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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 %
PL
2226
Parthenon LLC
Kentucky
$1.73M -$2.36K -4 -0.1%
AIC
2227
Archer Investment Corporation
Indiana
$1.73M +$27.1K +46 +2%
FL
2228
FreeGulliver LLC
Louisiana
$1.73M +$172K +293 +11%
GAM
2229
GEM Asset Management
Michigan
$1.73M – – –
PTC
2230
Philadelphia Trust Company
Pennsylvania
$1.73M -$9.42K -16 -0.5%
ACM
2231
Advance Capital Management
Michigan
$1.73M +$2.36K +4 +0.1%
SCP
2232
Sandhill Capital Partners
New York
$1.73M -$207K -351 -11%
FWM
2233
Fonville Wealth Management
Virginia
$1.73M +$71.2K +121 +4%
LA
2234
LexAurum Advisors
Kansas
$1.73M +$539K +915 +45%
AA
2235
Advisory Alpha
Michigan
$1.72M +$415K +705 +32%
SIA
2236
Schechter Investment Advisors
Michigan
$1.72M +$58.3K +99 +4%
MA
2237
Mezzasalma Advisors
New Jersey
$1.72M +$28.3K +48 +2%
MIA
2238
MMBG Investment Advisors
Florida
$1.72M – – –
MSWM
2239
McGlone Suttner Wealth Management
Wisconsin
$1.72M +$264K +449 +18%
BWA
2240
Bordeaux Wealth Advisors
California
$1.71M +$29.4K +50 +2%
SIC
2241
Sterling Investment Counsel
New York
$1.71M -$5.28M -8,972 -76%
VCP
2242
Vista Capital Partners
Oregon
$1.71M -$38.3K -65 -2%
SWM
2243
Sterling Wealth Management
Illinois
$1.71M -$592K -1,005 -26%
SWMP
2244
Signature Wealth Management Partners
New Jersey
$1.7M +$53.6K +91 +3%
FS
2245
Financial Symmetry
North Carolina
$1.7M -$22.4K -38 -1%
FCA
2246
Fortis Capital Advisors
Kansas
$1.7M -$6.24M -11,007 -79%
KLCM
2247
KG&L Capital Management
Louisiana
$1.69M -$3.53K -6 -0.2%
WCAMG
2248
Woodard & Company Asset Management Group
North Carolina
$1.68M -$28.8K -49 -2%
BMC
2249
Benin Management Corp
Connecticut
$1.68M +$25.9K +44 +2%
CCA
2250
Cora Capital Advisors
New Jersey
$1.68M – – –
88 89
90
91 92