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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 %
MG
3126
MilWealth Group
Wisconsin
$363K – – –
FFA
3127
Fortune Financial Advisors
Kansas
$363K – – –
RCA
3128
Ranch Capital Advisors
Florida
$362K +$73.6K +125 +26%
CI
3129
Carroll Investors
South Carolina
$361K -$14.7K -25 -4%
IWP
3130
Invenio Wealth Partners
Florida
$361K -$5.89K -10 -2%
LKIM
3131
Lawson Kroeker Investment Management
Nebraska
$360K +$360K +612 New
FFS
3132
Fischer Financial Services
Pennsylvania
$360K +$360K +611 New
VNIM
3133
Vaughan Nelson Investment Management
Texas
$359K +$127K +215 +54%
IA
3134
Intellus Advisors
Florida
$359K +$359K +609 New
SA
3135
Shilanski & Associates
Alaska
$358K +$358K +609 New
MGIA
3136
Matthew Goff Investment Advisor
Texas
$358K -$6.48K -11 -2%
WCM
3137
Westend Capital Management
California
$358K -$35.3K -60 -9%
PWM
3138
Prentice Wealth Management
New York
$358K -$3.53K -6 -1%
SA
3139
SoundView Advisors
Washington
$357K +$357K +608 New
MCG
3140
McCollum Christoferson Group
New York
$356K – – –
KA
3141
Kearns & Associates
California
$356K – – –
HIS
3142
Horizon Investment Services
Indiana
$356K +$56.6K +96 +19%
PEA
3143
Park Edge Advisors
Ohio
$356K +$11.2K +19 +3%
BWL
3144
Beacon Wealthcare LLC
North Carolina
$355K -$20.6K -35 -5%
FLA
3145
Financial Life Advisors
Texas
$354K – – –
BF
3146
Brogan Financial
Tennessee
$354K +$1.18K +2 +0.3%
WN
3147
Williams & Novak
California
$354K -$34.1K -58 -9%
CBOR
3148
Community Bank of Raymore
Missouri
$353K – – –
DC
3149
Defender Capital
North Carolina
$353K – – –
SFP
3150
SwitchPoint Financial Planning
Utah
$353K +$353K +600 New
124 125
126
127 128