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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 %
DA
2301
Drake & Associates
Wisconsin
$885K +$1.64K +3 +0.2%
RRCM
2302
Rappaport Reiches Capital Management
Illinois
$882K +$194K +354 +28%
HFAS
2303
Hummer Financial Advisory Services
Illinois
$881K -$41K -75 -4%
PS
2304
Portfolio Strategies
New York
$880K -$14.3M -26,120 -94%
TVAMP
2305
Tennessee Valley Asset Management Partners
Tennessee
$880K +$1.64K +3 +0.2%
APW
2306
Aurora Private Wealth
New Jersey
$880K +$1.1K +2 +0.1%
MHWM
2307
Montz Harcus Wealth Management
Louisiana
$879K +$2.74K +5 +0.3%
VC
2308
Veracity Capital
Georgia
$876K -$924K -1,689 -51%
GWAG
2309
Garrett Wealth Advisory Group
Texas
$873K +$460K +841 +112%
IWN
2310
Independent Wealth Network
Iowa
$871K -$23K -42 -3%
MWM
2311
Meritas Wealth Management
California
$870K -$12K -22 -1%
WKWM
2312
Walter & Keenan Wealth Management
Indiana
$870K +$547 +1 +0.1%
C
2313
CEDRUS
Colorado
$869K -$52.5K -96 -6%
SP
2314
Sequent Planning
Nebraska
$868K +$9.32K +17 +1%
EW
2315
Evoke Wealth
California
$868K -$339M -619,681 -100%
DFA
2316
DHJJ Financial Advisors
Illinois
$867K +$729K +1,333 +529%
CANC
2317
Culbertson A N & Co
Virginia
$865K -$5.47K -10 -0.6%
CA
2318
Calton & Associates
Florida
$860K -$18.6K -34 -2%
DWA
2319
Delap Wealth Advisory
Oregon
$859K -$30.1K -55 -3%
TFA
2320
TPG Financial Advisors
Oregon
$858K +$858K +1,568 New
FRA
2321
Front Row Advisors
California
$856K +$7.66K +14 +0.9%
BEI
2322
Benjamin Edwards Inc
Missouri
$855K -$23K -42 -3%
TFA
2323
Teamwork Financial Advisors
Texas
$854K -$350K -639 -29%
RFWA
2324
RPg Family Wealth Advisory
Massachusetts
$852K -$215K -392 -20%
MWA
2325
MN Wealth Advisors
Kansas
$852K -$1.1K -2 -0.1%
91 92
93
94 95