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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 %
AG
1026
Ascent Group
Virginia
$12.4M -$277K -507 -2%
Nomura Asset Management
1027
Nomura Asset Management
Japan
$12.3M – – –
MFG
1028
Mosaic Financial Group
Illinois
$12.3M +$242K +443 +2%
NWA
1029
New World Advisors
Massachusetts
$12.3M +$451K +825 +4%
GHA
1030
Granite Harbor Advisors
Texas
$12.3M -$1.23M -2,256 -9%
OAM
1031
Ostrum Asset Management
France
$12.3M +$8.61M +15,734 +232%
NSIM
1032
North Star Investment Management
Illinois
$12.3M -$77.2K -141 -0.6%
ZF
1033
Zhang Financial
Michigan
$12.3M +$766K +1,399 +7%
ODIJL
1034
One Day In July LLC
Vermont
$12.2M -$1.02M -1,862 -8%
WHG
1035
Westwood Holdings Group
Texas
$12.2M +$25.2K +46 +0.2%
Empower Advisory Group
1036
Empower Advisory Group
Colorado
$12.2M -$203K -371 -2%
FPFS
1037
First Personal Financial Services
North Carolina
$12.1M -$143K -261 -1%
MIA
1038
MainStreet Investment Advisors
Illinois
$12.1M -$5.18M -9,463 -30%
X
1039
Xponance
Pennsylvania
$12.1M +$1.42M +2,591 +13%
SAG
1040
SageView Advisory Group
California
$12M +$7.61M +13,907 +172%
CAM
1041
Concorde Asset Management
Michigan
$12M -$2.66M -4,863 -18%
PTC
1042
Private Trust Company
Ohio
$12M -$47.6K -87 -0.4%
CWP
1043
Cyndeo Wealth Partners
Florida
$11.9M +$1.73M +3,160 +17%
PA
1044
PFG Advisors
Arizona
$11.9M +$8.76K +16 +0.1%
MPW
1045
MA Private Wealth
California
$11.8M -$631K -1,154 -5%
WB
1046
Webster Bank
Connecticut
$11.8M -$36.7K -67 -0.3%
REMPR
1047
Roof Eidam Maycock Peralta (REMP)
California
$11.8M +$90.3K +165 +0.8%
ZB
1048
Zions Bancorporation
Utah
$11.8M +$8.57M +15,669 +269%
1832 Asset Management
1049
1832 Asset Management
Ontario, Canada
$11.7M -$64.3M -117,565 -85%
KA
1050
Kooman & Associates
Pennsylvania
$11.7M +$39.9K +73 +0.3%
40 41
42
43 44