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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 %
JC
2226
Jentner Corp
Ohio
$1.04M -$15.3K -28 -1%
CNFG
2227
Creegan & Nassoura Financial Group
New Hampshire
$1.04M – – –
AW
2228
Alaethes Wealth
Nevada
$1.04M +$64K +117 +7%
CCM
2229
Colorado Capital Management
Colorado
$1.04M -$10.4K -19 -1%
TPA
2230
Trivium Point Advisory
Connecticut
$1.03M +$254K +465 +33%
PP
2231
Prosperity Planning
Missouri
$1.03M -$160K -292 -13%
AWP
2232
Accretive Wealth Partners
New Jersey
$1.03M +$1.1K +2 +0.1%
VFPI
2233
Vantage Financial Partners (Illinois)
Illinois
$1.03M +$40.5K +74 +4%
Wealthfront Advisers
2234
Wealthfront Advisers
California
$1.03M +$342K +625 +50%
DSN
2235
D. Scott Neal
Kentucky
$1.03M – – –
GWA
2236
Geometric Wealth Advisors
District of Columbia
$1.02M – – –
TH
2237
Team Hewins
California
$1.02M +$30.6K +56 +3%
CWAG
2238
Compton Wealth Advisory Group
Virginia
$1.02M – – –
RFA
2239
Rollins Financial Advisors
New York
$1.01M +$14.8K +27 +1%
BMD
2240
Better Money Decisions
New Mexico
$1.01M +$12K +22 +1%
PF
2241
Penney Financial
Texas
$1.01M +$140K +255 +16%
PIP
2242
Peachtree Investment Partners
Florida
$1.01M +$387K +708 +63%
SVCP
2243
Silicon Valley Capital Partners
California
$1M +$2.74K +5 +0.3%
WW
2244
Waterfront Wealth
Kansas
$1M +$350K +639 +54%
IPW
2245
IronBridge Private Wealth
Texas
$1M – – –
TIA
2246
Tiemann Investment Advisors
California
$999K -$20.8K -38 -2%
AFG
2247
Altiora Financial Group
Ohio
$995K +$126K +230 +14%
NC
2248
NewSquare Capital
Pennsylvania
$995K +$60.2K +110 +6%
PWM
2249
Prosperity Wealth Management
California
$993K +$9.31K +17 +0.9%
MWA
2250
Muirfield Wealth Advisors
North Carolina
$992K +$25.2K +46 +3%
88 89
90
91 92