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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 %
IRC
1576
Investors Research Corp
Georgia
$3.62M -$11.5K -21 -0.3%
SPWM
1577
Straight Path Wealth Management
Michigan
$3.61M -$237K -434 -6%
G
1578
GenTrust
Florida
$3.61M – – –
FUBT
1579
First United Bank & Trust
Maryland
$3.6M -$2.74K -5 -0.1%
SCG
1580
Sonata Capital Group
Washington
$3.6M +$51.4K +94 +1%
TFP
1581
Triune Financial Partners
Kansas
$3.6M +$10.4K +19 +0.3%
CCP
1582
Clarkston Capital Partners
Michigan
$3.59M -$55.8K -102 -2%
FB
1583
First Bancorp
Maine
$3.58M -$31.2K -57 -0.9%
CSWM
1584
Cassady Schiller Wealth Management
Ohio
$3.58M – – –
IAA
1585
Independent Advisor Alliance
North Carolina
$3.58M -$12K -22 -0.3%
TCOTS
1586
Trust Company of the South
North Carolina
$3.57M – – –
Vontobel Holding
1587
Vontobel Holding
Switzerland
$3.57M – – –
EA
1588
Everpar Advisors
Oklahoma
$3.57M +$1.72M +3,140 +93%
MIM
1589
Macroview Investment Management
Maryland
$3.55M -$118K -216 -3%
OFS
1590
Oldfather Financial Services
Nebraska
$3.55M +$2.19K +4 +0.1%
AWM
1591
Arista Wealth Management
Nevada
$3.54M +$1.57M +2,873 +80%
SEI Investments
1592
SEI Investments
Pennsylvania
$3.54M -$363K -663 -9%
GGS
1593
Galvin Gaustad & Stein
Arizona
$3.51M +$357K +653 +11%
LSA
1594
Lion Street Advisors
Texas
$3.5M +$270K +493 +8%
HIF
1595
Hill Island Financial
Michigan
$3.49M -$22.4K -41 -0.6%
LWM
1596
Lyell Wealth Management
California
$3.48M -$93.6K -171 -3%
RBC
1597
Romano Brothers & Co
Illinois
$3.48M -$4.93K -9 -0.1%
FFB
1598
First Financial Bankshares
Texas
$3.48M -$84.8K -155 -2%
ADL
1599
Asset Dedication LLC
California
$3.46M +$35.6K +65 +1%
CSIC
1600
Clifford Swan Investment Counsel
California
$3.44M – – –
62 63
64
65 66