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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 %
CCC
3101
Compass Capital Corp
Massachusetts
$379K +$379K +626 New
GCWM
3102
Graham Capital Wealth Management
District of Columbia
$378K – – –
CP
3103
Castleview Partners
Texas
$377K -$9.4K -16 -2%
CA
3104
Carson Advisory
Georgia
$377K -$391K -664 -51%
VCM
3105
Verde Capital Management
Michigan
$376K +$88.9K +151 +31%
AP
3106
Americana Partners
Texas
$374K -$20.6K -35 -5%
FMTCOCP
3107
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$374K – – –
CIG
3108
Cairn Investment Group
Washington
$374K – – –
IW
3109
IronOak Wealth
Texas
$373K +$373K +634 New
TWM
3110
TriaGen Wealth Management
California
$373K – – –
LFA
3111
Lauterbach Financial Advisors
Texas
$373K – – –
LAM
3112
Lewis Asset Management
California
$372K +$1.18K +2 +0.3%
HFF
3113
Halter Ferguson Financial
Indiana
$371K +$371K +630 New
DL
3114
DOHJ LLC
Washington
$371K +$3.53K +6 +1%
BWM
3115
BlackDiamond Wealth Management
New York
$370K -$589 -1 -0.2%
LF
3116
LifeSteps Financial
California
$369K – – –
WCFP
3117
White & Co Financial Planning
Washington
$369K +$369K +626 New
FPF
3118
First Pacific Financial
Washington
$368K +$165K +280 +81%
WFG
3119
Wills Financial Group
Virginia
$368K +$11.8K +20 +3%
MBFW
3120
Morton Brown Family Wealth
Pennsylvania
$367K +$184K +313 +101%
AC
3121
AIFG Consultants
New York
$366K +$1.18K +2 +0.3%
SFG
3122
Shum Financial Group
California
$365K – – –
BC
3123
Bowman & Company
Wisconsin
$365K +$3.53K +6 +1%
TIM
3124
Tevis Investment Management
Texas
$364K +$364K +619 New
BFWM
3125
Bright Futures Wealth Management
New York
$364K +$41.7K +69 +13%
123 124
125
126 127