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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 %
ANBT
1101
American National Bank & Trust
Texas
$10.3M -$60.7K -111 -0.6%
MFG
1102
Mendota Financial Group
Wisconsin
$10.3M +$409K +747 +4%
TCM
1103
Telos Capital Management
California
$10.3M -$198K -362 -2%
IAG
1104
Investment Advisory Group
Massachusetts
$10.2M +$297K +543 +3%
CCP
1105
Cassia Capital Partners
North Carolina
$10.2M +$1.58M +2,886 +18%
UB
1106
Umpqua Bank
Oregon
$10.2M +$1.45M +2,641 +16%
BHWM
1107
Beaird Harris Wealth Management
Texas
$10.2M -$120K -219 -1%
MWM
1108
Merriman Wealth Management
Washington
$10.2M +$1.07M +1,948 +12%
DIM
1109
Delta Investment Management
California
$10.1M -$2.53M -4,616 -20%
RWP
1110
Revolve Wealth Partners
New Jersey
$10.1M -$161K -295 -2%
CWM
1111
Congress Wealth Management
Massachusetts
$10.1M -$542K -990 -5%
AM
1112
AGF Management
Ontario, Canada
$10M -$514K -940 -5%
CC
1113
Chicago Capital
Illinois
$9.99M +$29K +53 +0.3%
UWS
1114
Unique Wealth Strategies
Illinois
$9.99M – – –
PAMG
1115
Patton Albertson Miller Group
Tennessee
$9.97M +$14.8K +27 +0.1%
WJWM
1116
Williams Jones Wealth Management
New York
$9.96M -$299K -546 -3%
RFP
1117
RCS Financial Planning
Maryland
$9.96M +$55.3K +101 +0.6%
SB
1118
Simmons Bank
Arkansas
$9.95M +$1.25M +2,277 +14%
AA
1119
Argent Advisors
Louisiana
$9.94M -$178K -326 -2%
MSFS
1120
Main Street Financial Solutions
Pennsylvania
$9.93M -$255K -466 -3%
AWM
1121
Ameliora Wealth Management
Switzerland
$9.91M +$6.47M +11,817 +188%
MWAM
1122
Manhattan West Asset Management
California
$9.9M -$5.34M -9,763 -35%
I2I
1123
Insight 2811 Inc
Illinois
$9.87M +$681K +1,244 +7%
YIA
1124
YHB Investment Advisors
Connecticut
$9.82M +$228K +416 +2%
NP
1125
NorthRock Partners
Minnesota
$9.8M -$2.47M -4,517 -20%
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45
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