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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 %
BF
1251
Baring Financial
Washington
$10.1M +$10.1M +17,195 New
SWA
1252
Sax Wealth Advisors
New Jersey
$10.1M -$148K -251 -1%
ARG
1253
Advisory Resource Group
Oklahoma
$10.1M +$17.7K +30 +0.2%
WP
1254
WMS Partners
Maryland
$10.1M -$23K -39 -0.2%
EK
1255
Evensky & Katz
Florida
$10M -$90.7K -154 -0.9%
5W
1256
5T Wealth
California
$10M +$10M +17,048 New
RFP
1257
RCS Financial Planning
Maryland
$9.94M -$4.71K -8 -0%
MCM
1258
MidAtlantic Capital Management
Virginia
$9.91M +$354K +601 +4%
PRTG
1259
Post Resch Tallon Group
New York
$9.89M +$9.89M +16,838 New
TKP
1260
Tallon Kerry Patrick
$9.89M +$9.89M +16,838 New
MFG
1261
Mendota Financial Group
Wisconsin
$9.88M -$1.57M -2,671 -14%
MLA
1262
My Legacy Advisors
Oregon
$9.87M +$410K +688 +4%
CAM
1263
Congress Asset Management
Massachusetts
$9.86M +$9.46M +16,066 +2,342%
EFH
1264
Eaton Financial Holdings
Florida
$9.86M -$165K -280 -2%
PWP
1265
Prasad Wealth Partners
Ohio
$9.81M +$9.81M +16,671 New
PI
1266
Pachira Investments
California
$9.81M -$228K -385 -2%
HI
1267
Horizon Investments
North Carolina
$9.79M -$515K -874 -5%
SL
1268
Sentry LLC
Tennessee
$9.75M -$572K -972 -6%
BWM
1269
Boyd Wealth Management
California
$9.74M +$10K +17 +0.1%
AI
1270
Arrien Investments
Idaho
$9.69M -$544K -895 -5%
DC
1271
Davenport & Co
Virginia
$9.67M +$530K +900 +6%
MSA
1272
Marathon Strategic Advisors
Pennsylvania
$9.66M -$373K -633 -4%
JA
1273
JVL Associates
Michigan
$9.65M -$79.5K -135 -0.8%
IA
1274
IFC Advisors
California
$9.57M +$9.57M +16,260 New
VWM
1275
Venturi Wealth Management
Texas
$9.56M -$1.41M -2,400 -13%
49 50
51
52 53