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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 %
Daiwa Securities Group
376
Daiwa Securities Group
Japan
$86.2M -$117M -199,125 -58%
UW
377
Unique Wealth
Florida
$85.8M -$7.42M -12,596 -8%
CIBC World Market
378
CIBC World Market
Ontario, Canada
$85.1M -$25.9M -43,953 -23%
KIM
379
Karpus Investment Management
New York
$84.9M -$3.69M -6,265 -4%
QC
380
Qalhat Capital
British Virgin Islands
$84.7M – – –
RCA
381
Resonant Capital Advisors
Wisconsin
$84.4M +$1.59M +2,695 +2%
JF
382
Jump Financial
Illinois
$84.2M +$84.2M +143,081 New
GWM
383
Geneos Wealth Management
Colorado
$84.2M +$2.52M +4,289 +3%
II
384
Ironclad Investments
Florida
$83.7M -$930K -1,580 -1%
CMF
385
Counterpoint Mutual Funds
California
$83.5M +$83.5M +141,851 New
HNB
386
Huntington National Bank
Ohio
$83.3M -$79.6M – –
CTB
387
Country Trust Bank
Illinois
$83.1M +$3.74M +6,359 +5%
ONB
388
Old National Bancorp
Indiana
$83.1M -$3.39M -5,751 -4%
OBWG
389
Onyx Bridge Wealth Group
New York
$83M +$4.63M +7,857 +6%
JF
390
JSF Financial
California
$82.8M -$433K -735 -0.5%
SW
391
SVB Wealth
Massachusetts
$82.3M +$81.9M +139,111 +18,927%
PP
392
PDS Planning
Ohio
$82.3M +$1.77M +3,003 +2%
SWC
393
Spectrum Wealth Counsel
Indiana
$82.2M -$7.08M -12,020 -8%
MMA
394
Mizuho Markets Americas
New York
$82M +$11.1M +18,819 +16%
SW
395
SteelPeak Wealth
California
$81.9M +$4.03M +6,839 +5%
PS
396
Principal Securities
Iowa
$81.9M -$22.2M -37,783 -21%
DP
397
Divergent Planning
Maryland
$80.5M +$1.19M +2,046 +2%
RCM
398
Requisite Capital Management
Texas
$80.2M -$5.25M -8,911 -6%
PWA
399
Physician Wealth Advisors
Utah
$79.5M -$2.05M -3,485 -3%
PRA
400
Pine Ridge Advisers
New York
$79.5M +$43.6K +74 +0.1%
14 15
16
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