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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 %
ARG
1126
Advisory Resource Group
Oklahoma
$9.8M -$100K -183 -1%
ACP
1127
Arcus Capital Partners
Georgia
$9.79M +$2.19K +4 +0%
PCS
1128
Private Client Services
Kentucky
$9.78M +$321K +587 +3%
FTUS
1129
Flow Traders U.S.
New York
$9.77M +$2.91M +5,325 +43%
MSA
1130
Marathon Strategic Advisors
Pennsylvania
$9.75M +$9.75M +17,822 New
SAM
1131
Silvercrest Asset Management
New York
$9.75M +$123K +225 +1%
SL
1132
Sentry LLC
Tennessee
$9.74M -$25.2K -46 -0.3%
CASB
1133
Cape Ann Savings Bank
Massachusetts
$9.73M +$1.68M +3,079 +21%
CF
1134
Copperwynd Financial
Arizona
$9.72M +$9.3M +16,805 +2,232%
EK
1135
Evensky & Katz
Florida
$9.68M -$12K -22 -0.1%
RDWM
1136
Red Door Wealth Management
Tennessee
$9.67M +$458K +837 +5%
WMA
1137
Wealth Management Associates
New Jersey
$9.63M – – –
WG
1138
Welch Group
Alabama
$9.63M -$2.74K -5 -0%
MD
1139
Money Design
Japan
$9.58M -$66.8K -122 -0.7%
AWA
1140
Aletheian Wealth Advisors
Washington
$9.56M – – –
VCA
1141
Verdence Capital Advisors
Maryland
$9.55M +$598K +1,092 +7%
PI
1142
Pachira Investments
California
$9.51M -$112K -205 -1%
AI
1143
Arrien Investments
Idaho
$9.5M -$264K -483 -3%
CC
1144
Cypress Capital
Tennessee
$9.5M +$5.45M +9,961 +134%
TPWA
1145
TRUE Private Wealth Advisors
Oregon
$9.48M -$1.27M -2,315 -12%
AAMC
1146
Asset Allocation & Management Company
Illinois
$9.39M -$575K -1,050 -6%
HAC
1147
Harbor Advisory Corp
New Hampshire
$9.34M -$939K -1,716 -9%
LIM
1148
Leavell Investment Management
Alabama
$9.31M -$160K -292 -2%
AIA
1149
Alera Investment Advisors
Illinois
$9.3M +$9.07M +16,569 +3,871%
DA
1150
Doliver Advisors
Texas
$9.21M +$1.7M +3,102 +23%
44 45
46
47 48