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 %
PL
1776
Plancorp LLC
Missouri
$2.46M +$364K +666 +17%
OWP
1777
Obermeyer Wealth Partners
Colorado
$2.46M +$141K +257 +6%
AIP
1778
Almanack Investment Partners
Pennsylvania
$2.45M +$981K +1,793 +67%
JFL
1779
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.45M +$2.45M +4,482 New
GIA
1780
GHP Investment Advisors
Colorado
$2.44M -$24.6K -45 -1%
ICM
1781
Islay Capital Management
Texas
$2.43M -$80.4K -147 -3%
FWA
1782
FSM Wealth Advisors
Ohio
$2.43M -$1.64K -3 -0.1%
ACI
1783
Alpha Cubed Investments
California
$2.42M -$56.9K -104 -2%
WE
1784
Wealth Effects
Massachusetts
$2.42M -$581K -1,062 -19%
SCTC
1785
Sanibel Captiva Trust Company
Florida
$2.42M -$41K -75 -2%
VCM
1786
Virtue Capital Management
Tennessee
$2.42M -$579K -1,038 -19%
RMC
1787
Resources Management Corp
Connecticut
$2.42M -$21.3K -39 -0.9%
VWM
1788
Vigilare Wealth Management
Arizona
$2.41M -$89.2K -163 -4%
BMO
1789
Beck Mack & Oliver
New York
$2.41M +$104K +190 +5%
LWANC
1790
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.41M -$91.4K -167 -4%
CFB
1791
Cullen/Frost Bankers
Texas
$2.41M +$489K +893 +25%
CIS
1792
Continental Investors Services
Washington
$2.4M -$176K -321 -7%
ECM
1793
Exchange Capital Management
Michigan
$2.4M -$188K -343 -7%
LNWWM
1794
Laird Norton Wetherby Wealth Management
California
$2.4M -$216K -395 -8%
LC
1795
Lincoln Capital
Nebraska
$2.39M -$36.7K -67 -2%
OPWM
1796
Oxinas Partners Wealth Management
Indiana
$2.39M -$427K -780 -15%
SIMG
1797
Sonora Investment Management Group
Arizona
$2.39M – – –
BSHC
1798
Breed's Hill Capital
Massachusetts
$2.39M +$394K +720 +20%
SMA
1799
Sage Mountain Advisors
Georgia
$2.37M +$267K +487 +13%
CPA
1800
Court Place Advisors
Maryland
$2.37M +$8.76K +16 +0.4%
70 71
72
73 74