IVV icon

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 %
HIS
2451
Harvest Investment Services
Illinois
$1.2M -$7.65K -13 -0.6%
HCP
2452
Hardin Capital Partners
South Carolina
$1.2M – – –
VIM
2453
Vista Investment Management
Pennsylvania
$1.19M -$17.7K -30 -1%
RAS
2454
RPS Advisory Solutions
Kentucky
$1.19M +$38.3K +65 +3%
CAM
2455
Cozad Asset Management
Illinois
$1.19M +$589 +1 +0%
RFA
2456
Rollins Financial Advisors
New York
$1.18M +$27.1K +46 +2%
OWA
2457
Opal Wealth Advisors
New York
$1.18M +$140K +238 +13%
NF
2458
Nvest Financial
New Hampshire
$1.18M +$1.18M +2,006 New
MS
2459
Madden Securities
Texas
$1.18M – – –
FFC
2460
Frederick Financial Consultants
Maryland
$1.18M +$1.18M +1,998 New
SBF
2461
Sara-Bay Financial
Florida
$1.18M +$7.68K +13 +0.7%
OFS
2462
OneAscent Financial Services
Alabama
$1.18M +$1.18M +1,995 New
MSWM
2463
Mowery & Schoenfeld Wealth Management
Illinois
$1.17M +$616K +1,047 +110%
LRIA
2464
Leonard Rickey Investment Advisors
Washington
$1.17M -$21.8K -37 -2%
FGWP
2465
Founders Grove Wealth Partners
Virginia
$1.17M +$1.17M +1,990 New
T
2466
Transce3nd
Texas
$1.17M +$1.17M +1,989 New
JF
2467
Joule Financial
Kentucky
$1.17M +$101K +172 +9%
BFIM
2468
Beese Fulmer Investment Management
Ohio
$1.17M +$1.77K +3 +0.2%
CCP
2469
Clarity Capital Partners
California
$1.16M -$30K -51 -3%
MFGM
2470
Marshall Financial Group (Maryland)
Maryland
$1.16M -$6.48K -11 -0.6%
JFGLC
2471
Johnson Financial Group LLC (Colorado)
Colorado
$1.16M +$249K +423 +27%
MG
2472
McHugh Group
Ohio
$1.16M +$1.16M +1,967 New
FSA
2473
Fort Sheridan Advisors
Illinois
$1.16M -$8.24K -14 -0.7%
ACM
2474
Ardent Capital Management
Ohio
$1.16M – – –
DA
2475
Drake & Associates
Wisconsin
$1.15M -$1.81K -3 -0.2%
97 98
99
100 101