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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 %
CWM
1701
Castle Wealth Management
Florida
$2.8M -$10.4K -19 -0.4%
RB
1702
Renasant Bank
Mississippi
$2.79M +$1.12M +2,044 +67%
GSIS
1703
Global Strategic Investment Solutions
Arizona
$2.78M +$8.21K +15 +0.3%
PA
1704
Pineridge Advisors
Missouri
$2.77M -$88.7K -162 -3%
AFA
1705
American Financial Advisors
Georgia
$2.77M -$114K -209 -4%
CSC
1706
Caldwell Sutter Capital
California
$2.77M -$27.4K -50 -1%
MWM
1707
Melfa Wealth Management
Massachusetts
$2.76M +$134K +244 +5%
AA
1708
Axiom Advisory
California
$2.75M +$2.75M +5,239 New
WLPWM
1709
Walled Lake Planning & Wealth Management
Illinois
$2.75M +$186K +339 +7%
SWM
1710
Sterling Wealth Management
Illinois
$2.75M -$411K -751 -13%
CTFG
1711
Capstone Triton Financial Group
Oklahoma
$2.75M +$38.9K +71 +1%
FCM
1712
Fortis Capital Management
Washington
$2.73M -$4.38K -8 -0.2%
RMDI
1713
R.M. Davis Inc
Maine
$2.73M -$21.3K -39 -0.8%
TW
1714
Traveka Wealth
California
$2.73M +$151K +275 +6%
PFSC
1715
Peoples Financial Services Corp
Pennsylvania
$2.73M -$620K -1,133 -19%
AIM
1716
Arcadia Investment Management
Michigan
$2.72M -$602K -1,100 -18%
MGW
1717
MB Generational Wealth
Washington
$2.71M -$142K -259 -5%
RCM
1718
Ridgepath Capital Management
Tennessee
$2.7M +$28.5K +52 +1%
PA
1719
PSI Advisors
Florida
$2.7M -$630K -1,152 -19%
RFG
1720
REAP Financial Group
Texas
$2.7M -$344K -629 -11%
RCWMU
1721
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.7M – – –
GWA
1722
Gratus Wealth Advisors
Virginia
$2.7M -$6.62K -12 -0.2%
PWM
1723
Paulson Wealth Management
Illinois
$2.68M +$36.7K +67 +1%
CCA
1724
Clarity Capital Advisors
Florida
$2.67M +$7.11K +13 +0.3%
VPIM
1725
Vanguard Personalized Indexing Management
California
$2.67M +$274K +501 +11%
67 68
69
70 71