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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 %
RIA
2076
Realta Investment Advisors
Delaware
$2.26M -$121K -204 -5%
BTWM
2077
Baker Tilly Wealth Management
Wisconsin
$2.26M -$124K -211 -5%
AWM
2078
Angeles Wealth Management
California
$2.26M -$11.8K -20 -0.5%
LC
2079
LTG Capital
Massachusetts
$2.26M -$48.9K -83 -2%
EF
2080
Envision Financial
Wisconsin
$2.26M +$2.26M +3,832 New
OA
2081
Operose Advisors
Wisconsin
$2.25M -$54.2K -92 -2%
SPWM
2082
Schrum Private Wealth Management
Florida
$2.24M +$1.16M +1,974 +107%
IB
2083
Intrust Bank
Kansas
$2.24M +$27.7K +47 +1%
EL
2084
Essex LLC
Illinois
$2.23M -$28.8K -49 -1%
DP
2085
Denver PWM
Colorado
$2.23M -$38.8K -66 -2%
CCA
2086
Clearwater Capital Advisors
Illinois
$2.22M -$90.1K -153 -4%
HL
2087
HeadInvest LLC
Maine
$2.22M -$84.8K -144 -4%
C1AG
2088
Client 1st Advisory Group
Florida
$2.21M +$261K +443 +13%
PPA
2089
Painted Porch Advisors
California
$2.21M +$177K +300 +9%
PW
2090
PUREfi Wealth
Massachusetts
$2.21M +$2.21M +3,751 New
EWM
2091
Executive Wealth Management
Michigan
$2.21M +$201K +342 +10%
NW
2092
Naviter Wealth
Arkansas
$2.2M – – –
SB
2093
Sunflower Bank
Texas
$2.19M – – –
CPWA
2094
Cerro Pacific Wealth Advisors
California
$2.19M -$17.9K -31 -0.8%
EFL
2095
ERn Financial LLC
Wisconsin
$2.19M +$16.5K +28 +0.8%
VCM
2096
Versant Capital Management
Arizona
$2.18M +$15.9K +27 +0.7%
WAM
2097
Weatherly Asset Management
California
$2.18M – – –
LCM
2098
Lazari Capital Management
California
$2.18M -$440K -748 -17%
PCMH
2099
Polymer Capital Management (HK)
Hong Kong
$2.18M +$2.18M +3,700 New
CV
2100
Counterweight Ventures
North Carolina
$2.17M +$4.71K +8 +0.2%
82 83
84
85 86