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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 %
DZ Bank
651
DZ Bank
Germany
$39.1M -$896K -1,522 -2%
AFP
652
Alpha Financial Partners
Kentucky
$38.9M +$36.6M +62,107 +1,532%
IWMA
653
Ironwood Wealth Management (Arizona)
Arizona
$38.9M -$2.17M -3,681 -5%
RCAG
654
Rehmann Capital Advisory Group
Michigan
$38.8M +$1.57M +2,673 +4%
MM
655
Meridian Management
Arkansas
$38.5M -$1.75M -2,966 -4%
SC
656
Schoolcraft Capital
Colorado
$38.5M -$1.51M -2,562 -4%
CA
657
CSM Advisors
Pennsylvania
$38.4M +$12M +20,457 +46%
HWAM
658
Hennion & Walsh Asset Management
New Jersey
$38.3M +$517K +878 +1%
DWT
659
Dorsey & Whitney Trust
South Dakota
$38M +$1.54M +2,614 +4%
ECG
660
Edge Capital Group
Georgia
$38M +$777K +1,320 +2%
SRC
661
Shufro Rose & Co
New York
$37.7M +$17.8M +30,298 +90%
PGA
662
Portland Global Advisors
Maine
$37.7M -$152K -258 -0.4%
FHC
663
Fort Henry Capital
West Virginia
$37.5M -$2.1M -3,562 -5%
SA
664
Sovran Advisors
California
$37.5M +$37.5M +64,068 New
WTB
665
Washington Trust Bank
Washington
$37.4M +$3.53K +6 +0%
AF
666
Advisornet Financial
Minnesota
$37.3M +$2.56M +4,344 +7%
SFMG
667
Sage Financial Management Group
Virginia
$37.2M +$4.71M +8,009 +15%
IWM
668
IHT Wealth Management
Illinois
$37.1M -$10.1M -17,104 -21%
MFC
669
Morris Financial Concepts
South Carolina
$37.1M +$44.7K +76 +0.1%
EW
670
Enzi Wealth
Texas
$37M -$279K -458 -0.7%
FA
671
Fermata Advisors
California
$37M +$847K +1,438 +2%
UFF
672
USA Financial Formulas
Michigan
$36.7M +$659K +1,120 +2%
CQWA
673
Chokshi & Queen Wealth Advisors
California
$36.7M +$36.7M +62,264 New
Victory Capital Management
674
Victory Capital Management
Texas
$36.6M +$18.5M +31,380 +102%
TGCMU
675
Titan Global Capital Management USA
New York
$36.4M +$3.48M +5,913 +11%
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