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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 %
CCG
2326
Ceeto Capital Group
Florida
$851K – – –
RAM
2327
Ramirez Asset Management
New York
$851K – – –
SRCM
2328
Signature Resources Capital Management
California
$843K -$308K -563 -27%
AGP
2329
Autumn Glory Partners
Texas
$843K +$843K +1,540 New
HCP
2330
Hexagon Capital Partners
Arkansas
$841K -$3.28K -6 -0.4%
GLR
2331
Great Lakes Retirement
Ohio
$841K -$475K -868 -36%
BWM
2332
BNC Wealth Management
Oregon
$840K +$53.6K +98 +7%
CF
2333
Convergence Financial
Missouri
$839K +$191K +349 +29%
AHIA
2334
Andrew Hill Investment Advisors
Florida
$835K -$15.3K -28 -2%
SWM
2335
Shakespeare Wealth Management
Wisconsin
$835K +$1.09K +2 +0.1%
LIG
2336
Lokken Investment Group
Delaware
$835K +$165K +301 +25%
WAM
2337
Worth Asset Management
Texas
$835K – – –
CCT
2338
Capital City Trust
Florida
$834K -$10.9K -20 -1%
SC
2339
Slow Capital
California
$831K -$107K -196 -11%
WIM
2340
WealthPlan Investment Management
Nebraska
$831K +$2.19K +4 +0.3%
UID
2341
Union Investments & Development
Israel
$830K – – –
RC
2342
Reik & Co
New York
$830K – – –
AC
2343
Annandale Capital
Texas
$829K +$375K +685 +83%
IPW
2344
Impact Partnership Wealth
Georgia
$829K +$186K +340 +29%
CCWM
2345
Correct Capital Wealth Management
Missouri
$828K -$14.2K -26 -2%
RCS
2346
Retirement Capital Strategies
California
$828K +$377K +688 +83%
SKK
2347
Shepherd Kaplan Krochuk
Massachusetts
$826K +$216K +394 +35%
AMBIA
2348
Allen Mooney & Barnes Investment Advisors
Georgia
$822K +$132K +242 +19%
FM
2349
Foster & Motley
Ohio
$821K +$7.12K +13 +0.9%
AAM
2350
American Asset Management
Florida
$821K – – –
92 93
94
95 96