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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 %
PGWM
2176
Pitti Group Wealth Management
New York
$1.13M +$22.4K +47 +2%
LRWA
2177
Long Run Wealth Advisors
New York
$1.13M +$400K +731 +55%
FWA
2178
FSC Wealth Advisors
New York
$1.13M +$107K +195 +10%
TYCC
2179
Texas Yale Capital Corp
Florida
$1.13M – – –
VIM
2180
Vista Investment Management
Pennsylvania
$1.13M +$27.4K +50 +2%
PCM
2181
Prelude Capital Management
New York
$1.13M +$1.13M +2,060 New
SAA
2182
Southeast Asset Advisors
Georgia
$1.13M – – –
CHP
2183
Cable Hill Partners
Oregon
$1.12M +$1.12M +2,046 New
FBT
2184
First Bank & Trust
South Dakota
$1.12M +$268K +490 +32%
NG
2185
Norden Group
Utah
$1.12M +$62.9K +115 +6%
PCI
2186
Planning Center Inc
Illinois
$1.12M -$66.8K -122 -6%
EP
2187
EPIQ Partners
Minnesota
$1.11M +$1.09K +2 +0.1%
CWM
2188
Cabot Wealth Management
Massachusetts
$1.1M +$92.5K +169 +9%
CAM
2189
Cozad Asset Management
Illinois
$1.1M +$8.21K +15 +0.8%
TCM
2190
Towneley Capital Management
California
$1.1M -$283K -517 -20%
RK
2191
Rather & Kittrell
Tennessee
$1.1M -$3.83K -7 -0.3%
SC
2192
Stephens Consulting
Michigan
$1.09M -$66.2K -121 -6%
EBSAM
2193
Eubel Brady & Suttman Asset Management
Ohio
$1.09M -$107K -196 -9%
AA
2194
Advisory Alpha
Michigan
$1.09M +$68.4K +125 +7%
GI
2195
GLOBALT Investments
Georgia
$1.09M -$27.4K -50 -2%
NCM
2196
NCM Capital Management
New Jersey
$1.08M +$1.08M +1,977 New
O3W
2197
Omni 360 Wealth
New Jersey
$1.08M +$14.2K +26 +1%
HIS
2198
Harvest Investment Services
Illinois
$1.08M -$15.9K -29 -1%
BWM
2199
Bulltick Wealth Management
Florida
$1.08M +$1.08M +1,973 New
BFA
2200
Bragg Financial Advisors
North Carolina
$1.08M +$82.1K +150 +8%
86 87
88
89 90