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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 %
BFA
2501
Bill Few Associates
Pennsylvania
$1.09M -$29.4K -50 -3%
SVCP
2502
Silicon Valley Capital Partners
California
$1.09M +$3.53K +6 +0.3%
HC
2503
Hamilton Capital
Ohio
$1.09M -$135K -230 -11%
RZH
2504
Relyea Zuckerberg Hanson
Connecticut
$1.08M +$67.1K +114 +7%
FPWM
2505
FSB Premier Wealth Management
Iowa
$1.08M – – –
IPW
2506
IronBridge Private Wealth
Texas
$1.08M – – –
IP
2507
Ignite Planners
California
$1.08M +$390K +655 +57%
AC
2508
Aristides Capital
Kentucky
$1.08M +$1.08M +1,827 New
APIM
2509
Agate Pass Investment Management
Washington
$1.07M +$18.2K +31 +2%
LJAC
2510
L.J. Altfest & Co
New York
$1.07M +$15.3K +26 +1%
CHP
2511
Cable Hill Partners
Oregon
$1.06M -$10.6K -18 -1%
LBC
2512
Leigh Baldwin & Co
New York
$1.05M +$1.05M +1,787 New
PCMC
2513
Private Capital Management (Colorado)
Colorado
$1.05M +$21.2K +36 +2%
RIL
2514
Rothschild Investment LLC
Illinois
$1.05M +$60.6K +103 +6%
KFG
2515
Kelly Financial Group
Connecticut
$1.05M +$1.05M +1,780 New
SCM
2516
Sage Capital Management
New Jersey
$1.04M +$1.77K +3 +0.2%
RK
2517
Rather & Kittrell
Tennessee
$1.04M -$144K -244 -12%
PPH
2518
Pure Portfolios Holdings
Oregon
$1.03M -$13K -22 -1%
JSA
2519
Jim Saulnier & Associates
Colorado
$1.03M +$589 +1 +0.1%
ACA
2520
Atlas Capital Advisors
Wyoming
$1.03M +$332K +564 +47%
WWA
2521
Wealth Watch Advisors
Colorado
$1.03M +$1.03M +1,752 New
CBB
2522
Citizens Business Bank
California
$1.03M -$1.85M -1,125 -64%
AI
2523
Axecap Investments
Ohio
$1.03M -$18.8K -32 -2%
TAM
2524
Tocqueville Asset Management
New York
$1.03M – – –
TWM
2525
Trinity Wealth Management
Pennsylvania
$1.02M – – –
99 100
101
102 103