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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 %
WCA
1826
Waypoint Capital Advisors
Minnesota
$2.19M – – –
OWA
1827
ORBA Wealth Advisors
Illinois
$2.19M +$161K +294 +8%
FF
1828
Francis Financial
$2.19M +$64.6K +118 +3%
KFI
1829
Key Financial Inc
Pennsylvania
$2.18M +$358K +655 +20%
NAM
1830
NTV Asset Management
West Virginia
$2.18M +$297K +543 +16%
NWM
1831
Napa Wealth Management
California
$2.18M +$60.2K +110 +3%
EL
1832
Essex LLC
Illinois
$2.18M -$225K -412 -9%
CCA
1833
Clearwater Capital Advisors
Illinois
$2.17M -$522K -954 -19%
MMHP
1834
Murphy Middleton Hinkle & Parker
Georgia
$2.17M – – –
AWA
1835
Alta Wealth Advisors
Massachusetts
$2.17M -$52.5K -96 -2%
CWM
1836
CIBC World Markets
New York
$2.17M -$39.4K -72 -2%
DP
1837
Denver PWM
Colorado
$2.16M -$93.6K -171 -4%
MA
1838
MONECO Advisors
Connecticut
$2.16M +$29.6K +54 +1%
DFC
1839
DBK Financial Counsel
Ohio
$2.15M -$239K -436 -10%
FCM
1840
Firestone Capital Management
Florida
$2.15M +$93.6K +171 +5%
LFA
1841
LGT Financial Advisors
Texas
$2.15M -$359K -656 -14%
AWM
1842
Angeles Wealth Management
California
$2.15M -$471K -860 -18%
OA
1843
Operose Advisors
Wisconsin
$2.15M +$192K +351 +10%
LA
1844
LM Advisors
California
$2.14M -$549K -1,004 -20%
EWA
1845
Encompass Wealth Advisors
Oregon
$2.13M -$211K -386 -9%
BCM
1846
Bayesian Capital Management
New York
$2.13M +$2.13M +3,884 New
LC
1847
LTG Capital
Massachusetts
$2.12M -$12.6K -23 -0.6%
CB
1848
CNB Bank
Pennsylvania
$2.12M +$54.7K +100 +3%
WHCI
1849
W.H. Cornerstone Investments
Massachusetts
$2.12M +$6.57K +12 +0.3%
TD Asset Management
1850
TD Asset Management
Ontario, Canada
$2.12M -$122K -223 -5%
72 73
74
75 76