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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 %
PB
1476
Pinnacle Bancorp
Nebraska
$4.4M -$8.21K -15 -0.2%
ASFA
1477
All Season Financial Advisors
Colorado
$4.39M +$913K +1,668 +26%
MFG
1478
Magnus Financial Group
New York
$4.36M +$439K +803 +11%
CIA
1479
Compass Ion Advisors
Pennsylvania
$4.36M – – –
APC
1480
Asset Planning Corporation
Tennessee
$4.34M -$134K -245 -3%
LCC
1481
Lincoln Capital Corp
Rhode Island
$4.33M +$195K +356 +5%
WEG
1482
World Equity Group
Illinois
$4.32M -$5.66M -10,344 -57%
VF
1483
VitalStone Financial
Texas
$4.28M +$742K +1,356 +21%
SIA
1484
Stegner Investment Associates
Kentucky
$4.28M -$12K -22 -0.3%
CFG
1485
Clayton Financial Group
Missouri
$4.28M +$205K +389 +5%
SJIM
1486
St. Johns Investment Management
Florida
$4.28M -$92.5K -169 -2%
FCB
1487
First County Bank
Connecticut
$4.27M -$389K -710 -8%
D
1488
Dentgroup
Louisiana
$4.26M -$111K -203 -3%
WCG
1489
Weaver Consulting Group
California
$4.25M +$187K +342 +5%
CRI
1490
Colonial River Investments
Virginia
$4.25M -$1.26M -2,296 -23%
AA
1491
Auxano Advisors
Washington
$4.23M -$3.28K -6 -0.1%
IDA
1492
Intelligence Driven Advisers
California
$4.22M +$563K +1,028 +15%
TCM
1493
Triumph Capital Management
Colorado
$4.22M +$619K +1,131 +17%
EA
1494
Efficient Advisors
Ohio
$4.21M -$1.04M -1,893 -20%
ZF
1495
Zega Financial
Florida
$4.21M +$1.15M +2,097 +37%
DIA
1496
Dana Investment Advisors
Wisconsin
$4.2M +$19.2K +35 +0.5%
WWM
1497
WJ Wealth Management
Arizona
$4.2M -$23K -42 -0.5%
BWA
1498
BlueSky Wealth Advisors
North Carolina
$4.18M -$101K -184 -2%
GA
1499
GFS Advisors
Texas
$4.15M +$3.84M +93,981 +1,238%
NIM
1500
Northeast Investment Management
Massachusetts
$4.15M -$90.8K -166 -2%
58 59
60
61 62