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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 %
NPP
1226
New Potomac Partners
Maryland
$7.59M -$60.2K -110 -0.8%
CFG
1227
Cooper Financial Group
California
$7.55M +$301K +550 +4%
SMI
1228
Shelter Mutual Insurance
Missouri
$7.52M – – –
CIC
1229
Carnegie Investment Counsel
Ohio
$7.52M -$61.8K -113 -0.8%
KC
1230
Kingfisher Capital
North Carolina
$7.52M -$31.2K -57 -0.4%
TW
1231
Transform Wealth
Colorado
$7.51M +$427K +781 +6%
CIC
1232
Cutler Investment Counsel
Oregon
$7.49M +$287K +524 +4%
BBWP
1233
Beacon Bridge Wealth Partners
Pennsylvania
$7.46M -$36.1K -66 -0.5%
APG
1234
Abacus Planning Group
South Carolina
$7.44M -$31.2K -57 -0.4%
CA
1235
Claro Advisors
Massachusetts
$7.42M +$1.13M +2,071 +18%
GM
1236
GeoWealth Management
Illinois
$7.39M -$1.08M -1,978 -13%
MAM
1237
MMA Asset Management
Pennsylvania
$7.38M +$350K +639 +5%
BW
1238
BIP Wealth
Georgia
$7.37M +$118K +215 +2%
WPC
1239
Wedmont Private Capital
Pennsylvania
$7.37M -$20.8K -37 -0.3%
WWC
1240
Waypoint Wealth Counsel
Georgia
$7.35M +$43.2K +79 +0.6%
WPC
1241
White Pine Capital
Minnesota
$7.32M +$404K +738 +6%
BAM
1242
Belpointe Asset Management
Nevada
$7.31M -$7.81M -14,262 -52%
PG
1243
Patten Group
Tennessee
$7.3M -$83.7K -153 -1%
CAM
1244
Campion Asset Management
Virginia
$7.26M +$378K +690 +5%
MCWA
1245
Meadow Creek Wealth Advisors
Georgia
$7.22M +$1.97M +3,602 +38%
AC
1246
Avestar Capital
New York
$7.21M -$140K -255 -2%
FGAM
1247
Financial Gravity Asset Management
Texas
$7.21M -$8.25M -15,067 -53%
FCC
1248
Flower City Capital
New York
$7.19M -$70.6K -129 -1%
MWM
1249
MY Wealth Management
Maryland
$7.19M -$85.9K -157 -1%
Qube Research & Technologies (QRT)
1250
Qube Research & Technologies (QRT)
United Kingdom
$7.18M -$16M -29,258 -69%
48 49
50
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