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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 %
WAS
2351
Wealth Advisory Solutions
Indiana
$1.41M +$132K +224 +10%
NCM
2352
NCM Capital Management
New Jersey
$1.4M -$28.8K -49 -2%
R
2353
Rebalance
California
$1.4M -$47.7K -81 -3%
CNB
2354
Camden National Bank
Maine
$1.4M -$30K -51 -2%
TW
2355
TrinityPoint Wealth
Connecticut
$1.4M -$1.77K -3 -0.1%
SFS
2356
Sharp Financial Services
Pennsylvania
$1.4M +$701K +1,191 +100%
MMG
2357
Monetary Management Group
Missouri
$1.4M -$147K -250 -10%
CWM
2358
CIBC World Markets
New York
$1.4M -$38.3K -65 -3%
CWM
2359
Cabot Wealth Management
Massachusetts
$1.39M -$9.42K -16 -0.7%
IPW
2360
Intergy Private Wealth
Colorado
$1.39M +$84.8K +144 +6%
CWM
2361
Copia Wealth Management
Oregon
$1.39M +$1.39M +2,364 New
AIM
2362
Athena Investment Management
California
$1.39M – – –
HWP
2363
Highline Wealth Partners
California
$1.39M +$1.18K +2 +0.1%
JWM
2364
JFG Wealth Management
Colorado
$1.39M -$274K -465 -16%
DWP
2365
Destiny Wealth Partners
Florida
$1.39M +$23.5K +40 +2%
SRL
2366
Scientech Research LLC
New Jersey
$1.38M +$1.38M +2,349 New
WTA
2367
Washington Trust Advisors
Massachusetts
$1.38M +$27.7K +47 +2%
EFG
2368
Embree Financial Group
Illinois
$1.38M +$5.89K +10 +0.4%
CA
2369
Corrado Advisors
New Jersey
$1.38M -$10K -17 -0.7%
BOM
2370
Bank of Marin
California
$1.37M – – –
MIC
2371
Means Investment Company
Maine
$1.37M +$589 +1 +0%
MCM
2372
Mendel Capital Management
Arkansas
$1.37M +$34.1K +58 +3%
SA
2373
Skyline Advisors
Washington
$1.36M -$12.4K -21 -0.9%
LHWM
2374
Lake Hills Wealth Management
Texas
$1.36M -$4.71K -8 -0.3%
AWA
2375
Authentikos Wealth Advisory
California
$1.36M -$157K -267 -10%
93 94
95
96 97