +$16.4M +30,000 New
PWM
906
Praetorian Wealth Management
California
$16.4M +$352K +643 +2%
TFM
907
Trademark Financial Management
Minnesota
$16.3M -$91.9K -168 -0.6%
CCT
908
Chemung Canal Trust
New York
$16.3M +$7.1M +12,981 +78%
AIM
909
Acropolis Investment Management
Missouri
$16.2M -$73.9K -135 -0.5%
PCA
910
Pallas Capital Advisors
Massachusetts
$16.2M +$97.8K +176 +0.6%
Retirement Systems of Alabama
911
Retirement Systems of Alabama
Alabama
$16.1M -$567K -1,037 -3%
AL
912
ADE LLC
Maryland
$16M -$173K -317 -1%
QCM
913
Quantinno Capital Management
New York
$15.9M +$563K +1,029 +4%
IWMWV
914
Ironwood Wealth Management (West Virginia)
West Virginia
$15.9M -$80K -143 -0.5%
AFS
915
Axiom Financial Strategies
Indiana
$15.9M -$188K -343 -1%
AWA
916
Arkadios Wealth Advisors
Georgia
$15.8M +$10.3M +18,832 +187%
HCM
917
Hengehold Capital Management
Ohio
$15.8M +$778K +1,421 +5%
WPW
918
Waldron Private Wealth
Pennsylvania
$15.8M -$3.37M -6,154 -18%
MWP
919
Madison Wealth Partners
Wisconsin
$15.8M -$679K -1,240 -4%
SEIA
920
Signature Estate & Investment Advisors
California
$15.7M +$14.7M +26,823 +1,456%
EFA
921
Evernest Financial Advisors
Indiana
$15.6M -$305K -558 -2%
TMWM
922
Taylor & Morgan Wealth Management
Michigan
$15.6M +$494K +903 +3%
SSW
923
Smith Shellnut Wilson
Mississippi
$15.5M -$935K -1,708 -6%
BWM
924
BCGM Wealth Management
Indiana
$15.5M -$221K -404 -1%
GWP
925
Gateway Wealth Partners
Wisconsin
$15.5M +$880K +1,608 +6%
35 36
37
38 39