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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 %
AT
2526
Avalon Trust
New Mexico
$1.02M – – –
JE
2527
JMAC Enterprises
Pennsylvania
$1.02M -$7.06K -12 -0.7%
RAM
2528
Redmond Asset Management
Virginia
$1.02M +$241K +410 +31%
CCT
2529
Capital City Trust
Florida
$1.02M – – –
ARC
2530
Advisor Resource Council
Texas
$1.01M -$6.04M -10,262 -86%
SC
2531
Stephens Consulting
Michigan
$1.01M -$161K -274 -14%
SIG
2532
Sky Investment Group
Connecticut
$1.01M -$1.13M – –
CWA
2533
Cura Wealth Advisors
Illinois
$1.01M +$1.01M +1,712 New
IWS
2534
Insight Wealth Strategies
California
$1.01M +$19.4K +33 +2%
TCCM
2535
Timber Creek Capital Management
Massachusetts
$1M – – –
GL
2536
Gerber LLC
Ohio
$1M – – –
HWM
2537
Horizon Wealth Management
Illinois
$1M +$1M +1,702 New
CG
2538
CFO4Life Group
Texas
$998K -$7.66K -13 -0.8%
LSWP
2539
Liberty Square Wealth Partners
Pennsylvania
$997K +$997K +1,628 New
CAAS
2540
Capital Asset Advisory Services
Michigan
$997K -$63K -106 -6%
PAM
2541
PVG Asset Management
Colorado
$994K -$108K -183 -10%
KFP
2542
Keener Financial Planning
Texas
$993K – – –
TCM
2543
Towneley Capital Management
California
$990K -$73K -124 -7%
SAM
2544
Sompo Asset Management
Japan
$989K -$94.2K -160 -9%
SOADOR
2545
State of Alaska Department of Revenue
Alaska
$988K +$988K +1,680 New
GI
2546
GLOBALT Investments
Georgia
$988K -$182K -310 -16%
CHAM
2547
Clear Harbor Asset Management
Connecticut
$988K +$502K +852 +103%
HSG
2548
Helen Stephens Group
Texas
$987K -$5.89K -10 -0.6%
Members Trust
2549
Members Trust
Florida
$987K -$158K -269 -14%
SIC
2550
SJS Investment Consulting
Ohio
$984K +$477K +811 +94%
100 101
102
103 104