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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 %
RA
601
Riverstone Advisors
Texas
$44.8M +$547K +929 +1%
PFGIA
602
Patriot Financial Group Insurance Agency
Massachusetts
$44.8M +$105K +178 +0.2%
ACGA
603
Atlanta Consulting Group Advisors
Georgia
$44.8M -$16.3M -27,686 -27%
AWM
604
AAF Wealth Management
Massachusetts
$44.6M +$837K +1,422 +2%
RPC
605
Rossmore Private Capital
Connecticut
$44.5M +$2.01M +3,413 +5%
BWP
606
Bernardo Wealth Planning
Pennsylvania
$44.3M +$1.88M +3,217 +4%
LWM
607
Latko Wealth Management
Illinois
$44.2M +$402K +683 +0.9%
FG
608
Foster Group
Iowa
$43.9M +$2.77M +4,709 +7%
MA
609
MCF Advisors
Kentucky
$43.1M -$725K -1,232 -2%
MFA
610
Mayflower Financial Advisors
Massachusetts
$42.9M -$3.91M -6,649 -8%
FCP
611
Fidelis Capital Partners
Florida
$42.7M +$3.95M +6,578 +10%
LLWM
612
Life Line Wealth Management
California
$42.5M +$426K +724 +1%
GSWM
613
Greenup Street Wealth Management
Michigan
$42.4M +$9.77M +16,592 +30%
OAP
614
One Advisory Partners
Kansas
$42.4M -$1.12M -1,897 -3%
PAS
615
PKS Advisory Services
New York
$42.3M +$42.3M +71,896 New
CFGS
616
Concourse Financial Group Securities
Alabama
$42.3M +$397K +651 +0.9%
JWA
617
JFS Wealth Advisors
Pennsylvania
$42.2M +$1.09M +1,853 +3%
CP
618
Capital Planning
Washington
$42.2M +$47.1K +80 +0.1%
CL
619
CLG LLC
California
$42.1M +$42.1M +71,447 New
FTS
620
Fifth Third Securities
Ohio
$42M -$60.6K -103 -0.1%
1WM
621
1900 Wealth Management
Texas
$42M -$1.53M -2,596 -4%
B
622
Bailard
California
$41.6M -$227K -386 -0.5%
FFA
623
Fi3 Financial Advisors
Indiana
$41.6M -$357K -606 -0.9%
PFA
624
Pettinga Financial Advisors
Indiana
$41.4M -$913K -1,551 -2%
LCOV
625
London Company of Virginia
Virginia
$41.4M +$31.5M +53,431 +317%
23 24
25
26 27