IVV icon

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 %
TWM
1751
Tolleson Wealth Management
Texas
$2.55M – – –
SRC
1752
Sage Rhino Capital
California
$2.55M – – –
CL
1753
COWA LLC
Oklahoma
$2.54M -$59.6K -109 -2%
AFA
1754
Arlington Financial Advisors
California
$2.54M +$36.7K +67 +1%
TCOT
1755
Trust Company of Tennessee
Tennessee
$2.54M +$2.54M +4,643 New
KSWA
1756
Kathleen S. Wright Associates
Pennsylvania
$2.53M -$64K -117 -2%
SWA
1757
SOA Wealth Advisors
New York
$2.53M +$5.47K +10 +0.2%
MCM
1758
Mengis Capital Management
Oregon
$2.53M +$980K +1,791 +63%
FC
1759
Financial Consulate
Maryland
$2.53M -$52.5K -96 -2%
APP
1760
Avantax Planning Partners
Iowa
$2.52M +$159K +290 +7%
LA
1761
Lane & Associates
New Jersey
$2.52M +$265K +485 +12%
ACM
1762
AlphaStar Capital Management
North Carolina
$2.52M -$239K -436 -9%
TCWA
1763
Turtle Creek Wealth Advisors
Texas
$2.51M +$233K +425 +10%
SWM
1764
StoneCrest Wealth Management
Arizona
$2.51M -$289K -528 -10%
MIFH
1765
Migdal Insurance & Financial Holdings
Israel
$2.5M -$463K -844 -16%
GWMR
1766
GC Wealth Management RIA
Massachusetts
$2.5M +$228K +416 +10%
STA
1767
Smith Thornton Advisors
Alabama
$2.5M +$2.5M +4,562 New
HPC
1768
Hobart Private Capital
North Carolina
$2.49M -$905K -1,654 -27%
BA
1769
Bridge Advisory
California
$2.49M -$826K -1,510 -25%
GI
1770
GAMMA Investing
California
$2.49M +$187K +342 +8%
AFO
1771
Allie Family Office
Florida
$2.49M -$623K -1,122 -20%
APW
1772
Austin Private Wealth
Texas
$2.49M -$10.4K -19 -0.4%
CCA
1773
Cobblestone Capital Advisors
New York
$2.48M -$49.3K -90 -2%
MIIM
1774
Mesirow Institutional Investment Management
Illinois
$2.47M +$7.66K +14 +0.3%
KP
1775
Keel Point
Alabama
$2.47M +$1.03M +1,896 +72%
69 70
71
72 73