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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 %
WPC
1376
Wedmont Private Capital
Pennsylvania
$7.86M +$42K +72 +0.5%
GWSG
1377
GPS Wealth Strategies Group
Colorado
$7.86M +$2.06M +3,496 +35%
MCC
1378
Money Concepts Capital
Florida
$7.85M +$646K +1,098 +9%
MCA
1379
MSH Capital Advisors
Arizona
$7.81M -$122K -208 -2%
TCOV
1380
Trust Company of Vermont
Vermont
$7.78M +$14.7K +25 +0.2%
TPI
1381
Trust Point Inc
Wisconsin
$7.71M +$53K +90 +0.7%
CWM
1382
Certus Wealth Management
California
$7.67M -$18.2K -30 -0.2%
WAL
1383
W Advisors LLC
Tennessee
$7.63M +$394K +670 +5%
HWM
1384
Hohimer Wealth Management
Washington
$7.6M +$3.56M +6,041 +88%
FCC
1385
Flower City Capital
New York
$7.56M -$139K -236 -2%
AUB
1386
Atlantic Union Bankshares
Virginia
$7.56M +$2.94K +5 +0%
SAM
1387
Smartleaf Asset Management
Massachusetts
$7.54M +$153K +259 +2%
PMFA
1388
Plante Moran Financial Advisors
Michigan
$7.54M -$1.78M -3,029 -19%
HFO
1389
Heritage Family Offices
Arizona
$7.52M -$134K -228 -2%
NCM
1390
Nelson Capital Management
California
$7.48M +$66.5K +113 +0.9%
SF
1391
Symphony Financial
Texas
$7.46M +$271K +446 +4%
SFP
1392
Sterling Financial Planning
New Jersey
$7.44M +$115K +195 +2%
PTP
1393
Platform Technology Partners
New York
$7.41M +$1.55M +2,630 +26%
CWM
1394
C2C Wealth Management
Arizona
$7.36M – – –
JIC
1395
Joel Isaacson & Co
New York
$7.35M +$43K +73 +0.6%
DWM
1396
Dogwood Wealth Management
Kansas
$7.34M – – –
SMI
1397
Shelter Mutual Insurance
Missouri
$7.33M – – –
NP
1398
Nilsine Partners
Colorado
$7.33M +$1.04M +1,771 +17%
CA
1399
Cornerstone Advisors
North Carolina
$7.3M -$1.12M -1,900 -13%
P
1400
Pitcairn
Pennsylvania
$7.3M -$6.97M -11,840 -49%
54 55
56
57 58