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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 %
EWA
701
Exencial Wealth Advisors
Oklahoma
$34.3M +$266K +452 +0.8%
BHB
702
Bank Hapoalim BM
Israel
$34.2M – – –
VA
703
Valmark Advisers
Ohio
$34.2M +$762K +1,294 +2%
BWM
704
BankPlus Wealth Management
Mississippi
$34.2M +$34.2M +58,045 New
CFFNO
705
Common Fund For Nonprofit Organizations
Connecticut
$34M +$122K +208 +0.4%
AFG
706
Arkansas Financial Group
Arkansas
$34M +$671K +1,139 +2%
CTA
707
Camelot Technology Advisors
California
$33.9M +$938K +1,593 +3%
WCM
708
Windsor Capital Management
Arizona
$33.8M -$130K -221 -0.4%
BFS
709
Bare Financial Services
Pennsylvania
$33.8M +$593K +1,008 +2%
CPIG
710
Chicago Partners Investment Group
Illinois
$33.7M +$729K +1,231 +2%
PMWMG
711
Parr McKnight Wealth Management Group
Minnesota
$33.7M +$33.7M +57,259 New
NCM
712
Next Capital Management
New York
$33.7M +$98.3K +167 +0.3%
CW
713
CreativeOne Wealth
Kansas
$33.7M +$977K +1,660 +3%
BFG
714
Beacon Financial Group
Texas
$33.5M +$894K +1,519 +3%
LF
715
Lantz Financial
Illinois
$33.4M -$273K -464 -0.8%
SFG
716
Somnio Financial Group
Connecticut
$33.4M +$798K +1,355 +2%
CCFM
717
Clear Creek Financial Management
Washington
$33.4M -$7.38M -12,529 -18%
SFG
718
Snider Financial Group
Washington
$33.4M -$1.4M -2,378 -4%
SSCM
719
Spectrum Strategic Capital Management
Oregon
$33.3M +$10.6M +18,077 +47%
SWM
720
SigFig Wealth Management
California
$33.2M -$9.88M -16,723 -23%
SIM
721
Stratos Investment Management
Ohio
$33M +$12.9M +21,916 +64%
GCA
722
Greenwood Capital Associates
South Carolina
$32.9M +$4.93M +8,379 +18%
WC
723
Waterloo Capital
Texas
$32.9M +$25.3K +43 +0.1%
UFA
724
US Financial Advisors
Massachusetts
$32.8M +$806K +1,369 +3%
AWM
725
Avondale Wealth Management
Texas
$32.7M -$1.27M -2,150 -4%
27 28
29
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