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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 %
TC
1926
Truvestments Capital
Florida
$1.83M -$12.6K -23 -0.7%
LOPW
1927
Live Oak Private Wealth
North Carolina
$1.83M -$130K -238 -7%
VCP
1928
Vista Capital Partners
Oregon
$1.83M -$48.2K -88 -3%
S
1929
Sachetta
Massachusetts
$1.83M -$981K -1,800 -35%
EFG
1930
Ehrlich Financial Group
California
$1.82M +$114K +208 +7%
KWM
1931
KFG Wealth Management
Indiana
$1.82M +$186K +340 +11%
EAM
1932
Empirical Asset Management
Massachusetts
$1.82M +$1.05M +1,927 +138%
ISB
1933
Iowa State Bank
Iowa
$1.82M – – –
SCP
1934
Sandhill Capital Partners
New York
$1.82M +$334K +611 +23%
IA
1935
Inspire Advisors
Idaho
$1.82M -$270K -493 -13%
C1AG
1936
Client 1st Advisory Group
Florida
$1.81M +$21.3K +39 +1%
HWA
1937
HHM Wealth Advisors
Tennessee
$1.81M -$119K -217 -6%
FVCM
1938
F&V Capital Management
Florida
$1.81M +$534K +975 +42%
ZIG
1939
Zullo Investment Group
Pennsylvania
$1.81M -$9.85K -18 -0.5%
TCOT
1940
Trust Company of Toledo
Ohio
$1.8M – – –
DI
1941
Disciplined Investments
Oklahoma
$1.8M -$170K -311 -9%
DJSG
1942
D.J. St. Germain
Massachusetts
$1.8M -$62.4K -114 -3%
FIM
1943
Freedom Investment Management
Connecticut
$1.8M -$5.15M -9,417 -74%
RPWA
1944
Regent Peak Wealth Advisors
Georgia
$1.8M -$198K -361 -10%
BCM
1945
Beck Capital Management
Texas
$1.79M +$701K +1,280 +64%
IIM
1946
InTrack Investment Management
Vermont
$1.79M +$16.4K +30 +0.9%
CV
1947
Counterweight Ventures
North Carolina
$1.78M +$95.8K +175 +6%
HNWA
1948
Henrickson Nauta Wealth Advisors
Michigan
$1.77M +$622K +1,137 +54%
IWA
1949
Inspirion Wealth Advisors
Illinois
$1.77M -$39.9K -73 -2%
CFS
1950
Cannon Financial Strategists
Georgia
$1.77M -$1.64K -3 -0.1%
76 77
78
79 80