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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 %
TCM
1226
Telos Capital Management
California
$10.6M +$35.3K +60 +0.3%
FFM
1227
Fullerton Fund Management
Singapore
$10.5M -$38.7M -65,785 -79%
WMA
1228
Wealth Management Associates
New Jersey
$10.5M +$102K +173 +1%
AG
1229
Ascent Group
Virginia
$10.5M -$2.45M -4,164 -19%
IAIM
1230
International Assets Investment Management
Florida
$10.5M -$6.01B -10,229,435 -100%
AWP
1231
Avid Wealth Partners
Texas
$10.5M +$2.33M +3,956 +28%
CCP
1232
Cassia Capital Partners
North Carolina
$10.5M -$67.7K -115 -0.6%
AWA
1233
Arete Wealth Advisors
Illinois
$10.5M +$3.22M +5,472 +44%
AWM
1234
Ameliora Wealth Management
Switzerland
$10.5M -$2.11M -3,585 -17%
RW
1235
REDW Wealth
New Mexico
$10.5M +$9.12M +15,498 +673%
AM
1236
AGF Management
Ontario, Canada
$10.5M -$76.5K -130 -0.7%
TA
1237
TFB Advisors
Kansas
$10.5M +$990K +1,682 +10%
CWM
1238
Connecticut Wealth Management
Connecticut
$10.4M -$759K -1,290 -7%
VCA
1239
Verdence Capital Advisors
Maryland
$10.4M -$50K -85 -0.5%
GEA
1240
Glen Eagle Advisors
New Jersey
$10.4M +$1.2M +2,046 +13%
GM
1241
GeoWealth Management
Illinois
$10.4M +$2.32M +3,939 +29%
BP
1242
BWM Planning
Texas
$10.3M -$1.08M -1,843 -9%
ANBT
1243
American National Bank & Trust
Texas
$10.3M -$471K -800 -4%
SWP
1244
Strategic Wealth Partners
Ohio
$10.2M +$1.21M +1,970 +13%
AA
1245
Argent Advisors
Louisiana
$10.2M +$85.9K +146 +0.8%
WSFG
1246
Wall Street Financial Group
Illinois
$10.2M +$1.44M +2,442 +16%
MWAM
1247
Manhattan West Asset Management
California
$10.2M -$307K -522 -3%
LIM
1248
Leavell Investment Management
Alabama
$10.2M +$97.1K +165 +1%
FA
1249
FDx Advisors
Illinois
$10.2M +$4.75M +8,071 +88%
WJWM
1250
Williams Jones Wealth Management
New York
$10.2M -$71.2K -121 -0.7%
48 49
50
51 52