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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 %
BFM
826
Boston Financial Management
Massachusetts
$26.1M -$225K -383 -0.9%
SVWG
827
Shared Vision Wealth Group
United States
$26.1M -$138K -235 -0.5%
RWIA
828
Roger Wittlin Investment Advisory
California
$26.1M +$1.47M +2,503 +6%
BIS
829
BG Investment Services
Guam
$26M +$26M +44,202 New
BHWM
830
Bay Harbor Wealth Management
Maryland
$26M +$651K +1,106 +3%
PCM
831
Pennsylvania Capital Management
Pennsylvania
$26M +$1.77M +3,010 +7%
VFG
832
Valley Financial Group
Pennsylvania
$25.9M +$618K +1,050 +2%
DT
833
Diversified Trust
Tennessee
$25.9M -$426K -723 -2%
MTC
834
Matrix Trust Company
Colorado
$25.8M -$58.9K -100 -0.2%
GF
835
Gimbal Financial
Indiana
$25.8M +$602K +1,022 +2%
OMC
836
Old Mission Capital
Illinois
$25.8M +$25.8M +43,783 New
BWS
837
Buck Wealth Strategies
Colorado
$25.7M +$10.4M +17,642 +68%
FDP
838
Financiere des Professionnels
Quebec, Canada
$25.6M +$7.48M +12,700 +41%
MNBTD
839
Moody National Bank Trust Division
Texas
$25.6M -$493K -837 -2%
SWMG
840
Sanchez Wealth Management Group
Florida
$25.5M +$1.42M +2,408 +6%
FPW
841
Flagship Private Wealth
Massachusetts
$25.4M +$2.27M +3,862 +10%
ACA
842
Aptus Capital Advisors
Alabama
$25.4M +$13.8M +23,375 +119%
RBWA
843
RFG - Bristol Wealth Advisors
Massachusetts
$25.3M +$25.3M +43,043 New
FA
844
Fountainhead AM
New Jersey
$25.3M -$393K -668 -2%
AGC
845
Aspen Grove Capital
Colorado
$25.3M -$977K -1,659 -4%
FB
846
Fulton Bank
Pennsylvania
$25.2M +$3.4M +5,773 +16%
AWA
847
Adapt Wealth Advisors
Georgia
$25.2M +$119K +202 +0.5%
CIAS
848
CFS Investment Advisory Services
New Jersey
$25.1M -$21.7M -36,874 -46%
PCP
849
Panoramic Capital Partners
Oregon
$24.9M +$24.9M +42,338 New
LKWM
850
Lee-Kelleher Wealth Management
Maryland
$24.8M +$24.8M +42,201 New
32 33
34
35 36