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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 %
AMCA
2401
Arthur M. Cohen & Associates
Illinois
$1.31M +$3.53K +6 +0.3%
BI
2402
BFI Infinity
Switzerland
$1.3M +$1.3M +2,213 New
OHIS
2403
Oak Harvest Investment Services
Texas
$1.3M – – –
HFS
2404
HBC Financial Services
Washington
$1.3M -$70.6K -120 -5%
VCAM
2405
Van Cleef Asset Management
Ohio
$1.3M -$21.2K -36 -2%
RWA
2406
Roberts Wealth Advisors
California
$1.3M +$19.7K +33 +2%
TIA
2407
Tiemann Investment Advisors
California
$1.29M +$78.9K +134 +6%
CIA
2408
Cape Investment Advisory
Georgia
$1.29M -$54.7K -93 -4%
CKAIS
2409
Christensen King & Associates Investment Services
Washington
$1.29M -$10.3K -17 -0.8%
CWMS
2410
Cannon Wealth Management Services
North Carolina
$1.29M +$28.2K +47 +2%
CCA
2411
Criterion Capital Advisors
Tennessee
$1.29M – – –
MFWP
2412
Mosaic Family Wealth Partners
Missouri
$1.29M -$220K -373 -15%
W
2413
Wealthquest
Ohio
$1.29M -$30K -51 -2%
WLIM
2414
White Lighthouse Investment Management
Massachusetts
$1.28M +$27.7K +47 +2%
NWMP
2415
Noble Wealth Management PBC
Colorado
$1.28M +$1.28M +2,173 New
SWA
2416
Sightline Wealth Advisors
Connecticut
$1.28M +$20.6K +35 +2%
CA
2417
Clune & Associates
Illinois
$1.27M +$1.27M +2,160 New
FWM
2418
Focused Wealth Management
New York
$1.27M -$23.5K -40 -2%
BWM
2419
Birchcreek Wealth Management
Ohio
$1.27M -$132K -225 -9%
CWM
2420
CCG Wealth Management
California
$1.27M +$5.89K +10 +0.5%
FNBTCON
2421
First National Bank & Trust Co of Newtown
Pennsylvania
$1.27M +$247K +420 +24%
BA
2422
Ballast Advisors
Minnesota
$1.27M -$111K -189 -8%
AFG
2423
ABLE Financial Group
Arizona
$1.27M -$125K -213 -9%
GWAG
2424
Garrett Wealth Advisory Group
Texas
$1.26M -$480K -815 -28%
CCM
2425
Crew Capital Management
Ohio
$1.26M -$4.12K -7 -0.3%
95 96
97
98 99