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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 %
OLVIG
2276
Oliver Lagore Vanvalin Investment Group
Michigan
$1.61M +$45.3K +77 +3%
TCBWMS
2277
Texas Capital Bank Wealth Management Services
Texas
$1.6M +$58.3K +99 +4%
FA
2278
Faithward Advisors
Pennsylvania
$1.6M -$3.53K -6 -0.2%
MCM
2279
Morton Capital Management
California
$1.6M +$197K +334 +14%
KPP
2280
Kings Path Partners
Texas
$1.59M +$802K +1,362 +101%
CS
2281
Capital Square
Tennessee
$1.59M +$6.72K +11 +0.4%
SO
2282
Sierra Ocean
California
$1.58M +$1.58M +2,679 New
TL
2283
Tradewinds LLC
North Carolina
$1.58M -$565K -931 -26%
JWS
2284
Juncture Wealth Strategies
Arizona
$1.57M +$794K +1,349 +102%
FOR
2285
Family Office Research
Maryland
$1.57M +$1.57M +2,670 New
IWA
2286
Inspirion Wealth Advisors
Illinois
$1.57M -$353K -596 -18%
FIM
2287
Freedom Investment Management
Connecticut
$1.57M -$1.36M -2,304 -46%
EP
2288
EPIQ Partners
Minnesota
$1.56M +$17.1K +29 +1%
AIA
2289
Arbor Investment Advisors
North Carolina
$1.56M – – –
RRA
2290
Round Rock Advisors
Connecticut
$1.56M -$23.5K -40 -1%
BI
2291
Bradyco Inc
Massachusetts
$1.55M +$1.55M +1,823 New
FWP
2292
Family Wealth Partners
North Carolina
$1.55M -$14.7K -25 -0.9%
FAG
2293
Fortitude Advisory Group
Washington
$1.55M -$23.5K -40 -2%
NWM
2294
Northwest Wealth Management
Iowa
$1.54M -$8.24K -14 -0.5%
TFA
2295
Toth Financial Advisory
Virginia
$1.54M +$80.1K +136 +5%
EM
2296
Excalibur Management
Massachusetts
$1.54M +$58.9K +100 +4%
EIM
2297
Ervin Investment Management
Washington
$1.54M -$77.7K -132 -5%
MIG
2298
McGuire Investment Group
Rhode Island
$1.54M -$5.89K -10 -0.4%
ACS
2299
Archford Capital Strategies
Illinois
$1.54M +$37.1K +63 +2%
EHC
2300
Everett Harris & Co
California
$1.54M -$83.6K -142 -5%
90 91
92
93 94