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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 %
RI
301
RPTC Inc
Wyoming
$129M +$247K +419 +0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
302
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$128M +$128M +218,200 New
HS
303
Horan Securities
United States
$128M +$4.38M +7,441 +4%
MA
304
Montag & Associates
Georgia
$128M +$11.6M +19,734 +10%
CAL
305
Capital Analysts LLC
Pennsylvania
$127M +$3.33M +5,663 +3%
SPP
306
Single Point Partners
Massachusetts
$126M +$126M +214,352 New
MFG
307
Merit Financial Group
Georgia
$125M +$21.4M +36,338 +21%
ZB
308
Zions Bancorporation
Utah
$125M +$7.38M +12,529 +6%
RWM
309
Rezny Wealth Management
Florida
$124M -$894K -1,518 -0.7%
Janus Henderson Group
310
Janus Henderson Group
United Kingdom
$123M +$123M +209,169 New
RWP
311
RWA Wealth Partners
Massachusetts
$123M +$1.84M +3,131 +2%
GL
312
Graypoint LLC
New York
$122M +$14.1M +23,927 +13%
HFS
313
Hantz Financial Services
Michigan
$122M +$28.5M +48,419 +31%
FHA
314
First Horizon Advisors
Tennessee
$122M -$3.41M -5,788 -3%
AHSW
315
Adventist Health System West
California
$120M -$264M -448,950 -69%
PCIA
316
Prime Capital Investment Advisors
Kansas
$120M +$26.6M +45,232 +29%
PWM
317
Perigon Wealth Management
California
$119M -$10.5M -17,683 -8%
AWC
318
Abundance Wealth Counselors
Pennsylvania
$118M -$253K -429 -0.2%
RDIA
319
RE Dickinson Investment Advisors
Iowa
$117M +$1.57M +266 +1%
MA
320
Mutual Advisors
Nebraska
$117M +$3.08M +5,181 +3%
IWA
321
Icon Wealth Advisors
Texas
$115M -$2.32M -3,946 -2%
TWG
322
The Wealth Group
Minnesota
$115M +$2.52M +4,284 +2%
DWM
323
Dechtman Wealth Management
Colorado
$113M -$755K -1,283 -0.7%
BCM
324
Brookstone Capital Management
Illinois
$113M -$5.39M -9,159 -5%
HCA
325
Heck Capital Advisors
Wisconsin
$112M +$3.49M +5,930 +3%
11 12
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