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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 %
RDFA
401
Ritter Daniher Financial Advisory
Ohio
$79.5M +$3.41M +5,797 +4%
PA
402
Pinnacle Associates
New York
$79.4M +$7.12M +12,096 +10%
MCM
403
MV Capital Management
Maryland
$79.3M -$335K -569 -0.4%
ANTB
404
AMG National Trust Bank
Colorado
$78.8M +$771K +1,309 +1%
KA
405
Kovack Advisors
Florida
$78.4M +$7.73M +13,137 +11%
FBB
406
Fulton Breakefield Broenniman
Maryland
$78.3M +$1.15M +1,954 +1%
GRP
407
Global Retirement Partners
California
$78.2M +$3.2M +5,435 +4%
ACM
408
Arcataur Capital Management
Wisconsin
$78.2M -$1.31M -2,231 -2%
RIA
409
Regal Investment Advisors
Michigan
$77.6M -$2.01M -3,413 -3%
AFS
410
Amtrust Financial Services
New York
$77.6M – – –
AA
411
ALPS Advisors
Colorado
$77.4M -$15.9M -27,069 -17%
PCG
412
Prosperity Consulting Group
Maryland
$76.9M +$2.79M +4,744 +4%
SFS
413
Summit Financial Strategies
Ohio
$76.6M +$1.44M +2,453 +2%
CS
414
Cisco Systems
California
$76.5M -$17.7M -30,000 -19%
LNB
415
Ledyard National Bank
$76.3M +$3.41M +5,785 +5%
CIM
416
CIM Investment Management
Pennsylvania
$76.2M +$2.13M +3,613 +3%
DIP
417
DT Investment Partners
Pennsylvania
$76.1M +$9.05M +15,376 +13%
BTD
418
BankPlus Trust Department
Mississippi
$76.1M +$76.1M +129,279 New
AI
419
Accredited Investors
Minnesota
$76M -$233K -395 -0.3%
EB
420
Eastern Bank
Massachusetts
$75.9M +$5.04M +8,566 +7%
Pictet Asset Management
421
Pictet Asset Management
Switzerland
$75.8M +$75.8M +128,792 New
APCM
422
Alaska Permanent Capital Management
Alaska
$75.5M +$3.11M +5,283 +4%
GPW
423
Gray Private Wealth
Massachusetts
$74.5M -$1.13M -1,920 -1%
GT
424
Glenmede Trust
Pennsylvania
$73.7M -$25M -42,498 -25%
Deutsche Bank
425
Deutsche Bank
Germany
$73.4M -$3.2M -5,438 -4%
15 16
17
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