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 %
AI
901
Arvest Investments
Arkansas
$21.9M -$712K -1,210 -3%
AWMG
902
Alliance Wealth Management Group
New Jersey
$21.9M +$611K +1,038 +3%
GBT
903
Grove Bank & Trust
Florida
$21.9M +$1.17M +1,995 +6%
KDA
904
Kraft Davis & Associates
Missouri
$21.8M +$855K +1,411 +4%
RFG
905
RFP Financial Group
Georgia
$21.8M +$513K +871 +2%
SS
906
Sunbelt Securities
Texas
$21.6M -$845K -1,430 -4%
FLP
907
Financial Life Planners
Arizona
$21.6M +$21.6M +36,634 New
AR
908
Apeiron RIA
Texas
$21.6M +$742K +1,260 +4%
APW
909
Acima Private Wealth
Virginia
$21.5M -$1.49M -2,538 -6%
CAC
910
Certified Advisory Corp
Florida
$21.5M +$58.3K +99 +0.3%
GWM
911
GSB Wealth Management
Connecticut
$21.5M +$902K +1,532 +4%
BFG
912
Bleakley Financial Group
New Jersey
$21.4M -$411K -698 -2%
GLA
913
Good Life Advisors
Pennsylvania
$21.4M -$18M -30,594 -46%
GG
914
GenWealth Group
New Jersey
$21.4M -$42.4K -72 -0.2%
HSWM
915
Hubbell Strickland Wealth Management
Louisiana
$21.2M +$42.4K +72 +0.2%
EFM
916
Eley Financial Management
Vermont
$21.2M +$779K +1,323 +4%
PCA
917
Peddock Capital Advisors
Massachusetts
$21.2M +$111K +188 +0.5%
BS
918
Banco Santander
Spain
$21.2M -$20.8M -35,294 -50%
SAS
919
Sage Advisory Services
Texas
$21.2M -$8.68M -14,739 -29%
OWCM
920
One Wealth Capital Management
Arizona
$20.8M +$20.8M +35,275 New
WPW
921
Waldron Private Wealth
Pennsylvania
$20.8M -$194K -330 -0.9%
AWG
922
Altus Wealth Group
Colorado
$20.7M +$1.56M +2,652 +8%
AWM
923
Abound Wealth Management
Tennessee
$20.6M +$405K +688 +2%
TVM
924
True Vision MN
Minnesota
$20.6M -$190K -322 -0.9%
DC
925
DeDora Capital
California
$20.6M +$15.3K +26 +0.1%
35 36
37
38 39