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 %
EC
3226
Eaton-Cambridge
Arizona
$306K -$20.6K -35 -6%
FF
3227
Farnam Financial
Arizona
$305K -$37.1K -63 -11%
OPTFSNA
3228
Old Point Trust & Financial Services N A
Virginia
$304K +$304K +517 New
AMM
3229
American Money Management
California
$303K -$4.71K -8 -2%
ICM
3230
Intrepid Capital Management
Florida
$303K +$2.36K +4 +0.8%
MVA
3231
Mount Vernon Associates
Maryland
$302K -$122K -208 -29%
HHAA
3232
Henry H. Armstrong Associates
Pennsylvania
$301K -$259K -440 -46%
HAM
3233
Harmony Asset Management
Arizona
$301K -$57.1K -97 -16%
FA
3234
FSA Advisors
Michigan
$301K -$107K -181 -26%
KNFPWM
3235
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$300K +$1.18K +2 +0.4%
CI
3236
CPR Investments
Michigan
$300K +$300K +509 New
AWP
3237
Abacus Wealth Partners
California
$298K -$13K -22 -4%
WPW
3238
Warther Private Wealth
Ohio
$298K – – –
RMC
3239
Ring Mountain Capital
California
$298K +$298K +507 New
SCM
3240
Stonehearth Capital Management
Massachusetts
$298K – – –
BCG
3241
Bravias Capital Group
New Jersey
$297K +$297K +492 New
YCM
3242
Yousif Capital Management
Michigan
$297K – – –
KRW
3243
Kaufman Rossin Wealth
Florida
$297K +$297K +504 New
RSVP
3244
Ramsay Stattman Vela & Price
Colorado
$296K +$13.5K +23 +5%
EWS
3245
Evergreen Wealth Solutions
Pennsylvania
$296K +$56.5K +96 +24%
SC
3246
Schulhoff & Co
Ohio
$296K – – –
XWM
3247
Xcel Wealth Management
Florida
$295K +$8.84K +15 +3%
LB
3248
Legacy Bridge
Iowa
$294K – – –
BC
3249
Belmont Capital
California
$294K – – –
BWS
3250
Broadway Wealth Solutions
Texas
$294K +$294K +500 New
128 129
130
131 132