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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 %
MFG
1601
Magnus Financial Group
New York
$5.07M +$456K +774 +10%
CWS
1602
Confluence Wealth Services
Pennsylvania
$5.02M -$3.15M -5,135 -39%
CTI
1603
Community Trust & Investment
Kentucky
$5.01M +$5.01M +8,516 New
FFM
1604
Forum Financial Management
Illinois
$5.01M +$95.4K +162 +2%
ACG
1605
Allen Capital Group
Nebraska
$5M -$1.18K -2 -0%
PWG
1606
Portside Wealth Group
Utah
$5M +$641K +1,089 +15%
BMC
1607
Bear Mountain Capital
Washington
$4.98M -$2.45K -4 -0%
FG
1608
Fiduciary Group
Georgia
$4.97M -$235K -399 -5%
CCA
1609
Carrera Capital Advisors
Michigan
$4.96M -$1.6M -2,722 -24%
Russell Investments Group
1610
Russell Investments Group
United Kingdom
$4.96M +$510K +866 +11%
ZI
1611
ZEGA Investments
Florida
$4.92M +$4.92M +8,060 New
PWPS
1612
Pinnacle Wealth Planning Services
Ohio
$4.92M +$23K +39 +0.5%
BDF
1613
Black Diamond Financial
Maryland
$4.92M +$1.56M +2,653 +47%
SWM
1614
Stockman Wealth Management
Montana
$4.92M +$18.2K +31 +0.4%
SFM
1615
Signet Financial Management
New Jersey
$4.91M +$102K +173 +2%
AFA
1616
Antonelli Financial Advisors
Michigan
$4.91M +$4.91M +8,342 New
JPWM
1617
Jamison Private Wealth Management
Georgia
$4.9M +$221K +375 +5%
EA
1618
Everpar Advisors
Oklahoma
$4.9M +$315K +535 +7%
BBPWM
1619
Blue Bell Private Wealth Management
Pennsylvania
$4.9M +$64.2K +109 +1%
CCWM
1620
Cassaday & Co Wealth Management
Virginia
$4.89M +$420K +714 +9%
EF
1621
Empowered Funds
Pennsylvania
$4.88M +$1.28M +2,182 +36%
CAS
1622
Coppell Advisory Solutions
Texas
$4.88M -$829K -1,402 -15%
MIM
1623
Macroview Investment Management
Maryland
$4.88M +$946K +1,607 +24%
RCM
1624
Raleigh Capital Management
North Carolina
$4.86M -$2.4M -4,077 -33%
ET
1625
Equitable Trust
Tennessee
$4.86M +$4.86M +8,248 New
63 64
65
66 67