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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 %
PIM
2976
Penobscot Investment Management
Massachusetts
$472K – – –
MCFP
2977
Mallini Complete Financial Planning
Florida
$471K – – –
TAM
2978
Tucker Asset Management
Colorado
$471K +$210K +357 +81%
VAM
2979
Vienna Asset Management
California
$469K +$168K +286 +56%
SPWG
2980
Syntegra Private Wealth Group
Missouri
$469K – – –
BI
2981
Beckerman Institutional
New Jersey
$469K – – –
RWB
2982
RMR Wealth Builders
New Jersey
$468K -$15.3K -26 -3%
PA
2983
Prism Advisors
California
$467K – – –
PRP
2984
Peak Retirement Planning
Ohio
$465K +$465K +789 New
WW
2985
Westshore Wealth
California
$464K – – –
ORC
2986
O'Rourke & Company
Massachusetts
$461K +$12.4K +21 +3%
DF
2987
Dunhill Financial
United Kingdom
$461K +$239K +406 +108%
PFA
2988
Petra Financial Advisors
Colorado
$460K – – –
DPW
2989
DiNuzzo Private Wealth
Pennsylvania
$460K – – –
QFA
2990
Quantum Financial Advisors
California
$459K – – –
JLBC
2991
J.L. Bainbridge & Co
Florida
$458K +$64.2K +109 +16%
HVIA
2992
Hudson Valley Investment Advisors
New York
$456K – – –
KFS
2993
Kaizen Financial Strategies
California
$455K -$143K -243 -24%
HCM
2994
Hillman Capital Management
Maryland
$454K +$212K +360 +87%
NCM
2995
Noesis Capital Mangement
Florida
$454K -$27.7K -47 -6%
CWP
2996
Core Wealth Partners
California
$452K +$6.48K +11 +1%
WAM
2997
WealthTrust Asset Management
Florida
$452K +$1.18K +2 +0.3%
CAM
2998
Columbia Asset Management
Michigan
$451K – – –
CAC
2999
Core Alternative Capital
Georgia
$450K -$75.9K -129 -14%
GA
3000
GoalVest Advisory
New York
$450K +$98.3K +167 +28%
118 119
120
121 122