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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 %
FA
2051
Financial Advisors
Massachusetts
$1.45M -$6.02K -11 -0.4%
EDRH
2052
Edmond de Rothschild Holding
Switzerland
$1.45M +$638K +1,166 +79%
FAG
2053
Fortitude Advisory Group
Washington
$1.44M -$899K -1,643 -38%
PIA
2054
Pinion Investment Advisors
Kansas
$1.44M +$338K +618 +31%
FDCP
2055
Foster Dykema Cabot & Partners
Massachusetts
$1.44M -$160K -293 -10%
TCBWMS
2056
Texas Capital Bank Wealth Management Services
Texas
$1.44M – – –
MMG
2057
Monetary Management Group
Missouri
$1.44M – – –
TLA
2058
Tanglewood Legacy Advisors
Texas
$1.44M -$215K -393 -13%
APWA
2059
Atlas Private Wealth Advisors
New Jersey
$1.43M +$673K +1,230 +89%
MIG
2060
McGuire Investment Group
Rhode Island
$1.43M +$3.83K +7 +0.3%
TWM
2061
Tradition Wealth Management
Minnesota
$1.43M +$147K +269 +11%
BWM
2062
Birchcreek Wealth Management
Ohio
$1.43M – – –
SBF
2063
Sara-Bay Financial
Florida
$1.43M +$445K +814 +45%
KAS
2064
KPP Advisory Services
Kentucky
$1.43M +$258K +471 +22%
GAM
2065
Griffin Asset Management
New York
$1.43M -$197K -360 -12%
FPCG
2066
Fort Pitt Capital Group
Pennsylvania
$1.43M -$23K -42 -2%
DWM
2067
Diversify Wealth Management
Utah
$1.42M +$1.42M +2,730 New
ODG
2068
O'Dell Group
Ohio
$1.42M – – –
MA
2069
MJP Associates
Connecticut
$1.42M +$29K +53 +2%
IBOK
2070
Independence Bank of Kentucky
Kentucky
$1.41M +$247K +451 +21%
CPSC
2071
Carl P. Sherr & Co
Massachusetts
$1.41M -$11.5K -21 -0.8%
CNB
2072
Camden National Bank
Maine
$1.41M -$6.57K -12 -0.5%
BFG
2073
Berger Financial Group
Minnesota
$1.41M +$48.2K +88 +4%
BTW
2074
Boston Trust Walden
Massachusetts
$1.41M -$30.1K -55 -2%
AAP
2075
Arax Advisory Partners
Colorado
$1.41M -$20.2K -37 -1%
81 82
83
84 85