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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 %
NC
1426
NovaPoint Capital
Georgia
$4.87M +$830K +1,517 +21%
FG
1427
Fiduciary Group
Georgia
$4.86M -$8.21K -15 -0.2%
PWPS
1428
Pinnacle Wealth Planning Services
Ohio
$4.84M -$70.6K -129 -1%
KL
1429
KWMG LLC
Kansas
$4.84M +$684K +1,250 +16%
WBC
1430
West Branch Capital
Massachusetts
$4.83M -$48.7K -89 -1%
JCM
1431
Jacobi Capital Management
Pennsylvania
$4.83M +$3.5M +6,390 +262%
RWA
1432
Redhawk Wealth Advisors
Minnesota
$4.79M -$1.61M -2,950 -25%
BAM
1433
BOS Asset Management
Illinois
$4.79M -$422K -772 -8%
MSAGDF
1434
Moneda SA Administradora General de Fondos
Chile
$4.76M – – –
MCI
1435
MRP Capital Investments
Georgia
$4.75M +$167K +306 +4%
ACG
1436
Allen Capital Group
Nebraska
$4.73M +$54.2K +99 +1%
CWA
1437
CM Wealth Advisors
Ohio
$4.72M -$178K -325 -4%
PWA
1438
Peterson Wealth Advisors
Utah
$4.72M -$352K -644 -7%
SBLIC
1439
Security Benefit Life Insurance Company
Kansas
$4.71M -$2.02M -3,700 -30%
MWA
1440
Merkkuri Wealth Advisors
New York
$4.7M +$4.7M +8,590 New
SWP
1441
Semus Wealth Partners
Florida
$4.7M -$418K -763 -8%
LWL
1442
Leo Wealth LLC
Texas
$4.69M +$286K +522 +6%
BBPWM
1443
Blue Bell Private Wealth Management
Pennsylvania
$4.68M +$32.8K +60 +0.7%
BPC
1444
Banque Pictet & Cie
Switzerland
$4.67M -$137K -250 -3%
NRC
1445
New Republic Capital
North Carolina
$4.64M +$1.34M +2,453 +41%
MCM
1446
Mitchell Capital Management
Kansas
$4.63M +$7.66K +14 +0.2%
NHC
1447
Nicholas Hoffman & Company
Georgia
$4.61M +$119K +218 +3%
MCC
1448
Maiden Cove Capital
Maine
$4.6M +$4.6M +8,772 New
VNA
1449
Valley National Advisers
Pennsylvania
$4.58M +$640K +1,170 +16%
BMC
1450
Bear Mountain Capital
Washington
$4.58M – – –
56 57
58
59 60