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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 %
ONST
2051
Old North State Trust
North Carolina
$2.36M +$2.1M +3,562 +792%
LC
2052
Lincoln Capital
Nebraska
$2.36M +$118K +200 +5%
MMHP
2053
Murphy Middleton Hinkle & Parker
Georgia
$2.34M +$28.3K +48 +1%
MAG
2054
Mayfair Advisory Group
Alabama
$2.34M +$79.5K +135 +4%
NBWM
2055
North Berkeley Wealth Management
California
$2.33M +$2.33M +3,963 New
KFI
2056
Key Financial Inc
Pennsylvania
$2.32M -$16.5K -28 -0.7%
CCA
2057
Cobblestone Capital Advisors
New York
$2.32M -$1.18K -2 -0.1%
PWM
2058
PMG Wealth Management
Illinois
$2.31M +$2.31M +3,927 New
VCM
2059
Virtue Capital Management
Tennessee
$2.31M -$247K -419 -10%
OWA
2060
ORBA Wealth Advisors
Illinois
$2.31M -$41.2K -70 -2%
WHCI
2061
W.H. Cornerstone Investments
Massachusetts
$2.3M +$8.24K +14 +0.4%
YDMI
2062
Y.D. More Investments
Israel
$2.3M -$15.3K -26 -0.7%
ACA
2063
Aspire Capital Advisors
Washington
$2.3M +$1.18K +2 +0.1%
RSF
2064
Rik Saylor Financial
Ohio
$2.3M +$2.3M +3,899 New
WIC
2065
Woodmont Investment Counsel
Tennessee
$2.29M +$35.3K +60 +2%
BP
2066
BNP Paribas
France
$2.28M +$818K +1,389 +56%
FPB
2067
First PREMIER Bank
South Dakota
$2.28M -$256K -434 -10%
SPIO
2068
Seven Post Investment Office
California
$2.27M – – –
AWM
2069
Accurate Wealth Management
Florida
$2.27M +$114K +195 +5%
CIS
2070
Continental Investors Services
Washington
$2.27M -$176K -299 -7%
CFO
2071
Collective Family Office
Pennsylvania
$2.27M -$4.71K -8 -0.2%
CCM
2072
Cohen Capital Management
California
$2.27M +$4.71K +8 +0.2%
KWM
2073
KFG Wealth Management
Indiana
$2.27M -$48.9K -83 -2%
AIP
2074
ARS Investment Partners
New York
$2.27M -$15.9K -27 -0.7%
ACI
2075
Alpha Cubed Investments
California
$2.26M -$64.8K -110 -3%
81 82
83
84 85