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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 %
JWS
2401
Juncture Wealth Strategies
Arizona
$738K +$2.74K +5 +0.4%
BFIM
2402
Beese Fulmer Investment Management
Ohio
$737K +$20.8K +38 +3%
TFGT
2403
TS Financial Group (TSFG)
Illinois
$735K +$133K +244 +22%
LFGO
2404
Legacy Financial Group (Oklahoma)
Oklahoma
$733K +$2.74K +5 +0.4%
ML
2405
Mayport LLC
Massachusetts
$731K – – –
TAM
2406
Townsend Asset Management
North Carolina
$729K +$27.9K +51 +4%
GWWM
2407
Great Waters Wealth Management
Minnesota
$725K +$547 +1 +0.1%
RAM
2408
Redmond Asset Management
Virginia
$723K +$10.4K +19 +1%
MSR
2409
Main Street Research
Connecticut
$719K -$52K -95 -7%
PFA
2410
Pathway Financial Advisors
Vermont
$719K +$25.2K +46 +4%
CFA
2411
Capstone Financial Advisors
Illinois
$717K +$50.3K +92 +8%
DW30
2412
Drucker Wealth 3.0
New Jersey
$717K +$717K +1,311 New
CCA
2413
Conservest Capital Advisors
Pennsylvania
$717K – – –
CCG
2414
Chatham Capital Group
Georgia
$716K – – –
TC
2415
Tenret Company
Florida
$715K – – –
LC
2416
Lavaca Capital
Texas
$712K +$712K +1,301 New
MSG
2417
Main Street Group
Virginia
$711K -$26.3K -48 -4%
HWM
2418
Horizons Wealth Management
North Carolina
$710K -$135K -245 -16%
HTHT
2419
Hemenway Trust Hemenway Trust
New Hampshire
$710K -$43.2K -79 -6%
ZIG
2420
Zuckerman Investment Group
Illinois
$710K +$97.4K +178 +16%
CA
2421
Carson Advisory
Georgia
$707K -$67.3K -123 -9%
FI
2422
Financial Insights
Washington
$707K – – –
SF
2423
Slagle Financial
Illinois
$706K -$48.7K -89 -6%
IP
2424
Ignite Planners
California
$705K +$229K +410 +48%
LJHT
2425
Laurie J. Hall Trustee
$705K – – –
95 96
97
98 99