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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 %
SAM
726
Securian Asset Management
Minnesota
$32.7M – – –
CFP
727
Cypress Financial Planning
New Jersey
$32.6M -$571K -970 -2%
VFPW
728
Vantage Financial Partners (Wisconsin)
Wisconsin
$32.6M +$962K +1,634 +3%
VCP
729
Verus Capital Partners
Arizona
$32.4M -$3.61M -6,124 -10%
KCM
730
Kanawha Capital Management
Virginia
$32.4M -$279K -474 -0.9%
GAB
731
German American Bancorp
Indiana
$32.3M +$828K +1,407 +3%
DCM
732
Disciplina Capital Management
Tennessee
$31.9M -$24.1K -41 -0.1%
DJYG
733
David J. Yvars Group
Florida
$31.7M +$193K +327 +0.6%
SP
734
SWS Partners
Ohio
$31.6M +$3.5M +5,939 +12%
OGF
735
Orin Green Financial
California
$31.5M -$31.4M -54,423 Closed
PFM
736
Patton Fund Management
Texas
$31.5M +$31.5M +53,535 New
PPW
737
PACK Private Wealth
Minnesota
$31.5M -$905K -1,538 -3%
MFS
738
Madrona Financial Services
Washington
$31.3M +$4.26M +7,232 +16%
RA
739
RFG Advisory
Alabama
$31.2M -$1.2M -2,032 -4%
SW
740
Simplicity Wealth
New Jersey
$31.2M -$15.7M -26,649 -33%
BFP
741
Beacon Financial Planning
Massachusetts
$31.2M -$525K -892 -2%
CWA
742
Continuum Wealth Advisors
New York
$31.1M +$1.82M +3,099 +6%
ICMM
743
Integrated Capital Management (Michigan)
Michigan
$31.1M +$602K +1,022 +2%
MC
744
Middleton & Co
Massachusetts
$31M +$20K +34 +0.1%
Natixis Advisors
745
Natixis Advisors
Massachusetts
$30.9M +$10.5M +17,794 +51%
AFS
746
Axiom Financial Strategies
Indiana
$30.9M +$496K +842 +2%
LPFG
747
Landing Point Financial Group
Ohio
$30.8M +$30.8M +50,848 New
WWA
748
WCG Wealth Advisors
Nevada
$30.8M +$443K +753 +1%
NL
749
NWAM LLC
Washington
$30.8M -$15.6M -26,521 -34%
OCBCO
750
Oversea-Chinese Banking Corp (OCBC)
Singapore
$30.7M +$4.24M +7,195 +16%
28 29
30
31 32