IVV icon

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 %
FAM
951
Frontier Asset Management
Wyoming
$14.6M -$153K -280 -1%
SC
952
Sierra Capital
Florida
$14.6M -$4.83M -8,820 -25%
AA
953
AlphaMark Advisors
Kentucky
$14.6M -$169K -309 -1%
BFM
954
Broadview Financial Management
Wisconsin
$14.5M -$410K -750 -3%
BPCE
955
Bank Pictet & Cie (Europe)
Germany
$14.5M – – –
HR
956
Hardy Reed
Mississippi
$14.5M +$136K +249 +0.9%
SA
957
SpiderRock Advisors
Delaware
$14.5M +$4.17M +7,629 +41%
BCM
958
BTC Capital Management
Iowa
$14.3M -$266K -486 -2%
TCA
959
Trifecta Capital Advisors
Illinois
$14.3M +$547 +1 +0%
FFS
960
Founders Financial Securities
Maryland
$14.2M +$948K +1,732 +7%
Vanguard Group
961
Vanguard Group
Pennsylvania
$14.2M +$661K +1,208 +5%
OCM
962
Orion Capital Management
California
$14.2M +$116K +212 +0.8%
V
963
VeraBank
Texas
$14.1M +$294K +538 +2%
BWM
964
Brown Wealth Management
Illinois
$14.1M -$287K -525 -2%
OP
965
ORG Partners
Indiana
$14.1M +$14.1M +25,612 New
HG
966
Harbor Group
New Hampshire
$14.1M +$577K +1,055 +4%
AHC
967
Anderson Hoagland & Co
Missouri
$14M -$277K -496 -2%
LFS
968
Lutz Financial Services
Nebraska
$14M -$671K -1,226 -5%
WB
969
WesBanco Bank
West Virginia
$14M +$28.5K +52 +0.2%
SFP
970
Shepherd Financial Partners
Massachusetts
$13.9M +$74.4K +136 +0.5%
PCP
971
Proficio Capital Partners
Massachusetts
$13.9M -$572K -1,046 -4%
TNBTD
972
Trustmark National Bank Trust Department
Mississippi
$13.9M -$226K -413 -2%
LSAG
973
Lake Street Advisors Group
New Hampshire
$13.8M -$75K -137 -0.5%
TFF
974
The Family Firm
Maryland
$13.8M +$11.9M +159,170 +627%
PGWM
975
Parisi Gray Wealth Management
New Jersey
$13.8M -$362K -662 -3%
37 38
39
40 41