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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 %
APW
2576
Aurora Private Wealth
New Jersey
$947K -$1.18K -2 -0.1%
PP
2577
Prosperity Planning
Missouri
$947K -$25.3K -43 -3%
LJHT
2578
Laurie J. Hall Trustee
$944K +$231K +392 +32%
Belvedere Trading
2579
Belvedere Trading
Illinois
$942K +$942K +1,601 New
TSMHT
2580
Thurston Springer Miller Herd & Titak
Indiana
$940K +$130K +221 +16%
RTC
2581
Real Talk Capital
Tennessee
$933K +$933K +1,584 New
LRWA
2582
Long Run Wealth Advisors
New York
$931K -$517K -878 -36%
IWN
2583
Independent Wealth Network
Iowa
$930K -$94.8K -161 -9%
WA
2584
WestEnd Advisors
North Carolina
$924K +$914K +1,553 +9,135%
MAS
2585
Madden Advisory Services
Florida
$921K -$2.95K -5 -0.3%
RPGNY
2586
Retirement Planning Group (New York)
New York
$920K +$920K +1,564 New
AAM
2587
American Asset Management
Florida
$918K +$35.3K +60 +4%
MMPW
2588
Mitchell McLeod Pugh & Williams
Alabama
$918K – – –
CCG
2589
Ceeto Capital Group
Florida
$916K – – –
RAM
2590
Ramirez Asset Management
New York
$915K – – –
WFA
2591
Wade Financial Advisory
California
$914K – – –
ISL
2592
Ingalls & Snyder LLC
New York
$913K +$98.9K +168 +12%
AC
2593
Apella Capital
Connecticut
$912K +$44.2K +75 +5%
CCM
2594
Colorado Capital Management
Colorado
$912K – – –
DFA
2595
DHJJ Financial Advisors
Illinois
$912K – – –
AGP
2596
Autumn Glory Partners
Texas
$907K – – –
MWA
2597
MN Wealth Advisors
Kansas
$901K -$4.12K -7 -0.5%
JAA
2598
Joel Adams & Associates
North Carolina
$900K +$900K +1,529 New
RFP
2599
Root Financial Partners
California
$900K +$22.4K +38 +3%
ISFAN
2600
Investor's Fiduciary Advisor Network
Washington
$900K +$900K +1,529 New
102 103
104
105 106