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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 %
BFC
1976
Blue Fin Capital
Rhode Island
$1.68M -$8.21K -15 -0.5%
GJIA
1977
Glass Jacobson Investment Advisors
Maryland
$1.68M -$815K -1,490 -33%
KAM
1978
KEB Asset Management
Illinois
$1.68M – – –
SFP
1979
Sweet Financial Partners
Minnesota
$1.67M +$4.38K +8 +0.3%
TF
1980
Theory Financial
Colorado
$1.67M +$697K +1,274 +72%
TWP
1981
Triad Wealth Partners
Kansas
$1.66M +$1.66M +3,041 New
JMFC
1982
J.M. Forbes & Co
Massachusetts
$1.65M – – –
WCAMG
1983
Woodard & Company Asset Management Group
North Carolina
$1.65M -$50.3K -92 -3%
AO
1984
Advisor OS
Illinois
$1.65M +$39.4K +72 +2%
AWA
1985
Arbor Wealth Advisors
Michigan
$1.65M +$4.93K +9 +0.3%
SCM
1986
Sebold Capital Management
Illinois
$1.65M -$1.09K -2 -0.1%
FWM
1987
Forza Wealth Management
Florida
$1.64M – – –
PWA
1988
PCG Wealth Advisors
Kansas
$1.64M -$142K -259 -8%
FMC
1989
First Merchants Corp
Indiana
$1.63M -$135K -247 -8%
GHA
1990
GW Henssler & Associates
Georgia
$1.63M +$10.9K +20 +0.7%
PL
1991
Parthenon LLC
Kentucky
$1.63M – – –
BWA
1992
Bordeaux Wealth Advisors
California
$1.63M +$131K +239 +9%
HA
1993
Herold Advisors
New York
$1.63M +$129K +236 +9%
AFAS
1994
Acorn Financial Advisory Services
Virginia
$1.62M -$299K -547 -16%
RA
1995
Riversedge Advisors
Delaware
$1.62M -$20.2K -37 -1%
CAI
1996
Capital Advisors Inc
Oklahoma
$1.62M – – –
GAM
1997
GEM Asset Management
Michigan
$1.61M -$73.3K -134 -4%
BO
1998
Bank OZK
Arkansas
$1.61M +$163K +297 +11%
PTC
1999
Philadelphia Trust Company
Pennsylvania
$1.61M – – –
ACM
2000
Advance Capital Management
Michigan
$1.6M +$6.02K +11 +0.4%
78 79
80
81 82