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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 %
Capital Fund Management (CFM)
1276
Capital Fund Management (CFM)
France
$9.54M -$118K -200 -1%
AAMC
1277
Asset Allocation & Management Company
Illinois
$9.5M – – –
MC
1278
Moors & Cabot
Massachusetts
$9.49M +$935K +1,588 +11%
GP
1279
Geneva Partners
Wisconsin
$9.48M +$27.7K +47 +0.3%
WA
1280
Westfuller Advisors
New York
$9.47M +$959K +1,629 +11%
GA
1281
GFS Advisors
Texas
$9.47M +$1.8M +3,062 +23%
RWI
1282
Red Wave Investments
Pennsylvania
$9.45M -$19.4K -33 -0.2%
DWM
1283
DecisionMap Wealth Management
Virginia
$9.42M +$9.42M +16,008 New
NFC
1284
Northeast Financial Consultants
Connecticut
$9.41M +$122K +207 +1%
ACP
1285
Arcus Capital Partners
Georgia
$9.4M +$2.91M +5,542 +45%
RC
1286
Roundview Capital
New Jersey
$9.38M +$1.84M +3,118 +24%
LC
1287
Lindbrook Capital
California
$9.38M +$58.3K +99 +0.6%
AEPWM
1288
Atlantic Edge Private Wealth Management
Florida
$9.37M +$598K +1,016 +7%
BWP
1289
Baldwin Wealth Partners
Massachusetts
$9.35M -$1.02M -1,729 -10%
PP
1290
Postrock Partners
Oregon
$9.32M +$9.32M +15,829 New
SC
1291
Solstein Capital
California
$9.3M – – –
KCM
1292
Kennicott Capital Management
California
$9.29M -$475K -807 -5%
AA
1293
Armis Advisers
Georgia
$9.29M +$9.29M +15,777 New
HWP
1294
Heritage Wealth Partners
Ohio
$9.24M +$1.78M +3,027 +24%
BBWP
1295
Beacon Bridge Wealth Partners
Pennsylvania
$9.21M +$678K +1,151 +8%
MWM
1296
MinichMacGregor Wealth Management
New York
$9.2M -$84.8K -144 -0.9%
Financial Engines Advisors
1297
Financial Engines Advisors
California
$9.18M +$2.17M +3,685 +31%
PCS
1298
Private Client Services
Kentucky
$9.18M -$2.26M -3,846 -20%
OPA
1299
Old Port Advisors
Maine
$9.16M +$316K +536 +4%
PAG
1300
Private Advisory Group
Washington
$9.16M +$116K +197 +1%
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52
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