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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 %
VWWMG
876
Vermillion & White Wealth Management Group
Pennsylvania
$22.9M +$1.95M +3,312 +9%
CST
877
Charles Schwab Trust
Nevada
$22.8M -$1.61M -2,736 -7%
EFS
878
Essex Financial Services
Connecticut
$22.8M -$1.1M -1,877 -5%
NFG
879
Nadler Financial Group
Illinois
$22.7M +$396K +673 +2%
SC
880
Scotia Capital
Ontario, Canada
$22.7M -$7.04M -11,964 -24%
LA
881
Legacy Advisors
Pennsylvania
$22.7M -$2.34M -3,967 -9%
MWP
882
Moller Wealth Partners
$22.6M -$1.24M -2,101 -5%
OWA
883
One Wealth Advisors
California
$22.6M +$1.86M +3,164 +9%
SF
884
SWP Financial
California
$22.6M +$4.75M +8,072 +27%
SIAM
885
Sterling Investment Advisors (Missouri)
Missouri
$22.5M -$1.61M -2,735 -7%
BWM
886
Brown Wealth Management
Illinois
$22.5M +$638K +1,084 +3%
DAS
887
Diversify Advisory Services
Utah
$22.5M -$341K -585 -1%
HI
888
Human Investing
Oregon
$22.4M -$321K -546 -1%
EPM
889
Elm Partners Management
Pennsylvania
$22.4M -$237K -403 -1%
CAM
890
Creekmur Asset Management
Illinois
$22.4M -$502K -852 -2%
MA
891
Marquette Associates
Illinois
$22.3M +$67.7K +115 +0.3%
DPI
892
Diversified Portfolios Inc
Michigan
$22.3M -$70.1K -119 -0.3%
MCCA
893
Mill Creek Capital Advisors
Pennsylvania
$22.3M +$1.77K +3 +0%
VWA
894
VERITY Wealth Advisors
United States
$22.3M – – –
CFS
895
Commonwealth Financial Services
West Virginia
$22.3M -$3.06M -5,200 -12%
Luther King Capital Management (LKCM)
896
Luther King Capital Management (LKCM)
Texas
$22.3M -$28.3M – –
DCM
897
Dimension Capital Management
Florida
$22.3M -$381K -647 -2%
Jane Street
898
Jane Street
New York
$22.1M +$17.3M +29,311 +353%
HWA
899
HCR Wealth Advisors
California
$22M +$1.48M +2,518 +7%
SF
900
Synovus Financial
Georgia
$22M +$722K +1,226 +3%
34 35
36
37 38