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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 %
MWM
1601
Mattern Wealth Management
Kansas
$3.44M -$55.3K -101 -2%
CCM
1602
Condor Capital Management
New Jersey
$3.43M -$41K -75 -1%
DTC
1603
Davidson Trust Company
Washington
$3.42M -$228K -416 -6%
TCWM
1604
Total Clarity Wealth Management
Illinois
$3.42M +$56.9K +104 +2%
HKIMG
1605
Hutchens & Kramer Investment Management Group
Indiana
$3.42M -$1.57M -2,869 -32%
SSW
1606
Stone Summit Wealth
Florida
$3.41M +$222K +406 +7%
MAV
1607
Mason & Associates (Virginia)
Virginia
$3.4M -$308K -562 -8%
AT
1608
Arlington Trust
Alabama
$3.39M +$1.15M +2,098 +51%
FWI
1609
Facet Wealth Inc
Maryland
$3.38M -$350K -642 -9%
VWM
1610
Valley Wealth Managers
New Jersey
$3.38M -$397K -725 -10%
LFA
1611
Legacy Financial Advisors
Kentucky
$3.37M -$3.28M -6,000 -49%
AB
1612
Atlas Brown
Kentucky
$3.37M +$140K +255 +4%
LFP
1613
Leeward Financial Partners
Washington
$3.33M +$302K +551 +10%
WCM
1614
Wealthcare Capital Management
Virginia
$3.33M -$214K -391 -6%
GF
1615
Goodman Financial
Texas
$3.32M +$3.08M +5,620 +1,241%
FP
1616
Financial Perspectives
Minnesota
$3.32M +$20.2K +37 +0.6%
Fisher Asset Management
1617
Fisher Asset Management
Washington
$3.31M +$352K +643 +12%
RT
1618
Rockland Trust
Massachusetts
$3.31M -$168K -307 -5%
KHC
1619
Koesten Hirschmann & Crabtree
Kansas
$3.31M – – –
TWM
1620
Thrive Wealth Management
Pennsylvania
$3.3M +$79.9K +146 +2%
FSC
1621
Full Sail Capital
Oklahoma
$3.29M -$94.7K -173 -3%
SFG
1622
Sage Financial Group
Pennsylvania
$3.28M +$211K +386 +7%
WF
1623
Warner Financial
Maryland
$3.28M +$5.47K +10 +0.2%
BFA
1624
Beacon Financial Advisory
Ohio
$3.27M +$336K +614 +11%
CWM
1625
Chesapeake Wealth Management
Virginia
$3.25M +$396K +724 +14%
63 64
65
66 67