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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

3,568 hedge funds and large institutions have $453B invested in iShares Core S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 529 funds opening new positions, 1,390 increasing their positions, 1,232 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,568
Holders Change
+386
Holders Change %
+12.13%
% of All Funds
47.49%
Holding in Top 10
1,164
Holding in Top 10 Change
+142
Holding in Top 10 Change %
+13.89%
% of All Funds
15.49%
New
529
Increased
1,390
Reduced
1,232
Closed
81
Calls
$1.12B
Puts
$1.64B
Net Calls
-$518M
Net Calls Change
-$535M

Top Buyers

1
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$5.81B
2
Prudential Financial
Prudential Financial
New Jersey
+$4.01B
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$3.49B
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$1.83B
5
Morgan Stanley
Morgan Stanley
New York
+$1.74B

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$6.01B
2
Bank of America
Bank of America
North Carolina
-$4.39B
3
Squarepoint
Squarepoint
New York
-$2.65B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.61B
5
Goldman Sachs
Goldman Sachs
New York
-$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
CPCM
2851
Cardinal Point Capital Management
Ontario, Canada
$587K +$50K +85 +9%
UBV
2852
United Bank (Virginia)
Virginia
$586K – – –
SPWG
2853
Sage Private Wealth Group
Illinois
$586K +$589 +1 +0.1%
AWM
2854
Austin Wealth Management
Texas
$585K +$18K +30 +3%
IAG
2855
Ipsen Advisor Group
Arkansas
$584K +$584K +992 New
ESBC
2856
E.S. Barr & Co
Kentucky
$584K – – –
VWA
2857
Valued Wealth Advisors
Utah
$584K +$231K +393 +66%
IHWM
2858
Iron Horse Wealth Management
Iowa
$583K -$11.8K -20 -2%
BB
2859
Bell Bank
North Dakota
$581K +$18.8K +32 +3%
PT
2860
Plimoth Trust
Massachusetts
$580K -$15.3K -26 -3%
CC
2861
Cypress Capital
Tennessee
$580K -$5.42M -9,208 -90%
BF
2862
Bonfire Financial
Colorado
$579K +$579K +984 New
CCM
2863
Carlson Capital Management
Minnesota
$578K +$89.5K +152 +18%
CSB
2864
City State Bank
Iowa
$578K – – –
GFWA
2865
Grey Fox Wealth Advisors
Delaware
$578K -$25.9K -44 -4%
MFG
2866
Monte Financial Group
Connecticut
$577K -$27.7K -47 -5%
CWM
2867
Compass Wealth Management
Connecticut
$576K – – –
PIA
2868
Petredis Investment Advisors
Pennsylvania
$576K – – –
MCP
2869
Mirador Capital Partners
California
$576K +$119K +202 +26%
FPGT
2870
Financial Partners Group (Tennessee)
Tennessee
$574K +$74.7K +127 +15%
MGWA
2871
Monument Group Wealth Advisors
Massachusetts
$574K +$1.18K +2 +0.2%
CA
2872
Cambridge Advisors
Nebraska
$573K – – –
ACIM
2873
Azimuth Capital Investment Management
Michigan
$569K +$23K +39 +4%
PFG
2874
Pinnacle Financial Group
Illinois
$568K +$123K +209 +28%
GC
2875
Grange Capital
Oregon
$566K +$566K +962 New
113 114
115
116 117