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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 %
DWM
426
Destination Wealth Management
California
$73.2M -$2.36M -4,014 -3%
HI
427
Hudock Inc
Pennsylvania
$73.2M -$512K -870 -0.7%
CWM
428
Cahill Wealth Management
Michigan
$73.2M +$407K +692 +0.6%
CRC
429
Curi RMB Capital
Illinois
$73.2M -$6.62M -11,243 -8%
SC
430
Savant Capital
Illinois
$72.9M +$23M +39,099 +46%
AF
431
Allworth Financial
California
$72.9M +$16.6M +27,256 +30%
1832 Asset Management
432
1832 Asset Management
Ontario, Canada
$72.7M +$3.69M +6,263 +5%
CAG
433
Crestwood Advisors Group
Massachusetts
$72.5M +$8.92M +15,147 +14%
WA
434
Wealth Architects
California
$72.4M -$841K -1,428 -1%
FA
435
Fiducient Advisors
Illinois
$72.2M -$9.13M -15,511 -11%
ACM
436
Advisors Capital Management
New Jersey
$72M +$8.01M +13,604 +13%
BF
437
BOK Financial
Oklahoma
$71.8M +$1.28M +2,200 +2%
NEPPG
438
New England Professional Planning Group
Rhode Island
$71.7M -$296K -502 -0.4%
CC
439
Courier Capital
New York
$71.5M -$15.2M -25,830 -18%
CSWG
440
Cardinal Strategic Wealth Guidance
Kentucky
$71.2M -$2.28M -3,880 -3%
SQA
441
Simon Quick Advisors
New Jersey
$71.1M +$5.55M +9,434 +8%
IC
442
IEQ Capital
California
$70.6M +$2.04M +3,468 +3%
BRWA
443
B. Riley Wealth Advisors
Florida
$70.5M -$50.4M -85,654 -42%
SIG
444
Stonegate Investment Group
Alabama
$70.2M +$4.01M +6,817 +6%
BL
445
Balentine LLC
Georgia
$69.9M +$1.29M +2,195 +2%
BAAM
446
Baker Avenue Asset Management
California
$69.9M +$5.72M +9,709 +9%
BFPW
447
BOK Financial Private Wealth
Colorado
$69.8M -$1.55M -2,641 -2%
LPAM
448
Lodestar Private Asset Management
California
$69.7M +$2.1M +3,569 +3%
CA
449
Centerpoint Advisors
Massachusetts
$69.6M -$1.93M -3,271 -3%
HFA
450
High Falls Advisors
New York
$69.1M -$2.34M -3,967 -3%
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