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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 %
MIA
2001
MMBG Investment Advisors
Florida
$1.6M – – –
SIA
2002
Schechter Investment Advisors
Michigan
$1.59M -$3.83K -7 -0.2%
LAS
2003
Lloyd Advisory Services
Georgia
$1.59M +$1.59M +2,903 New
BFP
2004
Briaud Financial Planning
Texas
$1.59M – – –
HCA
2005
Horan Capital Advisors
Ohio
$1.58M +$150K +275 +11%
BFWA
2006
Benchmark Financial Wealth Advisors
Florida
$1.58M -$264K -482 -14%
BOPW
2007
Brandywine Oak Private Wealth
Pennsylvania
$1.58M -$172K -315 -10%
FS
2008
Financial Symmetry
North Carolina
$1.58M +$960K +1,754 +156%
GC
2009
Gratus Capital
Georgia
$1.56M – – –
CCA
2010
Cora Capital Advisors
New Jersey
$1.56M – – –
HFS
2011
Heritage Financial Services
Massachusetts
$1.56M – – –
KLCM
2012
KG&L Capital Management
Louisiana
$1.55M +$117K +213 +8%
FA
2013
Faithward Advisors
Pennsylvania
$1.55M +$7.66K +14 +0.5%
MFA
2014
McClarren Financial Advisors
Pennsylvania
$1.55M +$1.15M +9,323 +286%
RRA
2015
Round Rock Advisors
Connecticut
$1.55M -$196K -359 -11%
MHIC
2016
Marble Harbor Investment Counsel
Massachusetts
$1.55M -$27.4K -50 -2%
KLI
2017
Kelman-Lazarov Inc
Tennessee
$1.55M -$158K -288 -9%
AIC
2018
Archer Investment Corporation
Indiana
$1.55M +$3.83K +7 +0.2%
SWMP
2019
Signature Wealth Management Partners
New Jersey
$1.55M +$46.5K +85 +3%
COI
2020
Connable Office Inc
Michigan
$1.54M -$275K -503 -15%
CCM
2021
Crew Capital Management
Ohio
$1.54M -$10.4K -19 -0.7%
VF
2022
Vista Finance
Missouri
$1.54M +$31.2K +57 +2%
FWM
2023
Fonville Wealth Management
Virginia
$1.54M +$104K +190 +7%
PA
2024
Parkside Advisors
California
$1.53M – – –
FCT
2025
First Community Trust
Iowa
$1.52M +$939K +1,715 +160%
79 80
81
82 83