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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 %
CIAS
1051
Capital Investment Advisory Services
North Carolina
$11.7M +$47.6K +87 +0.4%
IA
1052
IFG Advisory
Georgia
$11.6M +$403K +736 +4%
VVP
1053
Venture Visionary Partners
Ohio
$11.6M +$1.61M +2,946 +16%
PIMG
1054
Patriot Investment Management Group
Tennessee
$11.5M -$193K -353 -2%
ACM
1055
Armbruster Capital Management
New York
$11.5M -$339K -620 -3%
PWP
1056
Precedent Wealth Partners
Texas
$11.5M -$61.8K -113 -0.5%
MLA
1057
My Legacy Advisors
Oregon
$11.5M +$373K +681 +3%
CFG
1058
Cosner Financial Group
Colorado
$11.5M +$758K +1,386 +7%
GFG
1059
Goldstone Financial Group
Illinois
$11.4M +$1.86M +3,394 +19%
SAM
1060
Summit Asset Management
Tennessee
$11.4M +$2.62M +4,792 +30%
Fiera Capital (Canada)
1061
Fiera Capital (Canada)
Quebec, Canada
$11.3M +$98.5K +180 +0.9%
NAS
1062
Nicolet Advisory Services
Wisconsin
$11.3M +$10.2K +18 +0.1%
WMP
1063
Wealth Management Partners
Arizona
$11.3M +$157K +287 +1%
RTL
1064
Red Tortoise LLC
Georgia
$11.3M -$181K -330 -2%
SR
1065
Syntax Research
Florida
$11.3M +$152K +277 +1%
AWA
1066
Arete Wealth Advisors
Illinois
$11.2M -$4.65M -8,489 -29%
IFAM
1067
Institutional & Family Asset Management
Colorado
$11.2M -$186K -340 -2%
FFP
1068
Forbes Financial Planning
Rhode Island
$11.1M -$210K -384 -2%
LI
1069
Louisbourg Investments
New Brunswick, Canada
$11.1M -$5.43M -10,080 -33%
BCG
1070
Breakwater Capital Group
New Jersey
$11M +$553K +1,011 +5%
KWA
1071
Kingswood Wealth Advisors
California
$11M +$1.43M +2,616 +15%
BCWM
1072
Bartlett & Co Wealth Management
Ohio
$11M +$189K +346 +2%
OFG
1073
Omega Financial Group
California
$11M +$171K +312 +2%
SAG
1074
Spotlight Asset Group
Illinois
$11M -$5.47K -10 -0%
DI
1075
DAGCO Inc
Ohio
$11M +$252K +461 +2%
41 42
43
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