IVV icon

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 %
GC
851
Guggenheim Capital
Illinois
$24.8M +$24.8M +42,150 New
AIA
852
Armor Investment Advisors
North Carolina
$24.8M +$1.65M +2,806 +7%
CWM
853
Congress Wealth Management
Massachusetts
$24.8M +$12.7M +21,644 +106%
USCWA
854
U.S. Capital Wealth Advisors
Texas
$24.8M +$1.32M +2,248 +6%
CIBC Asset Management
855
CIBC Asset Management
Ontario, Canada
$24.5M – – –
ML
856
McAdam LLC
Pennsylvania
$24.5M +$500K +849 +2%
TIAAOA
857
Teachers Insurance & Annuity Association of America
New York
$24.4M -$751K -1,276 -3%
IWP
858
IAG Wealth Partners
Wisconsin
$24.3M -$706K -1,199 -3%
JFG
859
JMG Financial Group
Illinois
$24.3M +$36.5K +62 +0.2%
WAP
860
Wealthcare Advisory Partners
Pennsylvania
$24.2M -$1.38M -2,352 -5%
PPWM
861
PFG Private Wealth Management
Florida
$24.2M +$2.31M +3,930 +11%
BHIA
862
Birch Hill Investment Advisors
Massachusetts
$24.1M -$2.91M -4,941 -11%
CAM
863
Cobblestone Asset Management
Virginia
$24M -$1.11M -1,893 -4%
WWM
864
Waterway Wealth Management
Texas
$23.9M +$1.66M +2,820 +7%
EL
865
EQ LLC
Washington
$23.5M +$427K +726 +2%
GKWIM
866
Gerber Kawasaki Wealth & Investment Management
California
$23.5M +$1.66M +2,813 +8%
NGA
867
Naples Global Advisors
Florida
$23.4M +$2.33M +3,964 +11%
BJL
868
Brighton Jones LLC
Washington
$23.4M -$993K -1,687 -4%
RWMH
869
Riverpoint Wealth Management Holdings
Illinois
$23.3M -$204K -346 -0.9%
State of Wisconsin Investment Board
870
State of Wisconsin Investment Board
Wisconsin
$23.3M +$23.3M +39,610 New
WDG
871
Wealth Dimensions Group
Ohio
$23.2M -$333K -566 -1%
SS
872
SBI Securities
Japan
$23.1M +$23.1M +39,244 New
PFA
873
Pure Financial Advisors
California
$23.1M +$1.09M +1,852 +5%
NRW
874
Nova R Wealth
Kansas
$23M -$633K -1,075 -3%
SCP
875
Stevens Capital Partners
Nebraska
$23M +$181K +308 +0.8%
33 34
35
36 37