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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 %
WSA
1751
Warm Springs Advisors
California
$3.92M +$3.92M +6,663 New
OFG
1752
Opulen Financial Group
Virginia
$3.92M +$3.92M +6,656 New
HA
1753
Helium Advisors
Washington
$3.92M +$3.92M +6,654 New
SCG
1754
Sonata Capital Group
Washington
$3.91M +$4.12K +7 +0.1%
SPWM
1755
Straight Path Wealth Management
Michigan
$3.91M +$17.1K +29 +0.4%
MAMG
1756
Milestone Asset Management Group
Connecticut
$3.9M +$3.9M +6,631 New
RWPA
1757
Richard W. Paul & Associates
Michigan
$3.9M -$65.9K -112 -2%
HCM
1758
Harvey Capital Management
Florida
$3.9M – – –
TCOTS
1759
Trust Company of the South
North Carolina
$3.9M +$52.4K +89 +1%
MFF
1760
Michels Family Financial
Texas
$3.88M +$3.88M +6,599 New
FUBT
1761
First United Bank & Trust
Maryland
$3.87M +$9.42K +16 +0.2%
TFP
1762
Triune Financial Partners
Kansas
$3.85M -$15.9K -27 -0.4%
FP
1763
Financial Perspectives
Minnesota
$3.85M +$270K +459 +8%
AG
1764
AmeriFlex Group
Nevada
$3.84M +$3.84M +6,344 New
CAMG
1765
CWA Asset Management Group
Florida
$3.83M +$1.57M +2,670 +69%
TCM
1766
Traynor Capital Management
Pennsylvania
$3.83M -$216K -367 -5%
ADL
1767
Asset Dedication LLC
California
$3.83M +$18.8K +32 +0.5%
MFG
1768
MidWestOne Financial Group
Iowa
$3.82M -$293K -497 -7%
FCB
1769
First County Bank
Connecticut
$3.82M +$20.6K +35 +0.5%
AWM
1770
Arista Wealth Management
Nevada
$3.82M +$1.18K +2 +0%
IRC
1771
Investors Research Corp
Georgia
$3.81M – – –
ZIC
1772
ZWJ Investment Counsel
Georgia
$3.81M -$1.12M -1,900 -23%
HIF
1773
Hill Island Financial
Michigan
$3.8M +$27.1K +46 +0.7%
FB
1774
First Bancorp
Maine
$3.8M -$36.5K -62 -1%
FPW
1775
Flywheel Private Wealth
California
$3.8M +$3.8M +6,449 New
69 70
71
72 73