IVV icon

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 %
HCA
2151
Horan Capital Advisors
Ohio
$1.98M +$5.89K +10 +0.3%
FAM
2152
Formidable Asset Management
Ohio
$1.98M +$11.8K +20 +0.6%
MCM
2153
McRae Capital Management
New Jersey
$1.98M +$101K +171 +5%
OWA
2154
Octavia Wealth Advisors
Ohio
$1.97M -$34.7K -59 -2%
TF
2155
Theory Financial
Colorado
$1.97M -$12.4K -21 -0.6%
T
2156
Tableaux
Massachusetts
$1.97M +$1.97M +3,342 New
S
2157
Sachetta
Massachusetts
$1.96M +$21.2K +36 +1%
RIM
2158
Rockbridge Investment Management
New York
$1.96M -$1.77K -3 -0.1%
ACM
2159
Argent Capital Management
Missouri
$1.96M +$1.29M +2,198 +196%
JIR
2160
James Investment Research
Ohio
$1.95M -$61.2K -104 -3%
FMC
2161
First Merchants Corp
Indiana
$1.95M +$169K +287 +9%
YP
2162
YANKCOM Partnership
South Dakota
$1.95M +$1.95M +3,311 New
SIS
2163
Strategic Investment Solutions
Illinois
$1.95M +$145K +301 +8%
RPWA
2164
Regent Peak Wealth Advisors
Georgia
$1.95M +$5.3K +9 +0.3%
TCOT
2165
Trust Company of Toledo
Ohio
$1.94M – – –
PWM
2166
PBMares Wealth Management
Virginia
$1.94M +$68.3K +116 +4%
HFS
2167
Heritage Financial Services
Massachusetts
$1.94M +$217K +369 +13%
WA
2168
Whipplewood Advisors
Colorado
$1.93M +$1.93M +3,287 New
TTWM
2169
TCV Trust & Wealth Management
Virginia
$1.93M -$3.53K -6 -0.2%
MPCL
2170
My Personal CFO LLC
Washington
$1.93M -$48.9K -83 -2%
ZIG
2171
Zullo Investment Group
Pennsylvania
$1.93M -$15.3K -26 -0.8%
MAA
2172
Matrix Asset Advisors
New York
$1.92M +$7.06K +12 +0.4%
LOPW
2173
Live Oak Private Wealth
North Carolina
$1.92M -$24.7K -42 -1%
MCM
2174
Maple Capital Management
Vermont
$1.92M -$140K -238 -7%
AFO
2175
Allie Family Office
Florida
$1.91M -$440K -730 -19%
85 86
87
88 89