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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 %
BMM
751
Buffington Mohr McNeal
Idaho
$30.7M +$1.68M +2,847 +6%
S
752
SignatureFD
Georgia
$30.7M -$85.4K -145 -0.3%
Balyasny Asset Management
753
Balyasny Asset Management
Illinois
$30.6M +$30.6M +52,023 New
BFS
754
BridgePort Financial Solutions
Iowa
$30.5M +$30.5M +51,934 New
ALA
755
Atlas Legacy Advisors
California
$30.4M +$30.4M +51,670 New
MWM
756
Meridian Wealth Management
Kentucky
$30.4M +$2.58M +4,391 +9%
GS
757
GTS Securities
New York
$30.4M +$23.5M +39,988 +344%
ZRP
758
Zynergy Retirement Planning
New Jersey
$30.4M – – –
SXL
759
Summit X LLC
Missouri
$30.3M -$6.64M -11,279 -18%
CWM
760
Campbell Wealth Management
Virginia
$30.3M +$90.1K +153 +0.3%
DW
761
Durante & Waters
New York
$30.2M +$5.41M +9,182 +22%
RFO
762
RiverGlades Family Offices
Florida
$30.2M -$27.7K -47 -0.1%
ANC
763
Ames National Corp
Iowa
$30.2M +$30.2M +51,324 New
CT
764
Coastline Trust
Rhode Island
$30.2M +$550K +934 +2%
KWS
765
Keystone Wealth Services
California
$30.1M -$3.19M -5,421 -10%
BA
766
Ballew Advisors
Mississippi
$30M +$442K +757 +1%
DWM
767
Drive Wealth Management
Utah
$29.9M -$4.7M -7,976 -14%
CWP
768
Corepath Wealth Partners
Arizona
$29.8M +$396K +677 +1%
GCA
769
Gradient Capital Advisors
California
$29.7M +$120K +204 +0.4%
AG
770
AlTi Global
New York
$29.5M -$530K -901 -2%
FNBOH
771
First National Bank of Hutchinson
Kansas
$29.4M -$549K -932 -2%
SL
772
Sentinus LLC
Illinois
$29.4M -$3.7M -6,279 -11%
ERWM
773
Elk River Wealth Management
Colorado
$29.4M -$582K -989 -2%
CFP
774
Cascade Financial Partners
California
$29.4M -$861K -1,462 -3%
DAS
775
Dynamic Advisor Solutions
Arizona
$29.4M -$45.2M -76,821 -61%
29 30
31
32 33