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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 %
BFO
1876
Biltmore Family Office
North Carolina
$3.1M -$5.3K -9 -0.2%
SWM
1877
Segment Wealth Management
Texas
$3.1M +$2.36K +4 +0.1%
Connor, Clark & Lunn Investment Management (CC&L)
1878
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.09M – – –
GSIS
1879
Global Strategic Investment Solutions
Arizona
$3.09M +$10.6K +18 +0.3%
MJRIC
1880
Mogy Joel R Investment Counsel
California
$3.08M +$11.8K +20 +0.4%
CWM
1881
Centric Wealth Management
Illinois
$3.08M -$144K -244 -4%
PCM
1882
Palisade Capital Management
New Jersey
$3.07M +$1.03M +1,755 +51%
RCM
1883
Ridgepath Capital Management
Tennessee
$3.07M -$1.6M -2,722 -34%
EMAM
1884
Encompass More Asset Management
California
$3.07M +$3.07M +5,219 New
HWM
1885
Howard Wealth Management
Connecticut
$3.05M -$103K -175 -3%
APWM
1886
Anchor Pointe Wealth Management
Missouri
$3.05M +$3.05M +5,159 New
Fisher Asset Management
1887
Fisher Asset Management
Washington
$3.05M -$348K -591 -10%
EFG
1888
Everhart Financial Group
Ohio
$3.05M +$10.6K +18 +0.3%
FMI
1889
Fiduciary Management Inc
Wisconsin
$3.04M +$2.5M +4,242 +459%
EMCIP
1890
Ewing Morris & Co Investment Partners
Ontario, Canada
$3.04M +$3.04M +5,167 New
PWW
1891
Pettyjohn Wood & White
Virginia
$3.04M -$43K -73 -1%
WFAG
1892
Worth Financial Advisory Group
North Carolina
$3.04M -$124K -211 -4%
CCM
1893
Chilton Capital Management
Texas
$3.04M -$829K -1,409 -21%
BPFA
1894
Barnes Pettey Financial Advisors
Mississippi
$3.03M +$575K +977 +23%
PW
1895
Peninsula Wealth
California
$3.03M -$232K -394 -7%
BFWA
1896
Benchmark Financial Wealth Advisors
Florida
$3.02M +$1.28M +2,172 +73%
NRC
1897
New Republic Capital
North Carolina
$3.02M -$198K -337 -6%
CAM
1898
Cidel Asset Management
Ontario, Canada
$3M – – –
CL
1899
COWA LLC
Oklahoma
$3M +$137K +232 +5%
CFA
1900
Cahill Financial Advisors
Minnesota
$2.99M +$20.6K +35 +0.7%
74 75
76
77 78