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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 %
IIC
1326
Integrated Investment Consultants
Michigan
$8.72M -$85.4K -145 -1%
SL
1327
Salomon & Ludwin
Virginia
$8.67M -$263K -446 -3%
KW
1328
KWB Wealth
California
$8.66M -$72.7K -126 -0.8%
BAM
1329
Belpointe Asset Management
Nevada
$8.65M -$6.59M -11,629 -43%
NW
1330
NewEdge Wealth
Pennsylvania
$8.62M +$1.14M +1,930 +15%
MWM
1331
MBE Wealth Management
Wisconsin
$8.62M -$269K -457 -3%
CRI
1332
Commonwealth Retirement Investments
Virginia
$8.55M -$829K -1,408 -9%
MHIP
1333
Mountain Hill Investment Partners
New Jersey
$8.54M +$8.54M +14,500 New
IMRF
1334
Illinois Municipal Retirement Fund
Illinois
$8.54M +$8.54M +14,500 New
RWM
1335
Riverbend Wealth Management
South Carolina
$8.53M +$8.53M +14,437 New
CT
1336
Clearstead Trust
Maine
$8.48M +$2.13M +3,626 +34%
FC
1337
Fulcrum Capital
Washington
$8.46M -$763K -1,296 -8%
RWM
1338
Rialto Wealth Management
New York
$8.43M +$8.43M +14,319 New
PWM
1339
Pines Wealth Management
North Carolina
$8.42M +$8.42M +14,439 New
LG
1340
Leuthold Group
Minnesota
$8.41M -$760K -1,291 -8%
SC
1341
Sapient Capital
Indiana
$8.4M +$780K +1,325 +10%
JIP
1342
Jaffetilchin Investment Partners
Florida
$8.37M -$7.06K -12 -0.1%
TW
1343
Transform Wealth
Colorado
$8.35M +$186K +316 +2%
BW
1344
BIP Wealth
Georgia
$8.34M -$185K -314 -2%
CWA
1345
Centennial Wealth Advisory
Michigan
$8.33M -$6.94M -11,792 -45%
TSS
1346
Two Sigma Securities
New York
$8.32M +$8.32M +14,140 New
FW
1347
Fidato Wealth
Ohio
$8.32M -$453K -770 -5%
TCG
1348
Transcendent Capital Group
Oklahoma
$8.31M +$3.45M +5,857 +71%
QC
1349
Quent Capital
New York
$8.31M -$64.8K -110 -0.8%
WB
1350
West Bancorporation
Iowa
$8.29M -$221K -376 -3%
52 53
54
55 56