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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 %
BO
2101
Bank OZK
Arkansas
$2.17M +$36.5K +62 +2%
DFC
2102
DBK Financial Counsel
Ohio
$2.17M – – –
NSAM
2103
North Star Asset Management
Wisconsin
$2.17M +$170K +289 +9%
PFSC
2104
Peoples Financial Services Corp
Pennsylvania
$2.17M -$45.9K -78 -2%
CB
2105
Cadence Bank
Mississippi
$2.16M -$75.4K -128 -3%
DI
2106
Disciplined Investments
Oklahoma
$2.15M +$223K +379 +12%
NAM
2107
NTV Asset Management
West Virginia
$2.15M +$1.18K +2 +0.1%
BCMLT
2108
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.15M +$9.42K +16 +0.4%
WI
2109
Wedgewood Investors
Pennsylvania
$2.14M -$1.77K -3 -0.1%
FAI
2110
Fiduciary Advisors Inc
Missouri
$2.13M +$2.13M +3,622 New
ECM
2111
Exchange Capital Management
Michigan
$2.13M -$40.6K -69 -2%
WCM
2112
Weik Capital Management
Pennsylvania
$2.11M -$38.3K -65 -2%
PFM
2113
Peak Financial Management
Massachusetts
$2.11M +$71.8K +122 +4%
IFWM
2114
Institute for Wealth Management
Colorado
$2.1M -$271K -460 -11%
WSWA
2115
Warren Street Wealth Advisors
California
$2.1M -$8.83K -15 -0.4%
HA
2116
Huntleigh Advisors
Missouri
$2.08M +$2.08M +3,541 New
JCM
2117
J2 Capital Management
Michigan
$2.08M +$2.08M +3,538 New
MI
2118
Moneywise Inc
Virginia
$2.08M -$341K -579 -14%
FVCM
2119
F&V Capital Management
Florida
$2.08M +$132K +225 +7%
SWM
2120
SeaCrest Wealth Management
New York
$2.08M -$29.4K -50 -1%
BIG
2121
Builder Investment Group
Georgia
$2.07M -$10K -17 -0.5%
AO
2122
Advisor OS
Illinois
$2.07M +$333K +566 +19%
AFG
2123
Allegheny Financial Group
Pennsylvania
$2.07M +$158K +268 +8%
TI
2124
tru Independence
Oregon
$2.07M -$90.1K -153 -4%
FTC
2125
Farmers Trust Company
Ohio
$2.06M -$7.06K -12 -0.3%
83 84
85
86 87