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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 %
GCP
2726
Gill Capital Partners
Colorado
$739K +$67.1K +114 +10%
TFGT
2727
TS Financial Group (TSFG)
Illinois
$739K -$1.18K -2 -0.2%
IAP
2728
Indie Asset Partners
Indiana
$739K +$17.7K +30 +2%
CFA
2729
Capstone Financial Advisors
Illinois
$738K -$35.3K -60 -5%
FNWA
2730
Financial Network Wealth Advisors
Utah
$738K -$1.17M -1,983 -61%
AWAG
2731
ARS Wealth Advisors Group
Florida
$736K -$121K -206 -14%
Fayez Sarofim & Co
2732
Fayez Sarofim & Co
Texas
$734K +$483K +820 +192%
PWP
2733
Perfromance Wealth Partners
Illinois
$733K -$129K -219 -15%
TF
2734
Tenon Financial
New Jersey
$730K +$1.76K +3 +0.2%
DLCIG
2735
D.L. Carlson Investment Group
New Hampshire
$729K +$11.2K +19 +2%
NEWAS
2736
N.E.W. Advisory Services
Wisconsin
$728K +$13.5K +23 +2%
CF
2737
Convergence Financial
Missouri
$724K -$7.65K -13 -1%
CWP
2738
CFM Wealth Partners
Texas
$724K +$57.1K +97 +9%
OBWP
2739
O'Brien Wealth Partners
Massachusetts
$718K – – –
MC
2740
Martin & Co
Tennessee
$716K – – –
FA
2741
Fiduciary Alliance
South Carolina
$716K +$130K +220 +22%
HWM
2742
Horizons Wealth Management
North Carolina
$715K -$31.2K -53 -4%
CLP
2743
Charis Legacy Partners
Texas
$715K +$715K +1,215 New
FMB
2744
Field & Main Bank
Kentucky
$715K – – –
KWA
2745
Kondo Wealth Advisors
California
$714K +$714K +1,213 New
AFA
2746
Avant Financial Advisors
Texas
$713K +$713K +1,211 New
TCM
2747
Tandem Capital Management
New Jersey
$713K +$17.7K +30 +3%
RIP
2748
RAM Investment Partners
Washington
$712K +$5.89K +10 +0.8%
ERIM
2749
Eagle Ridge Investment Management
Connecticut
$711K – – –
PFG
2750
Prosperity Financial Group
California
$710K +$9.42K +16 +1%
108 109
110
111 112