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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 %
Capital International Investors
2826
Capital International Investors
California
$622K +$119K +202 +24%
PAM
2827
Peninsula Asset Management
Florida
$620K +$27.1K +46 +5%
WMA
2828
West Michigan Advisors
Michigan
$617K -$44.7K -76 -7%
SMA
2829
Seven Mile Advisory
New Jersey
$613K – – –
HFS
2830
Haverford Financial Services
Pennsylvania
$612K – – –
WWG
2831
West Wealth Group
California
$610K +$82.5K +140 +16%
SF
2832
Slagle Financial
Illinois
$608K -$51.8K -88 -8%
RW
2833
Rockport Wealth
Ohio
$607K +$53.5K +91 +10%
SI
2834
Stonekeep Investments
New Mexico
$606K -$22.4K -38 -4%
DAM
2835
Delta Asset Management
Tennessee
$606K – – –
MLL
2836
Moody Lynn & Lieberson
Massachusetts
$602K – – –
DA
2837
Dash Acquisitions
California
$602K – – –
KCFA
2838
Key Client Fiduciary Advisors
New Jersey
$601K -$2.94K -5 -0.5%
HPBT
2839
Hickory Point Bank & Trust
Illinois
$601K +$601K +1,021 New
HWP
2840
Hibernia Wealth Partners
Louisiana
$600K -$928K -1,576 -61%
MP
2841
McDonald Partners
Ohio
$599K -$22.4K -38 -4%
SOAG
2842
Silver Oak Advisory Group
Oregon
$599K – – –
FTA
2843
Financial & Tax Architects
Missouri
$598K -$507K -861 -46%
PMG
2844
Private Management Group
California
$598K +$104K +177 +21%
GW
2845
Griffith & Werner
Georgia
$596K +$596K +1,012 New
CBT
2846
Crews Bank & Trust
Florida
$593K +$593K +1,008 New
MSFP
2847
Mark Sheptoff Financial Planning
Connecticut
$593K +$2.94K +5 +0.5%
T
2848
Tidemark
California
$592K -$1.77K -3 -0.3%
BMCM
2849
Black Maple Capital Management
Wisconsin
$589K +$589K +1,000 New
GG
2850
Gleason Group
Kentucky
$587K -$1.77K -3 -0.3%
112 113
114
115 116