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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 %
CI
526
CX Institutional
Indiana
$54.8M +$405K +688 +0.7%
BFA
527
Beaumont Financial Advisors
Massachusetts
$54.7M -$815K -1,384 -1%
HCMT
528
Highland Capital Management (Tennessee)
Tennessee
$54.7M -$755K -1,282 -1%
BOS
529
Bank of Stockton
California
$54.6M -$388K -659 -0.7%
CCG
530
Cypress Capital Group
Florida
$54.4M +$1.83M +3,112 +3%
GSWM
531
Golden State Wealth Management
California
$54M +$54M +91,683 New
RFP
532
Roth Financial Partners
Texas
$53.8M +$2.34M +3,968 +5%
FCI
533
Financial Counselors Inc
Kansas
$53.6M +$2.74M +4,658 +5%
MG
534
Mather Group
Illinois
$53.6M -$935K -1,589 -2%
I
535
INVST
Indiana
$53.6M -$22.6M -38,310 -30%
KPWS
536
Kestra Private Wealth Services
Texas
$53.5M +$4.32M +7,332 +9%
Citadel Advisors
537
Citadel Advisors
Florida
$53.2M +$15.2M +25,902 +40%
IA
538
IFS Advisors
Kansas
$53.1M -$1.16M -1,974 -2%
ACA
539
Affinity Capital Advisors
California
$53M +$3.46M +5,850 +7%
DE
540
Diversified Enterprises
Delaware
$53M +$1.38M +2,336 +3%
BA
541
Bristlecone Advisors
Washington
$52.8M +$749K +1,272 +1%
CCWA
542
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$52.8M -$336K -571 -0.6%
ST
543
Smithfield Trust
Pennsylvania
$52.7M -$1.65M -2,803 -3%
DSA
544
Droms Strauss Advisors
Missouri
$52.7M -$1.24M -2,103 -2%
EA
545
Enclave Advisors
Texas
$52.5M +$105K +178 +0.2%
VWA
546
Visionary Wealth Advisors
Illinois
$52.3M -$505K -858 -1%
WA
547
Waterford Advisors
New York
$50.7M +$2.1M +3,568 +4%
EWA
548
EP Wealth Advisors
California
$50.7M -$10.7M -18,115 -17%
HH
549
HWG Holdings
Texas
$50.5M -$5.33M -9,046 -10%
CFC
550
Coyle Financial Counsel
Illinois
$50.5M +$5.89M +10,009 +13%
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