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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 %
HFS
1701
Howard Financial Services
Texas
$4.25M +$1.44M +2,446 +51%
FSC
1702
Full Sail Capital
Oklahoma
$4.25M +$711K +1,207 +20%
JGIA
1703
Jackson Grant Investment Advisers
Connecticut
$4.24M -$41.2K -70 -1%
AT
1704
Arlington Trust
Alabama
$4.22M – – –
EP
1705
Edgestream Partners
New Jersey
$4.21M -$4.29M -7,294 -50%
MWM
1706
Marietta Wealth Management
Georgia
$4.21M -$28.8K -49 -0.7%
IFS
1707
Intelligent Financial Strategies
Minnesota
$4.2M -$119K -202 -3%
HIP
1708
HUB Investment Partners
Texas
$4.2M -$290K -493 -6%
RI
1709
Rinkey Investments
California
$4.19M +$17.1K +29 +0.4%
FFB
1710
First Financial Bankshares
Texas
$4.18M +$628K +1,067 +18%
DS
1711
DRW Securities
Illinois
$4.18M +$4.18M +7,103 New
MAM
1712
Madison Asset Management
Wisconsin
$4.18M -$90.7K -154 -2%
MIA
1713
Madison Investment Advisors
Wisconsin
$4.18M +$4.18M +7,101 New
SHF
1714
Stage Harbor Financial
Massachusetts
$4.18M – – –
TWM
1715
Thrive Wealth Management
Pennsylvania
$4.17M +$864K +1,468 +26%
SFC
1716
Sprinkle Financial Consultants
Colorado
$4.17M -$60K -102 -1%
CPIA
1717
Cornell Pochily Investment Advisors
New York
$4.17M +$51.2K +87 +1%
TF
1718
Tudor Financial
Ohio
$4.16M +$91.3K +155 +2%
WA
1719
WESPAC Advisors
California
$4.16M +$338K +574 +9%
PSA
1720
Plum Street Advisors
Louisiana
$4.16M -$132K -224 -3%
JEST
1721
JTC Employer Solutions Trustee
Jersey
$4.15M – – –
PG
1722
Prostatis Group
Maryland
$4.15M +$980K +1,664 +31%
AB
1723
Atlas Brown
Kentucky
$4.15M +$120K +204 +3%
DTC
1724
Davidson Trust Company
Washington
$4.15M +$223K +379 +6%
FCMA
1725
Foresight Capital Management Advisors
Michigan
$4.14M -$19.4K -33 -0.5%
67 68
69
70 71