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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 %
VBA
3001
von Borstel & Associates
Oregon
$450K – – –
FF
3002
Finley Financial
Nevada
$450K +$450K +755 New
PWH
3003
Priebe Wealth Holdings
Minnesota
$449K -$1.77K -3 -0.4%
SA
3004
Seneschal Advisors
Washington
$449K +$449K +763 New
JWM
3005
JPL Wealth Management
Colorado
$448K +$448K +761 New
HF
3006
Holcombe Financial
Georgia
$447K +$447K +760 New
CWD
3007
Clarity Wealth Development
Oregon
$447K +$447K +740 New
JWBC
3008
J.W. Burns & Co
New York
$447K – – –
CIG
3009
Cullen Investment Group
Louisiana
$447K +$103K +175 +30%
SFWC
3010
Strategic Family Wealth Counselors
New Jersey
$447K +$588 +1 +0.1%
HBW
3011
Hazlett, Burt & Watson
West Virginia
$446K -$591 -1 -0.1%
QIM
3012
Quest Investment Management
Oregon
$445K +$7.65K +13 +2%
CF
3013
Clarity Financial
Texas
$445K +$15.3K +26 +4%
WTFG
3014
Wells Trecaso Financial Group
Ohio
$444K – – –
PGF
3015
Plan Group Financial
Oklahoma
$443K -$10K -17 -2%
SWK
3016
Stephen W. Kidder
$442K -$29.4K -50 -6%
NAMP
3017
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$442K – – –
OFP
3018
OLIO Financial Planning
Virginia
$441K -$99.5K -169 -18%
SGI
3019
Summit Global Investments
Utah
$441K -$1.24M -2,114 -74%
RCP
3020
Rothschild Capital Partners
New York
$440K -$8.83K -15 -2%
WS
3021
Wela Strategies
Georgia
$439K -$556K -53,183 -56%
CPG
3022
Cornerstone Planning Group
New Jersey
$439K -$44K -73 -9%
MIP
3023
Marietta Investment Partners
Wisconsin
$439K – – –
RW
3024
RVW Wealth
California
$437K -$46.5K -79 -10%
BC
3025
Brio Consultants
California
$436K +$5.89K +10 +1%
119 120
121
122 123