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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 %
KCAM
1926
Kagan Cocozza Asset Management
New Jersey
$2.86M +$2.86M +4,865 New
TCOT
1927
Trust Company of Tennessee
Tennessee
$2.85M +$24.1K +41 +0.9%
FCM
1928
Fortis Capital Management
Washington
$2.85M -$55.9K -95 -2%
MWA
1929
Monograph Wealth Advisors
California
$2.85M – – –
First Manhattan
1930
First Manhattan
New York
$2.84M +$430K +731 +18%
AF
1931
Alerus Financial
North Dakota
$2.83M -$1.77K -3 -0.1%
UCMOK
1932
United Capital Management of KS
Kansas
$2.83M -$231K -393 -8%
HFS
1933
Hopwood Financial Services
Virginia
$2.82M +$2.82M +4,797 New
IDBONY
1934
Israel Discount Bank of New York
New York
$2.82M -$1.38M -2,351 -33%
GCM
1935
Generation Capital Management
New York
$2.82M +$2.82M +4,793 New
TCWM
1936
Total Clarity Wealth Management
Illinois
$2.82M -$535K -908 -16%
EWA
1937
Encompass Wealth Advisors
Oregon
$2.82M +$541K +919 +24%
CWM
1938
Castle Wealth Management
Florida
$2.82M -$189K -321 -6%
LWP
1939
Laurel Wealth Planning
Minnesota
$2.81M -$180K -305 -6%
SIMG
1940
Sonora Investment Management Group
Arizona
$2.81M -$44.2K -75 -2%
WAG
1941
Wallace Advisory Group
California
$2.8M -$270K -468 -9%
MCM
1942
Mengis Capital Management
Oregon
$2.8M -$12.4K -21 -0.4%
OWMIAS
1943
One Wealth Management Investment & Advisory Services
Florida
$2.8M -$59.5K -101 -2%
IBOK
1944
Independence Bank of Kentucky
Kentucky
$2.8M +$889K +1,511 +47%
RMDI
1945
R.M. Davis Inc
Maine
$2.79M -$33.6K -57 -1%
FSA
1946
Financial Services Advisory
Maryland
$2.79M -$7.06M -11,993 -72%
AWM
1947
Aprio Wealth Management
Georgia
$2.78M +$261K +443 +10%
SPWM
1948
Spartan Planning & Wealth Management
North Carolina
$2.78M +$2.78M +4,725 New
DC
1949
Darrow Company
Massachusetts
$2.78M -$8.83K -15 -0.3%
MA
1950
MONECO Advisors
Connecticut
$2.77M +$432K +734 +18%
76 77
78
79 80