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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 %
SW
2176
SlateStone Wealth
Florida
$1.91M – – –
ITIM
2177
Indiana Trust & Investment Management
Indiana
$1.91M -$169K -287 -8%
BPAMU
2178
BTG Pactual Asset Management US
New York
$1.91M – – –
ISB
2179
Iowa State Bank
Iowa
$1.9M – – –
VAF
2180
Values Added Financial
District of Columbia
$1.9M +$7.06K +12 +0.4%
ACP
2181
Aviance Capital Partners
Florida
$1.89M +$6.48K +11 +0.3%
SC
2182
Searle & Co
Connecticut
$1.88M +$663K +1,126 +54%
RF
2183
Rossby Financial
Florida
$1.87M +$1.87M +3,181 New
CFS
2184
Cannon Financial Strategists
Georgia
$1.87M -$17.7K -30 -0.9%
CWA
2185
Clarity Wealth Advisors
California
$1.87M +$115K +195 +7%
KCM
2186
Kornitzer Capital Management
Kansas
$1.87M +$132K +225 +8%
TWM
2187
Tradition Wealth Management
Minnesota
$1.86M +$108K +184 +6%
WCWM
2188
Willow Creek Wealth Management
California
$1.86M -$47.1K -80 -2%
LFG
2189
Lazard Frères Gestion
France
$1.85M -$206K -350 -10%
GA
2190
Goldstein Advisors
Wisconsin
$1.85M -$13.5K -23 -0.7%
UL
2191
Unionview LLC
Washington
$1.85M +$18.8K +32 +1%
WWA
2192
Wingate Wealth Advisors
Massachusetts
$1.84M +$1.84M +3,131 New
FWM
2193
Fingerlakes Wealth Management
New York
$1.84M -$1.77K -3 -0.1%
NFP
2194
Narus Financial Partners
Utah
$1.84M -$58.9K -100 -3%
OPCM
2195
Osborne Partners Capital Management
California
$1.84M -$58.9K -100 -3%
CWG
2196
Crown Wealth Group
North Carolina
$1.83M +$948K +1,610 +107%
LA
2197
LM Advisors
California
$1.83M +$45.9K +78 +3%
FFG
2198
Fortress Financial Group
Minnesota
$1.83M +$1.83M +3,105 New
JMFC
2199
J.M. Forbes & Co
Massachusetts
$1.82M – – –
AFAS
2200
Acorn Financial Advisory Services
Virginia
$1.82M +$108K +184 +6%
86 87
88
89 90