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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 %
PS
2351
Planned Solutions
California
$814K +$547 +1 +0.1%
WWM
2352
WT Wealth Management
Arizona
$814K -$11.5K -21 -1%
MAM
2353
McLean Asset Management
Virginia
$813K – – –
FNBTCON
2354
First National Bank & Trust Co of Newtown
Pennsylvania
$812K +$397K +725 +96%
WIA
2355
Westbourne Investment Advisors
Maryland
$812K +$1.09K +2 +0.1%
NA
2356
Navellier & Associates
Nevada
$810K – – –
SL
2357
Summitry LLC
California
$810K +$547 +1 +0.1%
PPWM
2358
Paragon Private Wealth Management
Kentucky
$808K +$596K +1,090 +282%
MIAS
2359
Mason Investment Advisory Services
Virginia
$801K -$65.7K -120 -8%
WWP
2360
Walden Wealth Partners
Ohio
$796K +$71.2K +130 +10%
CIA
2361
Cape Investment Advisory
Georgia
$792K -$19.7K -36 -2%
SC
2362
Shearwater Capital
Colorado
$789K – – –
WFA
2363
Wade Financial Advisory
California
$789K – – –
CMS
2364
Capital Market Strategies
Florida
$787K -$3.83K -7 -0.5%
SCA
2365
STALEY CAPITAL ADVISERS
Pennsylvania
$787K +$73.9K +135 +10%
AC
2366
Apella Capital
Connecticut
$786K +$55.3K +99 +8%
MWA
2367
Monograph Wealth Advisors
California
$786K – – –
SWM
2368
Seaside Wealth Management
California
$786K -$5.47K -10 -0.7%
AWAG
2369
ARS Wealth Advisors Group
Florida
$785K -$3.28K -6 -0.4%
IFO
2370
Independent Family Office
New York
$785K – – –
DI
2371
DDFG Inc
California
$782K +$1.09K +2 +0.1%
EB
2372
Emprise Bank
Kansas
$775K +$775K +1,417 New
CWM
2373
Chemistry Wealth Management
New York
$775K +$1.64K +3 +0.2%
CWA
2374
Clearview Wealth Advisors
Oregon
$774K -$2.74K -5 -0.4%
FMB
2375
Field & Main Bank
Kentucky
$771K +$771K +1,409 New
93 94
95
96 97