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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 %
BWM
1726
Bulltick Wealth Management
Florida
$4.12M -$3.4M -5,768 -45%
OPWM
1727
Oakwell Private Wealth Management
Texas
$4.11M – – –
NAM
1728
NorthCrest Asset Manangement
Minnesota
$4.08M +$1.81M +3,072 +79%
NWM
1729
Napa Wealth Management
California
$4.08M +$1.74M +2,959 +74%
PPWP
1730
Premier Path Wealth Partners
New Jersey
$4.06M +$46.5K +79 +1%
KP
1731
Keel Point
Alabama
$4.05M +$1.26M +2,144 +45%
HWM
1732
Hemington Wealth Management
Virginia
$4.05M +$333K +565 +9%
WAM
1733
WNY Asset Management
New York
$4.04M +$590K +1,003 +17%
TCM
1734
Tufton Capital Management
Maryland
$4.04M +$144K +244 +4%
RF
1735
RHS Financial
California
$4.04M -$124K -210 -3%
SJIM
1736
St. Johns Investment Management
Florida
$4.04M -$36.5K -62 -0.9%
CL
1737
CIM LLC
New York
$4.02M +$6.48K +11 +0.2%
CAM
1738
Carret Asset Management
New York
$4.02M -$22.4K -38 -0.6%
ZIM
1739
Zacks Investment Management
Illinois
$4.02M +$64.2K +109 +2%
KCP
1740
Kera Capital Partners
California
$4M +$4M +6,794 New
SAI
1741
Savvy Advisors Inc
New York
$3.99M +$874K +1,484 +28%
IA
1742
Insight Advisors
Pennsylvania
$3.99M – – –
RBC
1743
Romano Brothers & Co
Illinois
$3.99M +$113K +192 +3%
HKIMG
1744
Hutchens & Kramer Investment Management Group
Indiana
$3.98M -$912K -1,550 -19%
CFO
1745
Colony Family Offices
North Carolina
$3.97M +$529K +899 +15%
HIM
1746
Hanlon Investment Management
New Jersey
$3.96M -$716K -1,217 -15%
FC
1747
Forte Capital
New York
$3.95M -$191K -324 -5%
LSA
1748
Lion Street Advisors
Texas
$3.95M +$211K +358 +6%
LFP
1749
Leeward Financial Partners
Washington
$3.95M +$143K +243 +4%
HP
1750
Holistic Planning
Texas
$3.95M -$139K -236 -3%
68 69
70
71 72