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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 %
FA
2251
Financial Advisors
Massachusetts
$1.67M – – –
EI
2252
Ellevest Inc
New York
$1.67M -$7.61M -12,934 -82%
LFG
2253
Lockerman Financial Group
California
$1.67M +$148K +252 +10%
PA
2254
Prossimo Advisors
California
$1.67M +$34.7K +59 +2%
Toronto Dominion Bank
2255
Toronto Dominion Bank
Ontario, Canada
$1.66M +$21.8K +37 +1%
BOPW
2256
Brandywine Oak Private Wealth
Pennsylvania
$1.66M -$119K -202 -7%
LWCFA
2257
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.66M +$211K +350 +15%
FWM
2258
Forza Wealth Management
Florida
$1.65M -$254K -432 -13%
BC
2259
Burney Company
Virginia
$1.65M -$250K -425 -13%
MBI
2260
May Barnhard Investments
Maryland
$1.65M +$4.12K +7 +0.3%
RBC
2261
Roble Belko & Company
Pennsylvania
$1.65M -$52.4K -89 -3%
FIM
2262
FWL Investment Management
Texas
$1.64M -$191K -324 -10%
TW
2263
Traveka Wealth
California
$1.64M -$206K -350 -11%
SI
2264
Saxon Interests
Texas
$1.64M -$188K -320 -10%
FCT
2265
First Community Trust
Iowa
$1.64M – – –
COI
2266
Connable Office Inc
Michigan
$1.64M – – –
WWP
2267
WR Wealth Planners
Missouri
$1.64M -$2.65M -4,510 -62%
ODG
2268
O'Dell Group
Ohio
$1.63M +$2.94K +5 +0.2%
PCM
2269
Princeton Capital Management
New Jersey
$1.63M +$135K +230 +9%
VF
2270
Vista Finance
Missouri
$1.62M – – –
AAS
2271
Asset Allocation Strategies
Michigan
$1.62M +$197K +325 +14%
SIA
2272
Strategic Investment Advisors
Michigan
$1.61M +$442K +751 +38%
BCA
2273
Bay Capital Advisors
Virginia
$1.61M +$1.61M +2,741 New
AAM
2274
Austin Asset Management
Texas
$1.61M +$164K +279 +11%
DWM
2275
Diversify Wealth Management
Utah
$1.61M +$152K +260 +10%
89 90
91
92 93