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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 %
CCA
2126
Criterion Capital Advisors
Tennessee
$1.29M -$136K -248 -10%
EFG
2127
Embree Financial Group
Illinois
$1.28M -$384K -701 -23%
ILI
2128
Invesco LLC (Illinois)
Illinois
$1.28M – – –
TFA
2129
Toth Financial Advisory
Virginia
$1.28M +$1.03M +1,878 +412%
VCAM
2130
Van Cleef Asset Management
Ohio
$1.27M – – –
LHWM
2131
Lake Hills Wealth Management
Texas
$1.27M – – –
CAL
2132
Capital Advisors Ltd
Ohio
$1.27M – – –
SC
2133
Searle & Co
Connecticut
$1.26M +$163K +298 +15%
WTA
2134
Washington Trust Advisors
Massachusetts
$1.26M -$2.19K -4 -0.2%
SCM
2135
Seascape Capital Management
New Hampshire
$1.26M +$547 +1 +0%
R
2136
Rebalance
California
$1.24M -$58.6K -107 -4%
FAT
2137
First American Trust
California
$1.24M -$744K -1,359 -38%
AFG
2138
ABLE Financial Group
Arizona
$1.24M +$270K +494 +28%
BP
2139
BNP Paribas
France
$1.23M +$112K +204 +10%
W
2140
Wealthquest
Ohio
$1.23M -$49.3K -90 -4%
RP
2141
Reinhart Partners
Wisconsin
$1.23M – – –
MCM
2142
Mendel Capital Management
Arkansas
$1.23M +$51.4K +94 +4%
LA
2143
LexAurum Advisors
Kansas
$1.23M +$70K +128 +6%
CWMGP
2144
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.22M +$1.1K +2 +0.1%
TW
2145
TrinityPoint Wealth
Connecticut
$1.22M +$228K +417 +23%
IPW
2146
Intergy Private Wealth
Colorado
$1.22M -$9.3K -17 -0.8%
OHIS
2147
Oak Harvest Investment Services
Texas
$1.22M -$139K -254 -10%
AMCA
2148
Arthur M. Cohen & Associates
Illinois
$1.21M +$2.74K +5 +0.2%
RWA
2149
Roberts Wealth Advisors
California
$1.21M -$2.8K -5 -0.2%
PWA
2150
Prairie Wealth Advisors
Nebraska
$1.21M -$2.38M -4,344 -66%
84 85
86
87 88