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 %
FIM
976
Fernwood Investment Management
Massachusetts
$13.8M +$103K +188 +0.8%
WWM
977
Wiser Wealth Management
Georgia
$13.8M -$1.38M -2,526 -9%
SAS
978
SMI Advisory Services
Indiana
$13.7M +$410K +733 +3%
PCA
979
Providence Capital Advisors
North Carolina
$13.6M +$144K +263 +1%
MBT
980
Montecito Bank & Trust
California
$13.6M -$842K -1,538 -6%
GAM
981
Gould Asset Management
California
$13.5M -$398K -727 -3%
SAM
982
Secure Asset Management
Michigan
$13.5M -$887K -1,621 -6%
HIP
983
HUB Investment Partners
Texas
$13.5M +$249K +455 +2%
AAM
984
Aureus Asset Management
Massachusetts
$13.5M -$59.1K -108 -0.4%
ECM
985
Evergreen Capital Management
Washington
$13.4M -$61.3K -112 -0.5%
MWM
986
McNaughton Wealth Management
California
$13.4M +$2.19K +4 +0%
BIA
987
Bigelow Investment Advisors
Maine
$13.4M +$604K +1,103 +5%
SCP
988
Silverleafe Capital Partners
Tennessee
$13.4M +$696K +1,272 +5%
CTC
989
Central Trust Company
Missouri
$13.4M -$219K -400 -2%
PVI
990
Pine Valley Investments
New Jersey
$13.4M -$418K -764 -3%
PPC
991
Park Place Capital
Alabama
$13.3M +$3.97M +7,259 +42%
P
992
Pitcairn
Pennsylvania
$13.3M -$1.37M -2,512 -9%
LA
993
Latitude Advisors
Florida
$13.3M -$512K -935 -4%
JHCP
994
Jackson Hole Capital Partners
Oklahoma
$13.3M -$868K -1,586 -6%
CFS
995
CRA Financial Services
New Jersey
$13.2M +$455K +832 +4%
PM
996
Pembroke Management
Quebec, Canada
$13.2M -$469K -857 -3%
CHA
997
Cooper/Haims Advisors
New York
$13.2M -$453K -827 -3%
BWCS
998
Beirne Wealth Consulting Services
Connecticut
$13.1M -$1.69M -3,084 -11%
GFS
999
GYL Financial Synergies
Connecticut
$13.1M +$547 +1 +0%
GWMIA
1000
Global Wealth Management Investment Advisory
Florida
$13.1M +$650K +1,188 +5%
38 39
40
41 42