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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 %
PTC
1126
Private Trust Company
Ohio
$13.1M +$1.54M +2,612 +13%
JHCP
1127
Jackson Hole Capital Partners
Oklahoma
$13.1M -$232K -394 -2%
CTWM
1128
Cherry Tree Wealth Management
Minnesota
$13M -$550K -935 -4%
First Trust Advisors
1129
First Trust Advisors
Illinois
$12.9M +$12.9M +21,985 New
TPWA
1130
Twin Peaks Wealth Advisors
California
$12.9M +$975K +1,657 +8%
SG Americas Securities
1131
SG Americas Securities
New York
$12.9M -$226M -383,900 -95%
VT
1132
Vise Technologies
New York
$12.9M +$7.44M +12,643 +137%
VVP
1133
Venture Visionary Partners
Ohio
$12.9M +$218K +370 +2%
BWCS
1134
Beirne Wealth Consulting Services
Connecticut
$12.8M -$81.3K -138 -0.6%
NRA
1135
NSI Retail Advisors
Pennsylvania
$12.8M -$471K -800 -4%
REMPR
1136
Roof Eidam Maycock Peralta (REMP)
California
$12.8M -$148K -252 -1%
CAM
1137
Concorde Asset Management
Michigan
$12.7M -$311K -529 -2%
PVI
1138
Pine Valley Investments
New Jersey
$12.7M -$1.49M -2,524 -10%
CPA
1139
Capital Performance Advisors
California
$12.7M -$187K -317 -1%
OFG
1140
Omega Financial Group
California
$12.7M +$126K +214 +1%
BCG
1141
Breakwater Capital Group
New Jersey
$12.6M -$25.3K -43 -0.2%
FWMP
1142
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$12.6M +$12.6M +21,481 New
AECF
1143
Annie E. Casey Foundation
Maryland
$12.6M +$12.6M +21,448 New
KA
1144
Kooman & Associates
Pennsylvania
$12.6M +$31.2K +53 +0.2%
CG
1145
Caprock Group
Idaho
$12.6M +$12.6M +21,390 New
AC
1146
Avestar Capital
New York
$12.6M +$4.94M +8,398 +65%
OSAM
1147
O'Shaughnessy Asset Management
Connecticut
$12.6M +$633K +1,075 +5%
I2I
1148
Insight 2811 Inc
Illinois
$12.5M +$1.45M +2,458 +13%
CASB
1149
Cape Ann Savings Bank
Massachusetts
$12.5M +$421K +715 +3%
BONH
1150
Bank of New Hampshire
New Hampshire
$12.4M -$413K -702 -3%
44 45
46
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