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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 %
PGFC
626
Peapack-Gladstone Financial Corp
New Jersey
$41.3M +$3.89M +6,601 +10%
KCM
627
Kaye Capital Management
California
$41.2M -$265K -451 -0.6%
WS
628
Wedbush Securities
California
$41.1M +$1.2M +2,037 +3%
AC
629
Asio Capital
Kentucky
$40.9M +$1.55M +2,635 +4%
NL
630
NDWM LLC
California
$40.8M -$403K -685 -1%
MYIA
631
Mount Yale Investment Advisors
Colorado
$40.8M +$4.38M +7,438 +12%
AAMA
632
Advanced Asset Management Advisors
Ohio
$40.7M – – –
WHG
633
Westwood Holdings Group
Texas
$40.7M +$28.2M +47,941 +226%
WFAG
634
Wescott Financial Advisory Group
Pennsylvania
$40.7M +$1.19M +2,018 +3%
KFS
635
Kelly Financial Services
Massachusetts
$40.6M -$1.41M -2,393 -3%
ATC
636
Argent Trust Co
Tennessee
$40.6M -$1.41M -2,387 -3%
SSF
637
Southern Style Financial
California
$40.5M +$40.5M +68,779 New
C
638
Certuity
Florida
$40.3M +$15M +25,480 +59%
SCA
639
Stonebridge Capital Advisors
Minnesota
$40.3M +$218K +370 +0.5%
CA
640
Cornerstone Advisory
Maryland
$40.3M -$754K -1,231 -2%
EWM
641
Evercore Wealth Management
New York
$40.2M -$215K -365 -0.5%
CIA
642
Capital Investment Advisors
Georgia
$40.1M +$4M +6,798 +11%
SF
643
Summit Financial
New Jersey
$40M +$4.91M +8,347 +14%
FFBTD
644
First Financial Bank - Trust Division
Ohio
$39.9M +$2.3M +3,905 +6%
CTA
645
Colonial Trust Advisors
South Carolina
$39.8M +$519K +881 +1%
SWA
646
Serenus Wealth Advisors
California
$39.7M +$39.7M +104,049 New
ACP
647
Aveo Capital Partners
Colorado
$39.5M -$555K -943 -1%
PVAMC
648
PPS&V Asset Management Consultants
Michigan
$39.5M -$565K -959 -1%
HNW
649
High Note Wealth
Minnesota
$39.2M +$6.49M +11,031 +20%
PFS
650
Prospera Financial Services
Texas
$39.2M +$4.57M +7,758 +13%
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