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 %
FFP
1351
Forbes Financial Planning
Rhode Island
$8.28M -$3.73M -6,329 -31%
NG
1352
NatWest Group
United Kingdom
$8.24M – – –
EFN
1353
Equita Financial Network
Pennsylvania
$8.23M -$24.7K -42 -0.3%
OIS
1354
Okabena Investment Services
Minnesota
$8.22M +$53K +90 +0.6%
SWP
1355
Summit Wealth Partners
Florida
$8.21M -$2.1M -3,563 -20%
IW
1356
Instrumental Wealth
Florida
$8.21M +$249K +413 +3%
SMAM
1357
Sugar Maple Asset Management
Wisconsin
$8.21M -$1.59M -2,698 -16%
LCWP
1358
Legacy Capital Wealth Partners
Arkansas
$8.2M -$415K -705 -5%
CCA
1359
Coign Capital Advisors
Utah
$8.13M +$8.13M +13,815 New
CCA
1360
Cypress Capital Advisors
Tennessee
$8.12M +$8.12M +13,792 New
CGPCS
1361
Capital Group Private Client Services
California
$8.11M +$2.43M +4,127 +43%
WPP
1362
Whalerock Point Partners
Rhode Island
$8.05M +$357K +606 +5%
APG
1363
Abacus Planning Group
South Carolina
$8.02M +$1.77K +3 +0%
GWA
1364
Genesis Wealth Advisors
Massachusetts
$8.02M +$8.02M +13,624 New
TRCT
1365
Tower Research Capital (TRC)
New York
$8.02M -$27.4M -46,618 -77%
GAG
1366
GM Advisory Group
New York
$8.01M +$139K +236 +2%
TFA
1367
Transamerica Financial Advisors
Florida
$8M +$630K +1,070 +9%
WPC
1368
White Pine Capital
Minnesota
$8M -$174K -296 -2%
ES
1369
Eagle Strategies
New York
$7.99M +$221K +375 +3%
KOC
1370
Koss-Olinger Consulting
Florida
$7.98M +$1.12M +1,897 +16%
JCM
1371
Jacobi Capital Management
Pennsylvania
$7.98M +$185K +314 +2%
AC
1372
AWM Capital
Arizona
$7.97M -$99.5K -169 -1%
WWC
1373
Waypoint Wealth Counsel
Georgia
$7.97M -$180K -305 -2%
PG
1374
Patten Group
Tennessee
$7.95M +$87.1K +148 +1%
EFG
1375
Ethos Financial Group
Pennsylvania
$7.93M +$1.47M +2,500 +23%
53 54
55
56 57