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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 %
TH
2326
Team Hewins
California
$1.48M – – –
LWA
2327
Lantern Wealth Advisors
New York
$1.47M -$47.7K -81 -3%
AFW
2328
Avantra Family Wealth
Pennsylvania
$1.47M +$1.47M +2,504 New
ML
2329
Mayport LLC
Massachusetts
$1.47M +$687K +1,167 +87%
GFM
2330
GEN Financial Management
Minnesota
$1.47M +$1.47M +2,495 New
RFG
2331
Range Financial Group
Oregon
$1.47M +$187K +318 +15%
PA
2332
Parkside Advisors
California
$1.46M -$186K -316 -11%
JSSH
2333
J. Safra Sarasin Holding
$1.46M -$47.2K -80 -3%
CPSC
2334
Carl P. Sherr & Co
Massachusetts
$1.45M -$49.4K -84 -3%
SW
2335
SkyOak Wealth
Michigan
$1.45M +$57.1K +97 +4%
WW
2336
Waterfront Wealth
Kansas
$1.45M -$8.24K -14 -0.6%
KLI
2337
Kelman-Lazarov Inc
Tennessee
$1.44M -$398K -676 -22%
BFA
2338
Brown Financial Advisory
Alabama
$1.44M -$54.7K -93 -4%
MAWA
2339
Moss Adams Wealth Advisors
Washington
$1.44M -$416K -706 -22%
CP
2340
Canopy Partners
Ohio
$1.43M -$34.7K -59 -2%
FWA
2341
FSC Wealth Advisors
New York
$1.43M +$100K +170 +8%
GWA
2342
Geometric Wealth Advisors
District of Columbia
$1.42M +$58.9K +100 +4%
BWL
2343
Bogart Wealth LLC
Virginia
$1.42M -$18.8K -32 -1%
BFA
2344
Bragg Financial Advisors
North Carolina
$1.42M +$201K +342 +17%
WGC
2345
Watts Gwilliam & Co
Arizona
$1.42M -$42.6K -72 -3%
LDB
2346
Lee, Danner & Bass
Tennessee
$1.41M +$990K +1,682 +233%
CWM
2347
ClientFirst Wealth Management
Arkansas
$1.41M +$1.41M +2,391 New
SFA
2348
Seneca Financial Advisors
New York
$1.41M +$3.53K +6 +0.3%
CSPIA
2349
Cary Street Partners Investment Advisory
Virginia
$1.41M -$14.8M -25,100 -91%
PSC
2350
Prentiss Smith & Co
Vermont
$1.41M -$106K -180 -7%
92 93
94
95 96