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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 %
BA
2876
BIP Alliance
Georgia
$566K +$566K +961 New
RCM
2877
Riggs Capital Management
Utah
$566K +$566K +961 New
TFA
2878
Tobias Financial Advisors
Florida
$563K +$72.4K +123 +15%
GLR
2879
Great Lakes Retirement
Ohio
$563K -$15.3K -26 -3%
SHWM
2880
Smith & Howard Wealth Management
Georgia
$561K -$67.1K -114 -11%
CFSG
2881
Clark Financial Services Group
Missouri
$560K – – –
BT
2882
Brandywine Trust
Delaware
$560K +$560K +951 New
SP
2883
Stonebrook Private
Michigan
$556K -$27.7K -47 -5%
LRPA
2884
L. Roy Papp & Associates
Arizona
$556K – – –
USWIA
2885
UP Strategic Wealth Investment Advisors
Pennsylvania
$554K – – –
TWM
2886
Tanager Wealth Management
United Kingdom
$553K -$400K -680 -42%
FEG
2887
Financial Enhancement Group
Indiana
$553K +$553K +946 New
IIA
2888
Integral Investment Advisors
California
$551K -$1.77K -3 -0.3%
BWM
2889
BCO Wealth Management
New Mexico
$550K +$550K +935 New
KV
2890
Kickstand Ventures
New York
$550K -$6.47K -11 -1%
FSA
2891
Financial Security Advisor
Virginia
$550K -$39.4K -67 -7%
PWG
2892
Private Wealth Group
Florida
$548K – – –
NIM
2893
Nicollet Investment Management
Minnesota
$548K – – –
MCIA
2894
Mountain Capital Investment Advisors
Colorado
$546K +$102K +170 +23%
MAWCM
2895
Mine & Arao Wealth Creation & Management
California
$545K -$589 -1 -0.1%
AWP
2896
Axis Wealth Partners
Rhode Island
$545K +$545K +925 New
TA
2897
TruWealth Advisors
Louisiana
$545K – – –
RCM
2898
Richardson Capital Management
Wisconsin
$544K – – –
CRWM
2899
Castle Rock Wealth Management
California
$543K -$28.2K -46 -5%
AGA
2900
Arkos Global Advisors
Texas
$542K -$296K -503 -35%
114 115
116
117 118