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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 %
SPIO
1851
Seven Post Investment Office
California
$2.11M – – –
PP
1852
Patten & Patten
Tennessee
$2.11M +$14.2K +26 +0.7%
PCMF
1853
Private Capital Management (Florida)
Florida
$2.11M -$30.1K -55 -1%
WIC
1854
Woodmont Investment Counsel
Tennessee
$2.1M +$603K +1,102 +40%
SPWM
1855
Schrum Private Wealth Management
Florida
$2.09M +$554K +1,013 +36%
CPWA
1856
Cerro Pacific Wealth Advisors
California
$2.09M +$2.09M +3,826 New
WSWA
1857
Warren Street Wealth Advisors
California
$2.09M +$75.5K +138 +4%
OSNBOA
1858
Old Second National Bank of Aurora
Illinois
$2.08M +$1.1M +2,006 +111%
AI
1859
Axiom Investors
Connecticut
$2.08M -$164K -300 -7%
FFA
1860
Founders Financial Alliance
North Carolina
$2.08M +$89.2K +163 +4%
BCMLT
1861
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.08M -$547 -1 -0%
SIS
1862
Strategic Investment Solutions
Illinois
$2.07M +$2.07M +3,744 New
SFA
1863
Seneca Financial Advisors
New York
$2.07M +$769K +1,405 +59%
CCM
1864
Cohen Capital Management
California
$2.07M +$3.28K +6 +0.2%
JIR
1865
James Investment Research
Ohio
$2.07M -$551K -1,006 -21%
ESB
1866
Essex Savings Bank
Connecticut
$2.06M -$48.2K -88 -2%
GFA
1867
Gallagher Fiduciary Advisors
Illinois
$2.06M -$243K -444 -11%
IB
1868
Intrust Bank
Kansas
$2.06M +$31.2K +57 +2%
HCM
1869
Howland Capital Management
Massachusetts
$2.06M +$234K +427 +13%
PFM
1870
Peak Financial Management
Massachusetts
$2.06M -$10.9K -20 -0.5%
MAG
1871
Mayfair Advisory Group
Alabama
$2.05M +$302K +537 +17%
WFA
1872
Wells Financial Advisors
Massachusetts
$2.04M -$55.3K -101 -3%
VCM
1873
Versant Capital Management
Arizona
$2.04M – – –
LSIA
1874
LaSalle St. Investment Advisors
Illinois
$2.04M +$522K +954 +34%
NW
1875
Naviter Wealth
Arkansas
$2.04M +$7.11K +13 +0.3%
73 74
75
76 77