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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 %
ACA
1726
Aptus Capital Advisors
Alabama
$2.66M -$541K -988 -17%
FGA
1727
Fortis Group Advisors
New Jersey
$2.66M -$85.9K -157 -3%
FA
1728
Forefront Analytics
Pennsylvania
$2.65M -$181K -330 -6%
KCPG
1729
Kavar Capital Partners Group
Kansas
$2.64M +$162K +296 +7%
RIA
1730
Realta Investment Advisors
Delaware
$2.64M +$1.91M +3,485 +261%
AF
1731
Alerus Financial
North Dakota
$2.64M -$134K -244 -5%
FA
1732
FF Advisors
California
$2.63M -$103K -188 -4%
KBFS
1733
Kohmann Bosshard Financial Services
Ohio
$2.63M +$46.5K +85 +2%
PW
1734
Peninsula Wealth
California
$2.63M +$2.18M +3,877 +492%
TAM
1735
Titleist Asset Management
Texas
$2.62M -$287K -525 -10%
NC
1736
Napatree Capital
Rhode Island
$2.62M +$1.64K +3 +0.1%
DC
1737
Darrow Company
Massachusetts
$2.61M +$547 +1 +0%
HFS
1738
Howard Financial Services
Texas
$2.61M +$7.11K +13 +0.3%
GCM
1739
Gallacher Capital Management
Colorado
$2.6M -$89.2K -163 -3%
MWC
1740
MBM Wealth Consultants
Missouri
$2.6M -$27.9K -50 -1%
GIA
1741
Goodwin Investment Advisory
Georgia
$2.59M +$3.28K +6 +0.1%
CMP
1742
Courage Miller Partners
Virginia
$2.59M -$2.74K -5 -0.1%
AWM
1743
Aprio Wealth Management
Georgia
$2.58M -$55.3K -101 -2%
GP
1744
Girard Partners
Pennsylvania
$2.57M -$223K -407 -8%
CB
1745
Centennial Bank
Arkansas
$2.57M -$6.02K -11 -0.2%
NMG
1746
New Millennium Group
Utah
$2.57M +$145K +265 +6%
ZIM
1747
Zacks Investment Management
Illinois
$2.56M +$39.4K +72 +2%
SA
1748
SRH Advisors
Kansas
$2.56M – – –
MHC
1749
Meyer Handelman Company
New York
$2.56M +$670K +1,224 +36%
PCH
1750
PGIM Custom Harvest
New Jersey
$2.55M +$450K +823 +21%
68 69
70
71 72