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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 %
ACM
1176
Armbruster Capital Management
New York
$11.7M -$718K -1,220 -6%
SFI
1177
SPC Financial Inc
Maryland
$11.7M +$822K +1,396 +8%
CCMG
1178
Clark Capital Management Group
Pennsylvania
$11.7M -$210M -356,727 -95%
MCWA
1179
Meadow Creek Wealth Advisors
Georgia
$11.7M +$630K +1,070 +6%
DA
1180
Doliver Advisors
Texas
$11.7M +$1.8M +3,052 +18%
IA
1181
IFG Advisory
Georgia
$11.6M +$440K +748 +4%
BFA
1182
Bright Financial Advisors
Michigan
$11.6M -$480K -816 -4%
SR
1183
Syntax Research
Florida
$11.6M -$645K -1,095 -5%
HT
1184
Headlands Technologies
Illinois
$11.6M +$522K +887 +5%
SDAM
1185
Shulman DeMeo Asset Management
New York
$11.6M -$9.42K -16 -0.1%
BHWM
1186
Beaird Harris Wealth Management
Texas
$11.5M +$268K +455 +2%
CWA
1187
Canvas Wealth Advisors
Kansas
$11.5M +$2.93M +4,982 +34%
YLHM
1188
Yelin Lapidot Holdings Management
Israel
$11.5M +$2.47M +4,200 +27%
MIA
1189
Milestone Investment Advisors
Wisconsin
$11.5M +$515K +875 +5%
TCA
1190
Transcend Capital Advisors
New Jersey
$11.5M -$6.23M -10,587 -35%
CC
1191
Chicago Capital
Illinois
$11.3M +$32.4K +55 +0.3%
LA
1192
Latitude Advisors
Florida
$11.3M -$1.84M -3,131 -14%
MWM
1193
Merriman Wealth Management
Washington
$11.3M -$563K -956 -5%
GWM
1194
Greenhouse Wealth Management
Connecticut
$11.2M +$27.1K +46 +0.2%
4FG
1195
4Thought Financial Group
New York
$11.2M -$2.31M -3,918 -17%
CC
1196
Copperleaf Capital
North Carolina
$11.2M -$2.38M -4,044 -18%
SS
1197
Sound Stewardship
Kansas
$11.1M -$151K -256 -1%
WMP
1198
Wealth Management Partners
Arizona
$11.1M +$60.6K +103 +0.5%
TBC
1199
Ted Buchan & Co
California
$11.1M +$75.4K +128 +0.7%
BWMG
1200
Barnes Wealth Management Group
California
$11.1M +$11.1M +18,809 New
46 47
48
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