IVV icon

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 %
FHC
1301
First Heartland Consultants
Missouri
$9.15M +$521K +885 +6%
CD
1302
Chapin Davis
Maryland
$9.11M – – –
CAM
1303
Campion Asset Management
Virginia
$9.11M +$445K +756 +5%
SCM
1304
SOL Capital Management
Maryland
$9.11M +$240K +407 +3%
LF
1305
Lighthouse Financial
Florida
$9.09M +$9.09M +15,446 New
FPCG
1306
Forum Private Client Group
Indiana
$9.07M +$49.5K +84 +0.5%
CA
1307
Claro Advisors
Massachusetts
$9.07M +$471K +800 +5%
CPA
1308
Cardiff Park Advisors
California
$9.05M +$16.5K +28 +0.2%
MF
1309
Meridian Financial
Massachusetts
$9.04M -$86.5K -147 -0.9%
CIR
1310
Clear Investment Research
Georgia
$8.96M -$116K -197 -1%
SI
1311
Stephens Inc
Arkansas
$8.94M +$1.81M +3,071 +25%
CA
1312
Continuum Advisory
Idaho
$8.94M -$300K -510 -3%
SGK
1313
Steigerwald Gordon & Koch
Virginia
$8.92M +$144K +244 +2%
NL
1314
NEPC LLC
Massachusetts
$8.92M +$13.5K +23 +0.2%
EWM
1315
Empirical Wealth Management
Washington
$8.91M -$187K -317 -2%
RCIM
1316
Red Cedar Investment Management
Michigan
$8.91M – – –
AFP
1317
Ausdal Financial Partners
Iowa
$8.84M +$809K +1,374 +10%
PIA
1318
Pinion Investment Advisors
Kansas
$8.83M +$4.47M +7,587 +102%
GPA
1319
Garrison Point Advisors
California
$8.83M +$995K +1,690 +13%
MMRF
1320
Michelson Medical Research Foundation
California
$8.82M – – –
CF
1321
Collier Financial
Colorado
$8.78M +$8.78M +14,923 New
Calamos Advisors
1322
Calamos Advisors
Illinois
$8.76M +$44.7K +76 +0.5%
EWA
1323
Etesian Wealth Advisors
Oregon
$8.76M +$1.44M +2,454 +20%
IMC
1324
Investment Management Corporation
Virginia
$8.76M +$8.76M +14,874 New
CIC
1325
Carnegie Investment Counsel
Ohio
$8.74M +$799K +1,357 +10%
51 52
53
54 55