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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 %
BDFN
2426
Bond & Devick Financial Network
Minnesota
$1.26M – – –
RIM
2427
Redwood Investment Management
Arizona
$1.26M +$70.6K +120 +6%
SCM
2428
Sterling Capital Management
North Carolina
$1.25M +$966K +1,641 +337%
AP
2429
Atwood & Palmer
Missouri
$1.25M – – –
CP
2430
Clarendon Private
Massachusetts
$1.25M +$1.25M +2,118 New
HA
2431
Herold Advisors
New York
$1.25M +$13.6K +23 +1%
CFCI
2432
Comprehensive Financial Consultants Institutional
Indiana
$1.25M -$22.4K -38 -2%
SNBOSD
2433
Security National Bank of So Dak
Iowa
$1.25M +$16.5K +28 +1%
CS
2434
Cannell & Spears
New York
$1.24M – – –
AA
2435
Addison Advisors
Vermont
$1.24M +$504K +857 +69%
STB
2436
S&T Bank
Pennsylvania
$1.24M – – –
FWM
2437
FMB Wealth Management
California
$1.24M – – –
YC
2438
Yarbrough Capital
Tennessee
$1.24M – – –
III
2439
Independent Investors Inc
New York
$1.23M -$5.89K -10 -0.5%
BWG
2440
Balanced Wealth Group
Ohio
$1.23M -$13.3K -22 -1%
KFC
2441
Klingenstein Fields & Co
New York
$1.23M +$93K +158 +8%
PCI
2442
Planning Center Inc
Illinois
$1.22M – – –
DW
2443
Dodds Wealth
Colorado
$1.22M +$11K +18 +0.9%
IP
2444
Integras Partners
Georgia
$1.22M +$1.22M +2,063 New
ST
2445
Spinnaker Trust
Maine
$1.21M +$196K +333 +19%
SAA
2446
Southeast Asset Advisors
Georgia
$1.21M – – –
NFA
2447
Northwest Financial Advisors
Virginia
$1.21M +$181K +307 +18%
SAM
2448
Sequent Asset Management
Texas
$1.2M +$669K +1,137 +125%
HOWA
2449
Heritage Oak Wealth Advisors
Florida
$1.2M +$1.2M +2,040 New
MWA
2450
Muirfield Wealth Advisors
North Carolina
$1.2M +$211K +358 +21%
96 97
98
99 100