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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 %
SCA
326
St. Clair Advisors
Ohio
$112M +$950K +1,614 +0.9%
BP
327
BBR Partners
New York
$111M +$2.39M +4,060 +2%
FFN
328
Focus Financial Network
Minnesota
$111M -$4.16M -7,062 -4%
VFA
329
Valeo Financial Advisors
Indiana
$110M +$2.66M +4,524 +2%
CWA
330
Core Wealth Advisors
Florida
$108M -$128K -217 -0.1%
MCWS
331
McKinley Carter Wealth Services
West Virginia
$108M +$1.96M +3,321 +2%
CNHF
332
Conrad N. Hilton Foundation
California
$106M – – –
CA
333
Crewe Advisors
Utah
$106M +$9.47M +16,080 +10%
FAC
334
Financial Advisory Corporation
Michigan
$106M +$106M +179,983 New
HWM
335
HB Wealth Management
Georgia
$106M +$380K +646 +0.4%
FWCM
336
Ferguson Wellman Capital Management
Oregon
$106M +$3.88M +6,592 +4%
BBVA
337
Banco Bilbao Vizcaya Argentaria
Spain
$106M +$12.9M +21,704 +14%
BWP
338
BSW Wealth Partners
Colorado
$104M +$785K +1,334 +0.8%
VFIC
339
Valley Forge Investment Consultants
Pennsylvania
$104M +$1.05M +1,779 +1%
DADC
340
D.A. Davidson & Co
Montana
$103M -$379K -643 -0.4%
ABTD
341
Arvest Bank Trust Division
Oklahoma
$102M -$2.06M -3,497 -2%
WA
342
Wilshire Advisors
California
$102M +$22.9M +38,818 +29%
IAN
343
Integrated Advisors Network
Texas
$101M -$1.51M -2,565 -1%
Mackenzie Financial
344
Mackenzie Financial
Ontario, Canada
$101M -$15.1M -25,610 -13%
SAM
345
Satovsky Asset Management
New York
$99.7M -$1.32M -2,253 -1%
FCFC
346
First Commonwealth Financial Corp
Pennsylvania
$98.6M -$958K -1,628 -1%
NCM
347
Narwhal Capital Management
Georgia
$98.6M +$7.07M +12,007 +8%
SG
348
StoneX Group
New York
$98.3M +$98.3M +166,982 New
VIA
349
Vantagepoint Investment Advisers
District of Columbia
$98.3M -$125M -213,040 -56%
FCBT
350
First Citizens Bank & Trust
North Carolina
$98.1M +$26.6M +45,147 +37%
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