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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 %
VPWA
2926
Vestia Personal Wealth Advisors
Indiana
$517K -$10K -17 -2%
CP
2927
Covenant Partners
Tennessee
$515K – – –
NC
2928
NewSquare Capital
Pennsylvania
$515K – – –
CWM
2929
Challenger Wealth Management
California
$513K +$513K +872 New
USB
2930
Union Savings Bank
Connecticut
$513K – – –
RCS
2931
Retirement Capital Strategies
California
$512K -$378K -642 -42%
AIM
2932
Avity Investment Management
Connecticut
$512K +$19.4K +33 +4%
FCT
2933
Family Capital Trust
Massachusetts
$512K – – –
EA
2934
Eclectic Associates
California
$510K +$510K +866 New
WCM
2935
Whitener Capital Management
North Carolina
$509K -$36.5K -62 -7%
WIM
2936
Warwick Investment Management
Texas
$508K +$508K +863 New
CFFP
2937
Center for Financial Planning
Michigan
$506K -$3.53K -6 -0.7%
SHFA
2938
SS&H Financial Advisors
Michigan
$506K – – –
TSW
2939
Thompson Siegel & Walmsley
Virginia
$506K +$1.77K +3 +0.4%
IPA
2940
Investment Planning Advisors
Georgia
$506K -$33.6K -57 -6%
HIC
2941
Holderness Investments Company
North Carolina
$503K -$298K -506 -37%
IF
2942
Integrity Financial
Wyoming
$502K +$324K +551 +182%
GSB
2943
Greenfield Savings Bank
Massachusetts
$502K -$23.5K -40 -4%
BRWM
2944
Blue Rock Wealth Management
North Carolina
$501K +$501K +851 New
BCI
2945
Blue Capital Inc
Nebraska
$500K +$500K +850 New
FF
2946
Farrell Financial
New York
$500K -$6.47K -11 -1%
KAM
2947
Kraft Asset Management
Tennessee
$500K – – –
EWA
2948
Evolution Wealth Advisors
Florida
$499K – – –
AIS
2949
AM Investment Strategies
Tennessee
$498K – – –
HIGP
2950
Hill Investment Group Partners
Missouri
$497K – – –
116 117
118
119 120