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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 %
FMII
176
Farmers & Merchants Investments Inc
Nebraska
$209M +$3.49M +6,376 +2%
NRI
177
NFP Retirement Inc
California
$209M -$1.36M -2,478 -0.6%
EIG
178
Ellenbecker Investment Group
Wisconsin
$209M +$360K +658 +0.2%
William Blair & Company
179
William Blair & Company
Illinois
$208M +$7.5M +13,701 +4%
TFO
180
Tarbox Family Office
California
$208M -$3.63M -6,625 -2%
WFA
181
Wellspring Financial Advisors
Ohio
$206M +$46.4M +84,807 +29%
DWA
182
Divergent Wealth Advisors
Utah
$205M -$1.96M -3,589 -1%
IWC
183
Integrated Wealth Concepts
Massachusetts
$204M +$3.95M +7,223 +2%
Wellington Management Group
184
Wellington Management Group
Massachusetts
$204M +$661K +1,207 +0.3%
HSBC Holdings
185
HSBC Holdings
United Kingdom
$202M +$97.4M +177,587 +93%
RWM
186
RKL Wealth Management
Pennsylvania
$201M +$7.1M +12,972 +4%
DLIC
187
Daido Life Insurance Company
Japan
$193M – – –
Wolverine Trading
188
Wolverine Trading
Illinois
$189M -$1.37B -2,508,251 -88%
SPIA
189
Steward Partners Investment Advisory
New York
$188M +$4.99M +9,121 +3%
RWM
190
Ritholtz Wealth Management
New York
$187M +$1.47M +2,689 +0.8%
HTC
191
Haverford Trust Company
Pennsylvania
$186M +$6.45M +11,793 +4%
LW
192
Linscomb Wealth
Texas
$184M -$3.65M -6,665 -2%
CM
193
Crestline Management
Texas
$183M +$183M +335,000 New
FIB
194
First Interstate Bank
Montana
$183M -$5.22M -9,536 -3%
SCM
195
Steele Capital Management
Iowa
$182M +$3.1M +5,660 +2%
SPC
196
Sigma Planning Corp
Michigan
$181M -$4.44M -8,105 -2%
PAG
197
Private Advisor Group
New Jersey
$180M +$10.8M +19,675 +6%
VC
198
Vicus Capital
Pennsylvania
$179M -$1.55M -2,825 -0.9%
Lazard Asset Management
199
Lazard Asset Management
New York
$179M -$5.35M -9,785 -3%
MW
200
Marcum Wealth
Ohio
$176M +$4.61M +8,421 +3%
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