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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 %
PMA
1826
Prudent Man Advisors
Illinois
$3.35M -$111K -189 -3%
AIM
1827
Aspen Investment Management
Michigan
$3.35M -$26.5K -45 -0.8%
FNC
1828
First National Corp
Massachusetts
$3.34M +$215K +366 +7%
MIS
1829
Morningstar Investment Services
Illinois
$3.34M -$85.2M -144,771 -96%
WF
1830
Warner Financial
Maryland
$3.34M -$190K -322 -5%
AW
1831
Alaethes Wealth
Nevada
$3.34M +$351K +597 +12%
SWM
1832
SilverOak Wealth Management
Minnesota
$3.33M +$34.7K +59 +1%
NA
1833
Novus Advisors
South Carolina
$3.32M +$3.32M +5,645 New
SMA
1834
Sage Mountain Advisors
Georgia
$3.32M +$782K +1,328 +31%
HCA
1835
Harbour Capital Advisors
Virginia
$3.32M -$15.5K -26 -0.5%
RWMG
1836
Redwood Wealth Management Group
New Jersey
$3.32M -$81.2K -138 -2%
FRA
1837
Frank Rimerman Advisors
California
$3.3M – – –
CA
1838
Capital Advantage
California
$3.3M +$3.3M +5,605 New
EAM
1839
Evanson Asset Management
California
$3.29M -$70K -119 -2%
NCG
1840
Newport Capital Group
New Jersey
$3.29M -$754K -1,281 -19%
SPC
1841
Spirepoint Private Client
Florida
$3.29M +$117K +198 +4%
IP
1842
Investment Partners
Ohio
$3.29M -$207K -351 -6%
KHC
1843
Koesten Hirschmann & Crabtree
Kansas
$3.28M -$58.9K -100 -2%
RT
1844
Rockland Trust
Massachusetts
$3.28M +$205K +349 +7%
FWTB
1845
First Western Trust Bank
Colorado
$3.27M -$15.3K -26 -0.5%
MWM
1846
Mattern Wealth Management
Kansas
$3.27M -$41.8K -71 -1%
AWM
1847
Alterna Wealth Management
Texas
$3.27M -$962K -1,634 -23%
MCM
1848
M1 Capital Management
Michigan
$3.26M +$3.26M +5,546 New
LFA
1849
Legacy Financial Advisors
Kentucky
$3.26M -$230K -390 -7%
APC
1850
Aspire Private Capital
North Carolina
$3.25M -$198K -337 -6%
72 73
74
75 76