IVV icon

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 %
PIFP
2451
Partners in Financial Planning
Virginia
$664K – – –
SHWM
2452
Smith & Howard Wealth Management
Georgia
$662K -$2.19K -4 -0.3%
DBIA
2453
Dumont & Blake Investment Advisors
New Jersey
$662K +$357K +652 +117%
TWP
2454
Total Wealth Planning
Ohio
$661K -$467K -822 -41%
ST
2455
Sabal Trust
Florida
$659K -$41K -75 -6%
FFP
2456
FourThought Financial Partners
Florida
$659K +$12.6K +23 +2%
TCM
2457
Tandem Capital Management
New Jersey
$659K – – –
CWP
2458
Concord Wealth Partners
Virginia
$658K -$86.5K -158 -12%
FAM
2459
Fenimore Asset Management
New York
$657K – – –
RIP
2460
RAM Investment Partners
Washington
$652K +$40K +73 +7%
GCP
2461
Gill Capital Partners
Colorado
$652K – – –
LMKC
2462
L.M. Kohn & Company
Ohio
$651K -$104K -182 -14%
ACA
2463
Atlas Capital Advisors
Wyoming
$645K -$38.9K -71 -6%
UWM
2464
USAdvisors Wealth Management
Minnesota
$643K +$64K +117 +11%
BP
2465
BCK Partners
New York
$643K -$35K -64 -5%
AWM
2466
Aries Wealth Management
Maine
$640K +$82.1K +150 +15%
ISL
2467
Ingalls & Snyder LLC
New York
$638K – – –
FFO
2468
Fiduciary Family Office
Florida
$635K -$150K -275 -19%
IC
2469
Inscription Capital
Texas
$635K +$547 +1 +0.1%
OIM
2470
Opus Investment Management
Massachusetts
$629K – – –
SFP
2471
Strategic Financial Planning
Texas
$629K – – –
ST
2472
Somerset Trust
Pennsylvania
$625K – – –
IWM
2473
Iams Wealth Management
Nebraska
$625K +$32.3K +59 +5%
TPWM
2474
Twelve Points Wealth Management
Massachusetts
$623K +$31.2K +57 +5%
MPIA
2475
Mountain Pacific Investment Advisers
Idaho
$621K – – –
97 98
99
100 101