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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 %
RWMG
1626
Redwood Wealth Management Group
New Jersey
$3.25M +$84.3K +154 +3%
IP
1627
Investment Partners
Ohio
$3.24M -$24.6K -45 -0.8%
HWM
1628
Hohimer Wealth Management
Washington
$3.24M +$166K +304 +5%
NCG
1629
Newport Capital Group
New Jersey
$3.23M +$3.23M +5,910 New
WAM
1630
WNY Asset Management
New York
$3.23M +$119K +217 +4%
FBFS
1631
First Business Financial Services
Wisconsin
$3.21M – – –
PMA
1632
Prudent Man Advisors
Illinois
$3.21M – – –
WFMPM
1633
Woodley Farra Manion Portfolio Management
Indiana
$3.21M -$129K -236 -4%
RG
1634
Rathbones Group
United Kingdom
$3.21M +$28.5K +52 +0.9%
PG
1635
Prostatis Group
Maryland
$3.2M +$252K +461 +9%
ME
1636
McIlrath & Eck
Washington
$3.18M -$109K -200 -3%
APC
1637
Aspire Private Capital
North Carolina
$3.17M -$371K -678 -10%
TP
1638
Tranquility Partners
Tennessee
$3.15M -$26.3K -48 -0.8%
MPI
1639
Mairs & Power Inc
Minnesota
$3.15M -$260K -475 -8%
CWM
1640
Concentric Wealth Management
California
$3.15M -$120K -220 -4%
PAG
1641
Paladin Advisory Group
Iowa
$3.14M +$18.6K +34 +0.6%
AIM
1642
Aspen Investment Management
Michigan
$3.14M – – –
OC
1643
Oakworth Capital
Alabama
$3.13M -$63.5K -116 -2%
VA
1644
Vident Advisory
Georgia
$3.11M +$169K +308 +6%
FWP
1645
FAS Wealth Partners
Kansas
$3.11M +$4.93K +9 +0.2%
UCMOK
1646
United Capital Management of KS
Kansas
$3.1M -$537K -982 -15%
BDF
1647
Black Diamond Financial
Maryland
$3.1M +$32.3K +59 +1%
GSEP
1648
Golden State Equity Partners
California
$3.1M +$3.1M +5,660 New
TWCA
1649
Two West Capital Advisors
Kansas
$3.09M +$3.09M +5,654 New
HWM
1650
Hemington Wealth Management
Virginia
$3.09M +$40.5K +74 +1%
64 65
66
67 68