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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 %
CCA
1301
Cadent Capital Advisors
Oklahoma
$6.47M -$142K -259 -2%
WPC
1302
Waters Parkerson & Co
Louisiana
$6.47M +$972K +1,776 +18%
NCFG
1303
New Century Financial Group
New Jersey
$6.46M +$3.96M +7,232 +158%
BFC
1304
Bedel Financial Consulting
Indiana
$6.46M -$92.5K -169 -1%
BL
1305
BFSG LLC
California
$6.45M -$2.24M -4,101 -26%
1IA
1306
1834 Investment Advisors
Wisconsin
$6.45M -$65.7K -120 -1%
BB
1307
Busey Bank
Illinois
$6.42M +$587K +1,073 +10%
TWP
1308
Tempus Wealth Planning
California
$6.41M -$1.03M -1,880 -14%
KOC
1309
Koss-Olinger Consulting
Florida
$6.36M +$6.36M +11,621 New
GPA
1310
Garrison Point Advisors
California
$6.34M +$144K +264 +2%
MCC
1311
Money Concepts Capital
Florida
$6.32M -$119K -217 -2%
PAI
1312
Pittenger & Anderson Inc
Nebraska
$6.31M +$102K +186 +2%
HT
1313
Heritage Trust
Oklahoma
$6.3M +$113K +206 +2%
BHBT
1314
Burke & Herbert Bank & Trust
Virginia
$6.29M +$4.15M +7,579 +194%
IC
1315
Iconiq Capital
California
$6.28M -$108K -197 -2%
WP
1316
Westmount Partners
California
$6.27M +$15.9K +29 +0.3%
SF
1317
Symphony Financial
Texas
$6.25M +$1.12M +2,033 +22%
SAM
1318
Smartleaf Asset Management
Massachusetts
$6.25M +$57.7K +105 +0.9%
BC
1319
Barrett & Company
Rhode Island
$6.22M -$230K -421 -4%
HNB
1320
Hilltop National Bank
Wyoming
$6.2M -$15.9K -29 -0.3%
ASW
1321
Astoria Strategic Wealth
Texas
$6.18M +$221K +404 +4%
LIA
1322
LifePlan Investment Advisors
North Carolina
$6.13M -$69.5K -127 -1%
IIC
1323
Ironwood Investment Counsel
Arizona
$6.12M -$121K -222 -2%
MFC
1324
Mechanics Financial Corp
Ohio
$6.1M +$291K +531 +5%
GLLW
1325
Graves Light Lenhart Wealth
Virginia
$6.09M -$32.9K -60 -0.5%
51 52
53
54 55