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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 %
BSI
2376
Bennett Selby Investments
Maine
$771K – – –
CISOA
2377
Capital Investment Services of America
Wisconsin
$770K -$58K -106 -7%
AWA
2378
Amplius Wealth Advisors
Pennsylvania
$768K +$768K +1,403 New
HCM
2379
Hudson Capital Management
New Jersey
$766K -$8.21K -15 -1%
IRAG
2380
Investment Research & Advisory Group
Georgia
$766K -$5.47K -10 -0.7%
RSA
2381
River Street Advisors
Illinois
$762K +$762K +1,392 New
GC
2382
Gibson Capital
Pennsylvania
$761K -$3.28K -6 -0.4%
RCM
2383
Regency Capital Management
Hawaii
$761K – – –
FFG
2384
Frisch Financial Group
New York
$760K -$38.3K -70 -5%
KAH
2385
Kathryn A. Hall
$758K – – –
BF
2386
Blankinship & Foster
California
$756K -$60.2K -110 -7%
TCM
2387
TruNorth Capital Management
Michigan
$755K +$71.1K +130 +10%
PWP
2388
Principle Wealth Partners
Connecticut
$752K – – –
SFS
2389
Stiles Financial Services
Minnesota
$751K +$751K +1,373 New
AGA
2390
Arkos Global Advisors
Texas
$751K +$5.47K +10 +0.7%
FF
2391
Financial Futures
New Jersey
$750K -$1.64K -3 -0.2%
MWM
2392
Marion Wealth Management
Pennsylvania
$750K -$281K -514 -27%
CCA
2393
Checchi Capital Advisers
California
$748K – – –
IFS
2394
Ifrah Financial Services
Arkansas
$742K -$8.21K -15 -1%
BW
2395
Bison Wealth
Georgia
$742K – – –
CPG
2396
Cornerstone Planning Group
New Jersey
$741K -$697K -1,341 -48%
AA
2397
Addison Advisors
Vermont
$740K -$364K -665 -33%
MI
2398
Motiv8 Investments
Florida
$740K +$308K +562 +71%
NDSI
2399
Newman Dignan & Sheerar Inc
Rhode Island
$738K – – –
DCM
2400
Donaldson Capital Management
Indiana
$738K -$52K -95 -7%
94 95
96
97 98