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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 %
SPA
1901
Sentinel Pension Advisors
Massachusetts
$1.94M -$12K -22 -0.6%
FAM
1902
Formidable Asset Management
Ohio
$1.93M -$10.4K -19 -0.5%
TL
1903
Tradewinds LLC
North Carolina
$1.93M +$1.93M +3,518 New
LFG
1904
Lazard Frères Gestion
France
$1.92M -$110K -200 -5%
GI
1905
Gradient Investments
Minnesota
$1.92M +$1.61M +2,951 +527%
ITIM
1906
Indiana Trust & Investment Management
Indiana
$1.92M +$327K +598 +21%
EFL
1907
ERn Financial LLC
Wisconsin
$1.92M +$59.1K +108 +3%
TA
1908
Teramo Advisors
Florida
$1.92M -$46.6M -85,200 -96%
PWM
1909
PBMares Wealth Management
Virginia
$1.91M -$14.8K -27 -0.8%
PPA
1910
Painted Porch Advisors
California
$1.91M -$19.7K -36 -1%
1SB
1911
1ST Source Bank
Indiana
$1.9M -$198K -362 -9%
AFG
1912
Allegheny Financial Group
Pennsylvania
$1.88M +$396K +723 +27%
SC
1913
Sepio Capital
Utah
$1.88M -$1.62M -2,964 -46%
CI
1914
Ceera Investments
Texas
$1.88M +$1M +1,833 +115%
TTWM
1915
TCV Trust & Wealth Management
Virginia
$1.87M – – –
GFL
1916
Granite FO LLC
New Hampshire
$1.87M – – –
SVWAG
1917
Sound View Wealth Advisors Group
Georgia
$1.86M +$19.2K +35 +1%
KCM
1918
Kornitzer Capital Management
Kansas
$1.86M +$6.02K +11 +0.3%
PCM
1919
Palisade Capital Management
New Jersey
$1.86M +$144K +264 +8%
SWM
1920
SeaCrest Wealth Management
New York
$1.86M +$73.9K +135 +4%
PRWA
1921
Platte River Wealth Advisors
Colorado
$1.85M – – –
FAM
1922
Family Asset Management
South Carolina
$1.85M +$187K +342 +11%
AWA
1923
ARQ Wealth Advisors
Arizona
$1.84M +$118K +216 +7%
GA
1924
Goldstein Advisors
Wisconsin
$1.83M +$484K +884 +36%
FPB
1925
First PREMIER Bank
South Dakota
$1.83M – – –
75 76
77
78 79