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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 %
SEM
3051
Suncoast Equity Management
Florida
$415K +$415K +706 New
PAWA
3052
Palo Alto Wealth Advisors
California
$415K -$28.3K -48 -6%
SGWM
3053
Sterling Group Wealth Management
California
$415K – – –
VPF
3054
Vantage Point Financial
Illinois
$415K +$415K +704 New
TPW
3055
TL Private Wealth
Texas
$414K – – –
KCM
3056
Kathmere Capital Management
Pennsylvania
$413K +$130K +220 +46%
LK
3057
Lumbard & Kellner
New Hampshire
$412K -$39.4K -67 -9%
SPI
3058
Sutton Place Investors
New York
$412K -$4.12K -7 -1%
ACM
3059
Alpha Capital Management
Texas
$412K +$7.07K +12 +2%
CFS
3060
CGC Financial Services
Oregon
$411K -$46.5K -79 -10%
FWM
3061
FLP Wealth Management
Arkansas
$410K +$410K +697 New
BCM
3062
BluePath Capital Management
Georgia
$410K +$19.3K +33 +5%
CGH
3063
Crossmark Global Holdings
Texas
$410K – – –
NAMM
3064
NorthStar Asset Management (Massachusetts)
Massachusetts
$410K – – –
Legacy Financial Group (Iowa)
3065
Legacy Financial Group (Iowa)
Iowa
$409K +$409K +695 New
KWM
3066
Kiker Wealth Management
Georgia
$409K +$409K +695 New
IWP
3067
Insight Wealth Partners
Texas
$409K – – –
CPWM
3068
Cypress Point Wealth Management
Texas
$409K – – –
DK
3069
David Kennon
Florida
$408K – – –
EGA
3070
Eagle Global Advisors
Texas
$407K +$70.6K +120 +21%
CSA
3071
Cornerstone Select Advisors
Missouri
$406K +$406K +690 New
NPAN
3072
Northeast Planning Associates NH
New Hampshire
$406K +$406K +690 New
AGP
3073
Aspire Growth Partners
Florida
$404K +$404K +687 New
MSS
3074
Mitchell Sinkler & Starr
Pennsylvania
$404K – – –
WA
3075
Wambolt & Associates
Colorado
$404K -$139K -236 -26%
121 122
123
124 125