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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 %
RIM
1951
Rockbridge Investment Management
New York
$1.77M -$3.83K -7 -0.2%
OWA
1952
Octavia Wealth Advisors
Ohio
$1.76M +$775K +1,416 +78%
VAF
1953
Values Added Financial
District of Columbia
$1.76M +$1.64K +3 +0.1%
KWM
1954
Kaydan Wealth Management
Michigan
$1.76M +$159K +290 +10%
GAA
1955
Global Assets Advisory
Florida
$1.76M -$216M -395,176 -99%
BC
1956
Burney Company
Virginia
$1.75M -$78.3K -143 -4%
SI
1957
Saxon Interests
Texas
$1.75M -$29K -53 -2%
MPCL
1958
My Personal CFO LLC
Washington
$1.75M +$53.6K +98 +3%
OLVIG
1959
Oliver Lagore Vanvalin Investment Group
Michigan
$1.75M -$417K -762 -19%
ACP
1960
Aviance Capital Partners
Florida
$1.74M -$188K -344 -10%
NFP
1961
Narus Financial Partners
Utah
$1.74M -$101K -184 -5%
FWM
1962
Fingerlakes Wealth Management
New York
$1.74M +$4.93K +9 +0.3%
EFG
1963
Everhart Financial Group
Ohio
$1.73M +$399K +729 +30%
MBI
1964
May Barnhard Investments
Maryland
$1.73M +$4.38K +8 +0.3%
FNWA
1965
Financial Network Wealth Advisors
Utah
$1.72M -$14.7K -27 -0.8%
UL
1966
Unionview LLC
Washington
$1.72M -$80.4K -147 -4%
APW
1967
Atlantic Private Wealth
North Carolina
$1.71M – – –
SWM
1968
Sugarloaf Wealth Management
Georgia
$1.71M +$42.7K +78 +3%
MA
1969
MKT Advisors
California
$1.71M -$3.91K -7 -0.2%
MAWA
1970
Moss Adams Wealth Advisors
Washington
$1.71M +$1.26M +2,300 +282%
CDH
1971
Charles D. Hyman
$1.7M – – –
SCA
1972
Scott Capital Advisors
Oregon
$1.7M +$4.47K +8 +0.3%
NSAM
1973
North Star Asset Management
Wisconsin
$1.69M +$161K +295 +11%
MCM
1974
McRae Capital Management
New Jersey
$1.69M +$5.47K +10 +0.3%
GKIM
1975
GW&K Investment Management
Massachusetts
$1.68M +$302K +551 +22%
77 78
79
80 81