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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 %
SFP
1051
Shepherd Financial Partners
Massachusetts
$15.3M +$220K +373 +1%
HR
1052
Hardy Reed
Mississippi
$15.3M -$191K -325 -1%
AF
1053
Apollon Financial
South Carolina
$15.3M +$1.68M +2,857 +12%
MFT
1054
Moisand Fitzgerald Tamayo
Florida
$15.3M -$576K -979 -4%
BCM
1055
BTC Capital Management
Iowa
$15.2M -$370K -629 -2%
WB
1056
Webster Bank
Connecticut
$15.2M +$123K +209 +0.8%
CFS
1057
CRA Financial Services
New Jersey
$15.2M +$879K +1,493 +6%
PGWM
1058
Parisi Gray Wealth Management
New Jersey
$15.2M -$7.65K -13 -0.1%
TNBTD
1059
Trustmark National Bank Trust Department
Mississippi
$15.1M +$200K +340 +1%
WB
1060
WesBanco Bank
West Virginia
$15.1M -$238K -405 -2%
MBT
1061
Montecito Bank & Trust
California
$15.1M +$456K +774 +3%
SB
1062
Strategic Blueprint
Georgia
$15M +$3.6M +6,120 +32%
FAIM
1063
Financial Advocates Investment Management
Washington
$15M +$4.01M +6,819 +37%
AHC
1064
Anderson Hoagland & Co
Missouri
$14.9M -$16.8K -28 -0.1%
VAS
1065
Vestmark Advisory Solutions
Massachusetts
$14.9M -$5.22M -8,867 -26%
AA
1066
ArborFi Advisors
Michigan
$14.9M +$14.9M +25,290 New
NAS
1067
NWF Advisory Services
California
$14.9M +$14.9M +25,280 New
VP
1068
Verum Partners
North Carolina
$14.9M -$513K -872 -3%
SAS
1069
SMI Advisory Services
Indiana
$14.8M +$205K +351 +1%
FG
1070
Fairman Group
Pennsylvania
$14.7M +$642K +1,091 +5%
PCM
1071
Parsons Capital Management
Rhode Island
$14.7M -$490K -833 -3%
FWP
1072
Forefront Wealth Partners
Texas
$14.7M +$14.7M +24,942 New
OCM
1073
Objective Capital Management
Ohio
$14.6M -$1.11M -1,889 -7%
TWM
1074
TSA Wealth Management
Texas
$14.6M -$1.48M -2,518 -9%
LFS
1075
Lutz Financial Services
Nebraska
$14.6M +$30K +51 +0.2%
41 42
43
44 45