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 %
HAS
926
Holland Advisory Services
Florida
$20.5M -$132K -225 -0.6%
RIA
927
Richwood Investment Advisors
Ohio
$20.5M +$931K +1,582 +5%
SCA
928
Southern Capital Advisors
Tennessee
$20.4M +$379K +643 +2%
PFG
929
Pacific Financial Group
Washington
$20.4M -$947K -1,609 -4%
PWP
930
PrairieView Wealth Partners
Illinois
$20.4M -$237K -402 -1%
BIP
931
Blueprint Investment Partners
North Carolina
$20.4M +$6.49M +11,017 +47%
TC
932
TAGStone Capital
North Carolina
$20.4M -$55.9K -95 -0.3%
WWM
933
Western Wealth Management
Colorado
$20.3M -$682K -1,159 -3%
CFO
934
CVA Family Office
Colorado
$20.3M +$252K +428 +1%
HWA
935
Hilltop Wealth Advisors
North Carolina
$20.2M -$100K -170 -0.5%
CSP
936
Cary Street Partners
Virginia
$20.2M +$20.2M +34,362 New
WA
937
WBH Advisory
Maryland
$20.2M +$3.07M +5,223 +18%
SC
938
Stephenson & Company
California
$20.1M +$655K +1,112 +3%
PAMG
939
Patton Albertson Miller Group
Tennessee
$20M +$9.12M +15,499 +84%
NWA
940
New World Advisors
Massachusetts
$20M +$6.75M +11,474 +51%
4WM
941
4J Wealth Management
Virginia
$20M -$42.4K -72 -0.2%
HC
942
Hoese & Co
Minnesota
$20M -$613K -1,042 -3%
TSWM
943
Tyler-Stone Wealth Management
Ohio
$19.9M -$23K -39 -0.1%
GWM
944
GDS Wealth Management
Texas
$19.9M -$955K -1,623 -5%
SWM
945
Sanctuary Wealth Management
Idaho
$19.8M +$19.8M +33,685 +673,700%
FNT
946
First National Trust
Pennsylvania
$19.8M -$516K -877 -3%
EWM
947
EPG Wealth Management
Georgia
$19.8M -$603K -1,024 -3%
ST
948
Sageworth Trust
Pennsylvania
$19.8M -$639K -1,086 -3%
AM
949
Atwater Malick
Pennsylvania
$19.7M +$242K +411 +1%
LA
950
Lynch & Associates
Indiana
$19.7M -$901K -1,530 -4%
36 37
38
39 40