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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 %
CGA
476
Crescent Grove Advisors
Illinois
$62.8M -$1.61M -2,738 -3%
CPBTD
477
Central Pacific Bank - Trust Division
Hawaii
$62.7M +$5.5M +9,345 +10%
WSFS
478
Wilmington Savings Fund Society
Delaware
$62.5M +$2.26M +3,847 +4%
MWA
479
Meridian Wealth Advisors
Texas
$62.4M +$3.63M +6,163 +6%
SCA
480
Snowden Capital Advisors
New York
$62.3M -$4.58M -7,781 -7%
FWM
481
FFT Wealth Management
Pennsylvania
$62.1M +$2.15M +3,652 +4%
HA
482
Harfst & Associates
Wyoming
$62.1M -$569K -967 -0.9%
Arrowstreet Capital
483
Arrowstreet Capital
Massachusetts
$61.8M +$10.4M +17,607 +20%
BTI
484
Blue Trust Inc
Georgia
$61.8M -$13.3M -22,541 -18%
SA
485
Stewardship Advisors
Pennsylvania
$61.6M -$434K -737 -0.7%
KFP
486
KMG Fiduciary Partners
Ohio
$61.4M -$1.28M -2,179 -2%
FWM
487
Fairhaven Wealth Management
Illinois
$61M +$2.94K +5 +0%
MWM
488
Mascoma Wealth Management
New Hampshire
$60.9M -$736K -1,251 -1%
CI
489
Conning Inc
Connecticut
$60.9M -$1.01M -1,714 -2%
OFS
490
Orrstown Financial Services
Pennsylvania
$60.6M +$4.6M +7,806 +8%
NA
491
Nottingham Advisors
New York
$60.5M -$821K -1,394 -1%
GSAM
492
Grant Street Asset Management
Pennsylvania
$60.4M -$552K -937 -0.9%
CCB
493
Country Club Bank
Missouri
$60.3M +$953K +1,612 +2%
AAS
494
Ameritas Advisory Services
Nebraska
$60.1M +$32.8M +55,661 +120%
CPW
495
Crestmont Private Wealth
Texas
$60M +$835K +1,419 +1%
MHS
496
M Holdings Securities
Oregon
$60M +$60M +101,988 New
SHIM
497
Stone House Investment Management
Pennsylvania
$59.8M -$11.3M -19,172 -16%
KWM
498
Keebeck Wealth Management
Illinois
$59.7M -$2.22M -3,777 -4%
RA
499
Rational Advisors
New York
$59.6M +$5.76M +9,791 +11%
SHGA
500
Sand Hill Global Advisors
California
$59.5M +$205K +348 +0.3%
18 19
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