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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 %
FL
2151
FreeGulliver LLC
Louisiana
$1.21M +$193K +353 +19%
WLIM
2152
White Lighthouse Investment Management
Massachusetts
$1.21M +$89.2K +163 +8%
FWM
2153
Focused Wealth Management
New York
$1.21M +$2.19K +4 +0.2%
BDFN
2154
Bond & Devick Financial Network
Minnesota
$1.19M +$6.02K +11 +0.5%
CWM
2155
CCG Wealth Management
California
$1.19M -$2.19K -4 -0.2%
RIM
2156
RW Investment Management
Idaho
$1.19M -$2.19K -4 -0.2%
LA
2157
Lifeworks Advisors
Michigan
$1.19M -$508K -929 -30%
MIC
2158
Means Investment Company
Maine
$1.18M -$2.74K -5 -0.2%
CFCI
2159
Comprehensive Financial Consultants Institutional
Indiana
$1.18M – – –
WAS
2160
Wealth Advisory Solutions
Indiana
$1.18M +$4.38K +8 +0.4%
CKAIS
2161
Christensen King & Associates Investment Services
Washington
$1.17M +$2.19K +4 +0.2%
III
2162
Independent Investors Inc
New York
$1.17M -$13.7K -25 -1%
MAA
2163
Matrix Asset Advisors
New York
$1.16M +$9.3K +17 +0.8%
AP
2164
Atwood & Palmer
Missouri
$1.16M – – –
TSMHT
2165
Thurston Springer Miller Herd & Titak
Indiana
$1.16M +$1.16M +2,119 New
SIA
2166
Strategic Investment Advisors
Michigan
$1.16M -$447K -816 -28%
CS
2167
Cannell & Spears
New York
$1.16M +$144K +264 +14%
STB
2168
S&T Bank
Pennsylvania
$1.15M -$168K -306 -13%
BRA
2169
Biechele Royce Advisors
Indiana
$1.15M +$12.6K +23 +1%
LRIA
2170
Leonard Rickey Investment Advisors
Washington
$1.15M +$16.4K +30 +1%
FWM
2171
FMB Wealth Management
California
$1.15M – – –
YC
2172
Yarbrough Capital
Tennessee
$1.15M – – –
BFA
2173
Bill Few Associates
Pennsylvania
$1.14M +$91.4K +167 +9%
HCP
2174
Hardin Capital Partners
South Carolina
$1.14M +$1.14M +2,077 New
DW
2175
Dodds Wealth
Colorado
$1.14M -$2.24K -4 -0.2%
85 86
87
88 89