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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 %
GWM
3201
Grand Wealth Management
Michigan
$320K – – –
BZWA
3202
Blue Zone Wealth Advisors
California
$318K -$8.83K -15 -3%
AAA
3203
AG Asset Advisory
California
$318K +$318K +540 New
LWM
3204
Level Wealth Management
North Carolina
$317K +$317K +539 New
IA
3205
IMZ Advisory
Florida
$317K +$1.18K +2 +0.4%
CBA
3206
Coastal Bridge Advisors
Connecticut
$316K -$17.1K -29 -5%
CCB
3207
Cutter & Co Brokerage
Missouri
$316K -$6.47K -11 -2%
BCMO
3208
Buckingham Capital Management (Ohio)
Ohio
$316K -$8.24K -14 -3%
NFW
3209
Noble Family Wealth
Florida
$315K +$315K +533 New
HTIM
3210
Harbour Trust & Investment Management
Indiana
$315K – – –
SWP
3211
ShoreHaven Wealth Partners
New Jersey
$315K -$2.95K -5 -0.9%
GWAM
3212
Guardian Wealth Advisors (Minnesota)
Minnesota
$315K -$117K -199 -27%
HC
3213
Hurley Capital
New York
$314K +$314K +529 New
PHS
3214
Pekin Hardy Strauss
Illinois
$312K – – –
IGGA
3215
Iron Gate Global Advisors
Utah
$311K -$45.9K -78 -13%
RWA
3216
Rooted Wealth Advisors
Illinois
$311K +$592 +1 +0.2%
PCA
3217
Purkiss Capital Advisors
Connecticut
$310K +$310K +526 New
RPA
3218
Redwood Park Advisors
California
$309K +$309K +524 New
WF
3219
WoodTrust Financial
Wisconsin
$308K -$21.8K -37 -7%
SJL
3220
Shayne & Jacobs LLC
Tennessee
$308K -$2.36K -4 -0.8%
AC
3221
Attessa Capital
Arizona
$308K +$308K +523 New
RCA
3222
Riverview Capital Advisers
Massachusetts
$307K – – –
CGF
3223
Constant Guidance Financial
Massachusetts
$307K +$14.7K +25 +5%
FDW
3224
Fourth Dimension Wealth
Ohio
$306K +$306K +520 New
CH
3225
Canton Hathaway
Rhode Island
$306K +$39.4K +67 +15%
127 128
129
130 131