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 %
CFP
1651
Comprehensive Financial Planning
Pennsylvania
$4.69M +$4.69M +7,965 New
WWM
1652
WJ Wealth Management
Arizona
$4.68M -$34.1K -58 -0.7%
MWPCG
1653
Measured Wealth Private Client Group
New Hampshire
$4.67M -$135K -230 -3%
TS
1654
Triglav Skladi
Slovenia
$4.67M +$4.67M +7,934 New
4WM
1655
49 Wealth Management
Texas
$4.67M -$162K -276 -3%
FP
1656
Fiduciary Planning
Florida
$4.64M +$197K +334 +4%
IWC
1657
Infinity Wealth Counsel
Ohio
$4.63M +$4.63M +7,859 New
Q1WB
1658
Quest 10 Wealth Builders
Virginia
$4.62M +$4.62M +7,848 New
DIA
1659
Dana Investment Advisors
Wisconsin
$4.61M -$9.42K -16 -0.2%
MCM
1660
Mitchell Capital Management
Kansas
$4.6M -$255K -434 -5%
AA
1661
Aufman Associates
Pennsylvania
$4.6M -$27.1K -46 -0.6%
TPA
1662
Trivium Point Advisory
Connecticut
$4.6M +$1.9M +3,225 +70%
AA
1663
Auxano Advisors
Washington
$4.6M +$48.9K +83 +1%
BW
1664
Bison Wealth
Georgia
$4.59M +$889K +1,511 +24%
SFG
1665
SNS Financial Group
Minnesota
$4.56M -$51.8K -88 -1%
JAG
1666
Journey Advisory Group
Kentucky
$4.54M – – –
SIA
1667
Stegner Investment Associates
Kentucky
$4.51M +$64.2K +109 +1%
BFO
1668
Boston Family Office
Massachusetts
$4.51M -$221K -376 -5%
WCG
1669
Weaver Consulting Group
California
$4.51M -$27.1K -46 -0.6%
D
1670
Dentgroup
Louisiana
$4.5M -$28.3K -48 -0.6%
LCC
1671
Lincoln Capital Corp
Rhode Island
$4.5M -$64.8K -110 -1%
SSW
1672
Stone Summit Wealth
Florida
$4.47M +$220K +373 +5%
EDRH
1673
Edmond de Rothschild Holding
Switzerland
$4.46M +$2.13M +3,621 +92%
SCA
1674
Sage Capital Advisors
South Dakota
$4.46M -$60K -102 -1%
FAM
1675
Frontier Asset Management
Wyoming
$4.44M -$11M -18,664 -71%
65 66
67
68 69