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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 %
OFS
1776
Oldfather Financial Services
Nebraska
$3.79M -$11.8K -20 -0.3%
SG
1777
Strid Group
Pennsylvania
$3.79M -$247K -420 -6%
SBLIC
1778
Security Benefit Life Insurance Company
Kansas
$3.77M – – –
HH
1779
Hilltop Holdings
Texas
$3.76M +$1.14M +1,937 +43%
SW
1780
SoFi Wealth
California
$3.75M +$3.75M +6,362 New
MWA
1781
Merkkuri Wealth Advisors
New York
$3.74M -$454K -772 -11%
LWM
1782
Lyell Wealth Management
California
$3.74M – – –
CSIC
1783
Clifford Swan Investment Counsel
California
$3.74M – – –
KFSN
1784
Keystone Financial Services (Nebraska)
Nebraska
$3.74M +$3.74M +6,348 New
NAAA
1785
New Age Alpha Advisors
New York
$3.72M +$3.72M +6,317 New
CSWM
1786
Cassady Schiller Wealth Management
Ohio
$3.72M -$130K -220 -3%
SFG
1787
Sage Financial Group
Pennsylvania
$3.71M +$227K +385 +7%
GI
1788
GAMMA Investing
California
$3.7M +$921K +1,564 +33%
Vontobel Holding
1789
Vontobel Holding
Switzerland
$3.7M -$138K -234 -4%
PAG
1790
Paladin Advisory Group
Iowa
$3.67M +$114K +193 +3%
OC
1791
Oakworth Capital
Alabama
$3.66M +$403K +685 +12%
CBT
1792
CoreFirst Bank & Trust
Kansas
$3.66M -$424K -721 -10%
FW
1793
FullCircle Wealth
Texas
$3.64M -$110K -180 -3%
WFA
1794
WestHill Financial Advisors
California
$3.64M -$275K -467 -7%
SPF
1795
South Plains Financial
Texas
$3.63M +$3.63M +6,163 New
EA
1796
Efficient Advisors
Ohio
$3.62M -$530K -900 -13%
HLCM
1797
Hi-Line Capital Management
South Dakota
$3.6M +$3.6M +6,110 New
CCM
1798
Condor Capital Management
New Jersey
$3.59M -$156K -265 -4%
OC
1799
Optima Capital
Oregon
$3.58M +$3.58M +6,090 New
MAV
1800
Mason & Associates (Virginia)
Virginia
$3.58M -$62.4K -106 -2%
70 71
72
73 74