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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 %
DWA
2201
Delap Wealth Advisory
Oregon
$1.81M +$889K +1,511 +97%
MA
2202
MBA Advisors
Pennsylvania
$1.8M -$1.21M -2,049 -40%
KAM
2203
KEB Asset Management
Illinois
$1.8M – – –
CICC
2204
Capital Investment Counsel (Colorado)
Colorado
$1.8M -$390K -663 -18%
BFC
2205
Blue Fin Capital
Rhode Island
$1.79M – – –
PP
2206
Pacifica Partners
Canada
$1.79M +$78.1K +133 +5%
VAMG
2207
Voisard Asset Management Group
Michigan
$1.79M -$82.4K -140 -4%
JWWM
2208
Johnson & White Wealth Management
Pennsylvania
$1.79M +$1.79M +3,039 New
SWM
2209
Sugarloaf Wealth Management
Georgia
$1.78M -$21.2K -36 -1%
SCA
2210
Scott Capital Advisors
Oregon
$1.78M +$5.26K +9 +0.3%
CB
2211
CNB Bank
Pennsylvania
$1.78M -$430K -731 -19%
AWA
2212
Arbor Wealth Advisors
Michigan
$1.78M +$6.48K +11 +0.4%
TA
2213
TrueWealth Advisors
Alabama
$1.78M +$89.5K +152 +5%
APW
2214
Atlantic Private Wealth
North Carolina
$1.78M -$60.6K -103 -3%
MA
2215
MKT Advisors
California
$1.78M -$55.2K -92 -3%
PWA
2216
PCG Wealth Advisors
Kansas
$1.77M -$2.36K -4 -0.1%
SCM
2217
Sebold Capital Management
Illinois
$1.77M – – –
BFP
2218
Briaud Financial Planning
Texas
$1.77M +$59.4K +101 +3%
BI
2219
Bolthouse Investments
California
$1.76M +$1.76M +2,993 New
BFG
2220
Berger Financial Group
Minnesota
$1.76M -$61.2K -104 -3%
FAT
2221
First American Trust
California
$1.75M +$5.3K +9 +0.3%
CG
2222
Corundum Group
Colorado
$1.74M +$1.74M +2,960 New
CTC
2223
Corundum Trust Company
South Dakota
$1.74M – – –
TWP
2224
Triad Wealth Partners
Kansas
$1.74M +$1.74M +2,954 New
RA
2225
Riversedge Advisors
Delaware
$1.74M -$4.71K -8 -0.3%
87 88
89
90 91