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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 %
MWC
1976
MBM Wealth Consultants
Missouri
$2.69M -$42.3K -72 -2%
STA
1977
Smith Thornton Advisors
Alabama
$2.68M -$37.7K -64 -1%
GIA
1978
GHP Investment Advisors
Colorado
$2.68M +$51.2K +87 +2%
MIIM
1979
Mesirow Institutional Investment Management
Illinois
$2.68M +$10K +17 +0.4%
APP
1980
Avantax Planning Partners
Iowa
$2.67M +$16.5K +28 +0.6%
CMP
1981
Courage Miller Partners
Virginia
$2.67M -$13K -22 -0.5%
RF
1982
Roxbury Financial
New Jersey
$2.67M +$2.67M +4,407 New
VWM
1983
Vigilare Wealth Management
Arizona
$2.66M +$235K +400 +10%
VST
1984
Van Strum & Towne
California
$2.66M -$229K -389 -8%
PL
1985
Plancorp LLC
Missouri
$2.65M -$61.2K -104 -2%
FWP
1986
Falcon Wealth Planning
California
$2.65M +$1.61M +2,738 +156%
FDCP
1987
Foster Dykema Cabot & Partners
Massachusetts
$2.63M -$38.3K -65 -1%
AW
1988
Alteri Wealth
California
$2.63M +$2.63M +4,466 New
FM
1989
Family Management
New York
$2.62M +$157K +266 +6%
KWM
1990
Kaydan Wealth Management
Michigan
$2.61M +$502K +852 +24%
WE
1991
Wealth Effects
Massachusetts
$2.61M +$7.06K +12 +0.3%
EAM
1992
Empirical Asset Management
Massachusetts
$2.61M +$669K +1,137 +35%
HPC
1993
Hobart Private Capital
North Carolina
$2.6M -$69.5K -118 -3%
FFS
1994
Flavin Financial Services
Florida
$2.6M +$2.6M +4,412 New
BMO
1995
Beck Mack & Oliver
New York
$2.59M – – –
TYCC
1996
Texas Yale Capital Corp
Florida
$2.58M – – –
FC
1997
Financial Consulate
Maryland
$2.58M -$83.6K -142 -3%
OPWM
1998
Oxinas Partners Wealth Management
Indiana
$2.58M +$8.24K +14 +0.3%
TD Asset Management
1999
TD Asset Management
Ontario, Canada
$2.58M +$267K +454 +12%
MCM
2000
Mainstream Capital Management
California
$2.57M +$95.4K +162 +4%
78 79
80
81 82