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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 %
AIP
2026
Almanack Investment Partners
Pennsylvania
$2.48M -$589 -1 -0%
LC
2027
Lavaca Capital
Texas
$2.48M +$541K +919 +28%
SWM
2028
SK Wealth Management
Rhode Island
$2.47M +$281K +478 +13%
CFB
2029
Cullen/Frost Bankers
Texas
$2.47M -$366K -621 -13%
AFA
2030
Arlington Financial Advisors
California
$2.46M -$318K -540 -11%
SWM
2031
StoneCrest Wealth Management
Arizona
$2.46M -$95.4K -162 -4%
RMC
2032
Resources Management Corp
Connecticut
$2.46M -$41.2K -70 -2%
TPW
2033
Talon Private Wealth
Florida
$2.45M -$8.24K -14 -0.3%
CBT
2034
Central Bank & Trust
Kentucky
$2.45M +$347K +589 +16%
HWA
2035
HHM Wealth Advisors
Tennessee
$2.45M +$1.27M +2,150 +107%
SAM
2036
SP Asset Management
California
$2.44M +$153K +260 +7%
RBFC
2037
Roman Butler Fullerton & Co
Missouri
$2.44M +$602 +1 +0%
LFA
2038
LGT Financial Advisors
Texas
$2.43M +$189K +320 +8%
PP
2039
Patten & Patten
Tennessee
$2.43M +$1.77K +3 +0.1%
JC
2040
Jentner Corp
Ohio
$2.43M +$254K +431 +12%
OPWM
2041
Oregon Pacific Wealth Management
Oregon
$2.42M +$2.42M +4,118 New
TC
2042
Truvestments Capital
Florida
$2.42M -$64.2K -109 -3%
IAA
2043
Ironsides Asset Advisors
North Carolina
$2.41M – – –
NOI
2044
Newton One Investments
Delaware
$2.41M +$967K +1,642 +67%
OCG
2045
Opus Capital Group
Ohio
$2.41M -$10.6K -18 -0.4%
SMH
2046
Sanders Morris Harris
Texas
$2.4M -$14.8K -25 -0.6%
TIAM2
2047
Tru Independence Asset Management 2
Oregon
$2.4M +$80.1K +136 +3%
DFG
2048
Delta Financial Group
New Jersey
$2.4M +$2.4M +4,071 New
UAG
2049
United Advisor Group
Ohio
$2.39M -$116K -197 -5%
CI
2050
Ceera Investments
Texas
$2.38M -$45.9K -78 -2%
80 81
82
83 84