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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 %
LEFP
3151
Leading Edge Financial Planning
Tennessee
$353K +$107K +182 +44%
AIC
3152
Argus Investors Counsel
New York
$351K -$1.18K -2 -0.3%
SFG
3153
SevenBridge Financial Group
Pennsylvania
$350K – – –
FIM
3154
Fernwood Investment Management
Massachusetts
$350K -$8.56M -14,534 -96%
SWIG
3155
Strategic Wealth Investment Group
Kentucky
$349K +$589 +1 +0.2%
GWA
3156
Gutierrez Wealth Advisory
Arkansas
$349K +$349K +592 New
AFS
3157
AFG Fiduciary Services
Massachusetts
$348K -$19.7K -33 -5%
CFGA
3158
Cambridge Financial Group (Arizona)
Arizona
$348K +$4.71K +8 +1%
GSC
3159
G&S Capital
Colorado
$347K – – –
SAM
3160
SignalPoint Asset Management
Missouri
$347K – – –
DSC
3161
Duncker Streett & Co
Missouri
$346K – – –
HHWM
3162
Hiley Hunt Wealth Management
Nebraska
$344K +$39.5K +67 +13%
CNC
3163
Citizens & Northern Corp
Pennsylvania
$344K +$58.9K +100 +21%
EBSAM
3164
Eubel Brady & Suttman Asset Management
Ohio
$344K – – –
CPP
3165
Capasso Planning Partners
South Carolina
$344K -$171K -290 -33%
LIM
3166
Letson Investment Management
Georgia
$343K – – –
SSWM
3167
Strait & Sound Wealth Management
California
$343K – – –
RSS
3168
Rosenblum Silverman Sutton
California
$341K -$10.6K -18 -3%
VRM
3169
Vectors Research Management
New York
$340K -$28.8K -49 -8%
CMAI
3170
Capital Management Associates Inc
Minnesota
$340K +$589 +1 +0.2%
PA
3171
Probity Advisors
Texas
$338K -$22.4K -38 -6%
OFG
3172
Orcam Financial Group
California
$338K – – –
DOA
3173
D'Orazio & Associates
Virginia
$338K +$15.9K +27 +5%
BCM
3174
Buckhead Capital Management
Georgia
$338K – – –
SFG
3175
Stonebridge Financial Group
Pennsylvania
$337K +$337K +573 New
125 126
127
128 129