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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 %
CF
1901
Centaurus Financial
California
$2.99M +$380K +646 +15%
SWA
1902
Sterling Wealth Advisors
Florida
$2.98M +$2.98M +5,057 New
LSA
1903
Lansing Street Advisors
Pennsylvania
$2.97M -$1.21M -2,061 -29%
NCM
1904
Northwest Capital Management
Oregon
$2.95M -$202K -343 -6%
SCTC
1905
Sanibel Captiva Trust Company
Florida
$2.95M +$347K +589 +13%
TAM
1906
Titleist Asset Management
Texas
$2.94M +$106K +180 +4%
CSC
1907
Caldwell Sutter Capital
California
$2.94M -$5.89K -10 -0.2%
GKIM
1908
GW&K Investment Management
Massachusetts
$2.94M +$985K +1,673 +50%
CF
1909
Corrigan Financial
Rhode Island
$2.93M -$105K -178 -3%
AIM
1910
Arcadia Investment Management
Michigan
$2.92M – – –
GSEP
1911
Golden State Equity Partners
California
$2.92M +$1.27M +2,159 +77%
MGW
1912
MB Generational Wealth
Washington
$2.92M – – –
KBFS
1913
Kohmann Bosshard Financial Services
Ohio
$2.91M +$84.2K +143 +3%
PWM
1914
Paulson Wealth Management
Illinois
$2.91M -$27.7K -47 -0.9%
MWM
1915
Melfa Wealth Management
Massachusetts
$2.9M -$37.7K -64 -1%
AP
1916
Appleton Partners
Massachusetts
$2.9M -$104K -177 -3%
RCWMU
1917
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.9M – – –
APW
1918
Austin Private Wealth
Texas
$2.9M -$341K -580 -11%
BCM
1919
Birmingham Capital Management
Alabama
$2.89M -$992K -1,685 -26%
KCPG
1920
Kavar Capital Partners Group
Kansas
$2.88M +$23K +39 +0.8%
CTFG
1921
Capstone Triton Financial Group
Oklahoma
$2.88M -$46.5K -79 -2%
GWA
1922
Gratus Wealth Advisors
Virginia
$2.87M -$13.5K -23 -0.5%
AFA
1923
American Financial Advisors
Georgia
$2.87M +$17.1K +29 +0.6%
CCA
1924
Clarity Capital Advisors
Florida
$2.87M +$8.83K +15 +0.3%
NC
1925
Napatree Capital
Rhode Island
$2.87M +$11.8K +20 +0.4%
75 76
77
78 79