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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 %
UCB
926
United Community Bank
South Carolina
$15.5M -$5.72M -10,453 -27%
TWM
927
TSA Wealth Management
Texas
$15.5M -$6.97M -12,729 -31%
FW
928
Fairway Wealth
Ohio
$15.4M +$43.8K +80 +0.3%
BIP
929
Blueprint Investment Partners
North Carolina
$15.4M -$1.18M -2,162 -7%
PCM
930
Parsons Capital Management
Rhode Island
$15.3M +$98K +179 +0.6%
CPW
931
Catalyst Private Wealth
California
$15.2M -$6.35M -11,604 -29%
CSPIA
932
Cary Street Partners Investment Advisory
Virginia
$15.1M +$3.24M +5,922 +27%
MFT
933
Moisand Fitzgerald Tamayo
Florida
$15.1M -$618K -1,130 -4%
WA
934
WBH Advisory
Maryland
$15.1M +$541K +988 +4%
BWS
935
Buck Wealth Strategies
Colorado
$15M +$14.5M +26,451 +2,546%
AWG
936
Altus Wealth Group
Colorado
$15M +$5.03M +9,188 +50%
FFW
937
Fusion Family Wealth
New York
$15M -$166K -304 -1%
TNB
938
Thomasville National Bank
Georgia
$15M +$178K +326 +1%
XF
939
XML Financial
Maryland
$14.9M +$2.01M +3,677 +16%
4FG
940
4Thought Financial Group
New York
$14.9M -$1.79M -3,265 -11%
FPAS
941
Focus Partners Advisor Solutions
Missouri
$14.9M +$1.39M +2,548 +10%
FC
942
Fulcrum Capital
Washington
$14.8M -$50.9K -93 -0.3%
SGCA
943
Steel Grove Capital Advisors
Tennessee
$14.8M -$1.04M -1,895 -7%
BCA
944
Bay Colony Advisors
Massachusetts
$14.8M +$3.83K +7 +0%
HCM
945
Highview Capital Management
Illinois
$14.8M -$228K -416 -2%
CCM
946
Canal Capital Management
Virginia
$14.8M +$1.41M +2,571 +10%
NB
947
Northwest Bancshares
Pennsylvania
$14.8M -$1.84M -3,360 -11%
DC
948
Destiny Capital
Colorado
$14.8M +$38.9K +71 +0.3%
VP
949
Verum Partners
North Carolina
$14.7M -$476K -870 -3%
MPWT
950
MassMutual Private Wealth & Trust
Connecticut
$14.7M +$617K +1,128 +4%
36 37
38
39 40