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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 %
FPCP
776
Fort Point Capital Partners
California
$29.3M +$1.76M +2,984 +6%
AA
777
ACT Advisors
North Carolina
$29.3M +$2.04M +3,468 +7%
SSWM
778
Sheets Smith Wealth Management
North Carolina
$29.2M -$2.63M -4,464 -8%
KFA
779
Kapstone Financial Advisors
Ohio
$29.1M +$3.11M +5,143 +12%
RWA
780
River Wealth Advisors
Pennsylvania
$28.9M +$73.6K +125 +0.3%
BIAS
781
Beacon Investment Advisory Services
New Jersey
$28.7M -$5.67M -9,628 -16%
UOWF
782
University of Wisconsin Foundation
Wisconsin
$28.7M -$4.9M -8,328 -15%
CAAM
783
Cornerstone Advisors Asset Management
Pennsylvania
$28.6M -$34.1K -58 -0.1%
CFGF
784
Compass Financial Group (Florida)
Florida
$28.6M -$1.25M -2,127 -4%
TF
785
Trek Financial
Arizona
$28.5M +$110K +187 +0.4%
AFW
786
Atlantic Family Wealth
Florida
$28.5M +$28.5M +48,362 New
EWM
787
Evermay Wealth Management
Virginia
$28.4M -$1.3M -2,216 -4%
FFO
788
Fortitude Family Office
Arizona
$28.4M +$3.03M +5,144 +12%
CG
789
Cynosure Group
Utah
$28.4M +$272K +462 +1%
OCM
790
One Capital Management
California
$28.4M -$296K -502 -1%
CC
791
Cadinha & Co
Hawaii
$28.1M +$4.56M +7,742 +19%
VC
792
Vestor Capital
Illinois
$28M +$104K +177 +0.4%
VFP
793
Verus Financial Partners
Virginia
$28M -$571K -979 -2%
SCA
794
Sandy Cove Advisors
Massachusetts
$28M +$30.6K +52 +0.1%
VWM
795
Vivid Wealth Management
Iowa
$27.9M -$232K -394 -0.8%
SC
796
Syon Capital
California
$27.8M +$2.1M +3,561 +8%
BEI
797
Benjamin Edwards Inc
Missouri
$27.7M +$261K +442 +0.9%
CNBOF
798
City National Bank of Florida
Florida
$27.7M +$27.7M +47,081 New
SFFS
799
Stonehage Fleming Financial Services
Jersey
$27.7M +$5.36M +9,101 +24%
IA
800
IFP Advisors
Florida
$27.6M -$2M -3,395 -7%
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