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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 %
BBI
3026
Baxter Bros Inc
Connecticut
$436K – – –
FWM
3027
Finer Wealth Management
Massachusetts
$436K -$48.9K -83 -10%
CW
3028
Channel Wealth
California
$434K +$18.8K +32 +5%
GCWM
3029
Guided Capital Wealth Management
Texas
$433K +$433K +736 New
TWM
3030
Trevian Wealth Management
Massachusetts
$432K -$4.12K -7 -0.9%
CJ
3031
Caitlin John
Michigan
$431K +$51.8K +88 +14%
DW30
3032
Drucker Wealth 3.0
New Jersey
$430K -$178K -302 -29%
AHC
3033
Adell Harriman & Carpenter
Texas
$430K – – –
RIS
3034
Richmond Investment Services
Wisconsin
$428K +$428K +727 New
CPC
3035
Consolidated Planning Corp
Georgia
$426K -$161K -273 -27%
VW
3036
Veridan Wealth
Oregon
$425K +$425K +708 New
HWM
3037
Hassell Wealth Management
Louisiana
$425K – – –
CFAM
3038
Center For Asset Management
Florida
$425K -$185K -314 -30%
WAG
3039
Wiser Advisor Group
Arizona
$424K +$12.4K +21 +3%
EA
3040
Ellsworth Advisors
Ohio
$424K +$20.6K +35 +5%
RFM
3041
Royal Fund Management
Florida
$424K -$427K -724 -50%
CMP
3042
Coston McIsaac & Partners
Maine
$422K – – –
DA
3043
Dover Advisors
Virginia
$421K -$4.12K -7 -1%
OBGC
3044
O'Brien Greene & Co
Pennsylvania
$420K -$16.5K -28 -4%
OHWP
3045
Oak Harbor Wealth Partners
North Carolina
$419K -$589 -1 -0.1%
FCG
3046
Fielder Capital Group
Tennessee
$418K – – –
EE
3047
EWG Elevate
California
$418K +$72.4K +123 +21%
KFS
3048
Kurt F. Somerville
$417K -$1.18M -2,000 -74%
W
3049
WorthPointe
California
$416K -$30.6K -52 -7%
SF
3050
Strategent Financial
Virginia
$416K +$416K +706 New
120 121
122
123 124