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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 %
CA
1801
CSM Advisors
Pennsylvania
$2.37M -$1.15M -2,100 -33%
CFO
1802
Colony Family Offices
North Carolina
$2.36M -$204K -372 -8%
CA
1803
CapWealth Advisors
Tennessee
$2.36M -$49.3K -90 -2%
KAM
1804
Knightsbridge Asset Management
California
$2.34M – – –
SMWM
1805
Silvia McColl Wealth Management
California
$2.34M – – –
HL
1806
HeadInvest LLC
Maine
$2.32M +$258K +472 +13%
BPAMU
1807
BTG Pactual Asset Management US
New York
$2.3M +$2.3M +4,201 New
RPGK
1808
Retirement Planning Group (Kansas)
Kansas
$2.3M -$124K -227 -5%
CFD
1809
Creative Financial Designs
Indiana
$2.29M -$184K -336 -7%
FM
1810
Family Management
New York
$2.28M +$7.66K +14 +0.3%
MIM
1811
Montgomery Investment Management
Maryland
$2.28M +$2.74K +5 +0.1%
ACA
1812
Aspire Capital Advisors
Washington
$2.28M +$142K +260 +7%
CFO
1813
Collective Family Office
Pennsylvania
$2.27M +$1.36M +2,483 +149%
HH
1814
Hilltop Holdings
Texas
$2.27M +$251K +458 +12%
SMH
1815
Sanders Morris Harris
Texas
$2.26M +$2.26M +4,132 New
OCG
1816
Opus Capital Group
Ohio
$2.25M +$241K +441 +12%
IAA
1817
Ironsides Asset Advisors
North Carolina
$2.24M – – –
IFWM
1818
Institute for Wealth Management
Colorado
$2.23M +$213K +390 +11%
SEM
1819
Strategic Equity Management
Arizona
$2.22M -$519K -948 -19%
First Manhattan
1820
First Manhattan
New York
$2.22M +$15.3K +28 +0.7%
RBFC
1821
Roman Butler Fullerton & Co
Missouri
$2.21M -$20.9K -37 -0.9%
BPFA
1822
Barnes Pettey Financial Advisors
Mississippi
$2.21M +$2.19K +4 +0.1%
MCA
1823
Magnolia Capital Advisors
Mississippi
$2.21M +$2.21M +4,039 New
AIP
1824
ARS Investment Partners
New York
$2.21M +$361K +660 +20%
GAA
1825
Guardian Asset Advisors
Pennsylvania
$2.21M -$469K -858 -18%
71 72
73
74 75