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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 %
LSPW
1451
Lake Street Private Wealth
Illinois
$6.68M +$122K +208 +2%
EPW
1452
Endeavor Private Wealth
Kansas
$6.67M +$6.67M +11,329 New
SWM
1453
Selective Wealth Management
Virginia
$6.65M -$334K -571 -5%
CFGW
1454
Chancellor Financial Group WB
Pennsylvania
$6.65M +$6.65M +11,298 New
RW
1455
Regimen Wealth
Georgia
$6.6M -$2.5M -4,257 -27%
EA
1456
Emerald Advisors
Washington
$6.57M +$87.1K +148 +1%
RWP
1457
Ridgecrest Wealth Partners
California
$6.57M -$303K -515 -4%
BFC
1458
Bedel Financial Consulting
Indiana
$6.57M -$874K -1,439 -12%
HNB
1459
Hilltop National Bank
Wyoming
$6.54M -$34.7K -59 -0.5%
NFG
1460
Nations Financial Group
Iowa
$6.53M -$1.68M -2,855 -20%
QCM
1461
QRG Capital Management
Illinois
$6.52M +$2.07M +3,515 +46%
DWP
1462
Daymark Wealth Partners
Ohio
$6.52M +$207K +351 +3%
GLLW
1463
Graves Light Lenhart Wealth
Virginia
$6.52M -$14.1K -24 -0.2%
RP
1464
Riverbridge Partners
Minnesota
$6.51M +$4.76M +8,080 +271%
BWA
1465
BlueChip Wealth Advisors
Georgia
$6.51M +$34.7K +59 +0.5%
GWS
1466
Greykasell Wealth Strategies
California
$6.51M +$6.51M +11,051 New
ASW
1467
Astoria Strategic Wealth
Texas
$6.5M +$21.2K +36 +0.3%
VCM
1468
Vivaldi Capital Management
Illinois
$6.5M +$837K +1,390 +15%
CWA
1469
CM Wealth Advisors
Ohio
$6.49M +$432K +733 +7%
GWP
1470
Gen-Wealth Partners
Michigan
$6.47M +$26.5K +45 +0.4%
OCFG
1471
O'Connor Financial Group
Illinois
$6.47M -$392K -666 -6%
NB
1472
Nicolet Bankshares
Wisconsin
$6.46M – – –
MCI
1473
MRP Capital Investments
Georgia
$6.46M +$1.96M +3,332 +44%
1NWS
1474
1 North Wealth Services
Maryland
$6.43M +$6.43M +10,917 New
ICP
1475
Interchange Capital Partners
Pennsylvania
$6.39M -$785K -1,334 -11%
57 58
59
60 61