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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 %
XF
976
XML Financial
Maryland
$18.3M +$1.22M +2,067 +7%
AMG
977
Asset Management Group
Connecticut
$18.3M +$20.6K +35 +0.1%
TFM
978
Trademark Financial Management
Minnesota
$18.3M -$175K -297 -0.9%
HCM
979
Hengehold Capital Management
Ohio
$18.2M +$1.33M +2,257 +8%
MW
980
Members Wealth
Pennsylvania
$18.2M +$18.2M +30,066 New
SFG
981
Sovereign Financial Group
Connecticut
$18.2M -$125K -213 -0.7%
AWS
982
Aspen Wealth Strategies
Colorado
$18.2M -$694K -1,179 -4%
DC
983
Destiny Capital
Colorado
$18.2M +$373K +634 +2%
PP
984
Passaic Partners
New Jersey
$18.1M +$2.27M +3,859 +14%
ACM
985
Aurdan Capital Management
Pennsylvania
$18M +$18M +30,638 New
SSW
986
Smith Shellnut Wilson
Mississippi
$17.9M +$2.45M +4,161 +16%
WJA
987
Willis Johnson & Associates
Texas
$17.9M -$563K -957 -3%
MWP
988
Madison Wealth Partners
Wisconsin
$17.9M +$454K +772 +3%
TGAM
989
TBH Global Asset Management
Tennessee
$17.9M -$4.94M -8,320 -22%
AWP
990
Astra Wealth Partners
New Jersey
$17.9M +$17.9M +30,397 New
CM
991
Columbus Macro
Pennsylvania
$17.9M +$4.16M +7,069 +30%
GFG
992
Goldstone Financial Group
Illinois
$17.7M +$3.79M +6,435 +27%
SAM
993
Summit Asset Management
Tennessee
$17.7M +$3.1M +5,274 +21%
FW
994
Fairway Wealth
Ohio
$17.6M -$351K -596 -2%
DI
995
DAGCO Inc
Ohio
$17.6M +$5.36M +9,111 +44%
SIM
996
Synergy Investment Management
Florida
$17.5M +$17.5M +29,701 New
NYLIM
997
New York Life Investment Management
New York
$17.5M +$11.6M +19,691 +197%
CFS
998
Coordinated Financial Services
Colorado
$17.5M +$17.5M +29,699 New
OWA
999
Outlook Wealth Advisors
Texas
$17.5M -$258K -439 -1%
KWM
1000
Kingsview Wealth Management
Oregon
$17.5M -$7.13M -12,105 -29%
38 39
40
41 42