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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 %
CHA
1101
Cooper/Haims Advisors
New York
$14.1M -$18.8K -32 -0.1%
MWM
1102
McNaughton Wealth Management
California
$14.1M -$19.4K -33 -0.1%
GAM
1103
Gould Asset Management
California
$14.1M -$317K -539 -2%
AAM
1104
Aureus Asset Management
Massachusetts
$14.1M -$8.83K -15 -0.1%
LSAG
1105
Lake Street Advisors Group
New Hampshire
$14M -$1.04M -1,767 -7%
ABC
1106
Associated Banc-Corp
Wisconsin
$13.9M -$289K -491 -2%
TRIA
1107
Trail Ridge Investment Advisors
Colorado
$13.9M +$417K +709 +3%
CT
1108
Colonial Trust
South Carolina
$13.9M +$1.14M +1,938 +9%
CPC
1109
Congress Park Capital
New York
$13.8M +$982K +1,668 +8%
PA
1110
PFG Advisors
Arizona
$13.8M -$871K -1,480 -6%
FC
1111
Fusion Capital
South Carolina
$13.8M +$353K +599 +3%
MWA
1112
Motive Wealth Advisors
Michigan
$13.8M -$164K -278 -1%
EWA
1113
EverSource Wealth Advisors
Alabama
$13.8M +$1.79M +3,036 +15%
MFG
1114
Mosaic Financial Group
Illinois
$13.6M +$310K +527 +2%
CCM
1115
Canal Capital Management
Virginia
$13.5M -$1.64M -2,783 -11%
PNC
1116
Park National Corp
Ohio
$13.5M +$187K +318 +1%
NSIM
1117
North Star Investment Management
Illinois
$13.5M +$187K +318 +1%
MWM
1118
Mission Wealth Management
California
$13.4M +$3.36M +5,708 +33%
UB
1119
Umpqua Bank
Oregon
$13.4M +$1.47M +2,512 +12%
PHAM
1120
Palisades Hudson Asset Management
Florida
$13.4M -$316K -537 -2%
X
1121
Xponance
Pennsylvania
$13.3M -$1.6M -2,717 -11%
OAM
1122
Ostrum Asset Management
France
$13.3M – – –
GWANC
1123
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.2M +$12.8M +21,706 +2,769%
LT
1124
Legacy Trust
Michigan
$13.2M +$371K +631 +3%
DIM
1125
Delta Investment Management
California
$13.1M -$1.02M -1,738 -7%
43 44
45
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