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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 %
FWA
2551
Flagship Wealth Advisors
Massachusetts
$983K +$983K +1,670 New
MGWM
2552
Marks Group Wealth Management
Minnesota
$981K -$84.8K -144 -8%
SFP
2553
Sandbox Financial Partners
Maryland
$974K +$10.6K +18 +1%
PWA
2554
Prairie Wealth Advisors
Nebraska
$971K +$50.6K +86 +5%
MHIC
2555
Marble Harbor Investment Counsel
Massachusetts
$969K -$698K -1,186 -42%
WAOTB
2556
Wealth Advisors of Tampa Bay
Florida
$969K – – –
I
2557
InvesTrust
Oklahoma
$969K +$969K +1,639 New
FNB
2558
Farmers National Bank
Kentucky
$967K +$967K +1,643 New
RCM
2559
RMR Capital Management
California
$964K – – –
PS
2560
Portfolio Strategies
New York
$961K +$13.5K +23 +1%
PPW
2561
Parcion Private Wealth
Washington
$959K – – –
LPP
2562
Life Planning Partners
Florida
$959K – – –
BMD
2563
Better Money Decisions
New Mexico
$958K -$7.06K -12 -0.7%
SL
2564
Summitry LLC
California
$958K +$1.18K +2 +0.1%
BMA
2565
Brooks Moore & Associates
Tennessee
$957K – – –
SP
2566
Sequent Planning
Nebraska
$956K +$80K +136 +9%
MHWM
2567
Montz Harcus Wealth Management
Louisiana
$956K +$6.47K +11 +0.7%
1WA
2568
180 Wealth Advisors
Washington
$955K -$320K -544 -25%
HCP
2569
Hexagon Capital Partners
Arkansas
$955K +$83.6K +142 +10%
VV
2570
Verity & Verity
South Carolina
$952K +$58.9K +100 +7%
AIS
2571
American Investment Services
Massachusetts
$951K -$17.7K -30 -2%
IFS
2572
Ifrah Financial Services
Arkansas
$950K +$1.18K +2 +0.1%
RRCM
2573
Rappaport Reiches Capital Management
Illinois
$948K – – –
VC
2574
Veracity Capital
Georgia
$948K +$69.4K +118 +8%
HFAS
2575
Hummer Financial Advisory Services
Illinois
$948K – – –
101 102
103
104 105