IVV icon

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 %
NCM
3076
Neumann Capital Management
California
$403K – – –
NG
3077
NWK Group
California
$403K – – –
SFG
3078
Synergy Financial Group
California
$403K +$30K +51 +8%
HFA
3079
Highland Financial Advisors
New Jersey
$403K +$73.6K +125 +22%
FCM
3080
Fogel Capital Management
Florida
$402K +$10K +17 +3%
LIA
3081
Lynx Investment Advisory
District of Columbia
$401K +$4.71K +8 +1%
CPA
3082
Compass Planning Associates
Massachusetts
$401K +$401K +681 New
RIP
3083
Reliant Investment Partners
North Carolina
$400K +$400K +679 New
DB
3084
Dravo Bay
Delaware
$398K +$398K +676 New
CHC
3085
City Holding Co
West Virginia
$398K -$15.9K -27 -4%
BCA
3086
Ballentine Capital Advisors
South Carolina
$397K -$1.77K -3 -0.4%
SRA
3087
Secured Retirement Advisors
Minnesota
$395K – – –
DFA
3088
Delta Financial Advisors
Louisiana
$393K -$201K -341 -34%
SAM
3089
Seelaus Asset Management
New Jersey
$391K – – –
GAA
3090
Global Assets Advisory
Florida
$391K -$395K -672 -50%
RMCM
3091
Reynders McVeigh Capital Management
Massachusetts
$391K +$40K +68 +11%
AIA
3092
Allied Investment Advisors
Montana
$390K -$13.5K -23 -3%
TIM
3093
Total Investment Management
Arizona
$388K +$388K +659 New
FSA
3094
Financial Sense Advisors
California
$387K -$44.2K -75 -10%
ACA
3095
American Capital Advisory
Idaho
$387K +$17.7K +30 +5%
AIFS
3096
A&I Financial Services
Colorado
$387K +$387K +657 New
PC
3097
Promus Capital
Illinois
$386K +$386K +655 New
WIC
3098
Wilkins Investment Counsel
Massachusetts
$383K – – –
HP
3099
Hilltop Partners
Indiana
$382K +$382K +649 New
IC
3100
Innealta Capital
Texas
$381K – – –
122 123
124
125 126