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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 %
TA
3276
TFG Advisers
Michigan
$280K -$21.2K -36 -7%
CAWM
3277
Capital A Wealth Management
Pennsylvania
$280K +$280K +476 New
SGC
3278
Slocum, Gordon & Co
Rhode Island
$279K – – –
SRB
3279
Shotwell Rutter Baer
Michigan
$278K -$29.8K -51 -10%
CC
3280
Citrine Capital
California
$276K +$276K +469 New
SAMC
3281
Spectrum Asset Management (California)
California
$276K -$32.4K -55 -11%
HP
3282
HT Partners
Connecticut
$276K – – –
HWM
3283
Hobbs Wealth Management
Indiana
$276K +$276K +468 New
MWP
3284
Meredith Wealth Planning
Illinois
$274K +$36.5K +62 +15%
MCM
3285
McDonough Capital Management
Florida
$273K -$1.18K -2 -0.4%
MWM
3286
Maltin Wealth Management
New Jersey
$273K -$1.18K -2 -0.4%
SFG
3287
Sterling Financial Group
California
$271K – – –
VWM
3288
Vermillion Wealth Management
Minnesota
$271K +$271K +460 New
PAA
3289
Peregrine Asset Advisers
Oregon
$270K – – –
SF
3290
Seros Financial
Arizona
$269K +$269K +492 New
RPCA
3291
Running Point Capital Advisors
California
$268K +$40K +68 +18%
DFP
3292
Defined Financial Planning
California
$268K +$268K +455 New
Macquarie Group
3293
Macquarie Group
Australia
$267K +$251K +425,728 +1,487%
GI
3294
Gradient Investments
Minnesota
$267K -$138K -234 -34%
OA
3295
Oxbow Advisors
Texas
$266K – – –
FWSM
3296
First Wilshire Securities Management
California
$266K -$7.06K -12 -3%
CPCP
3297
Cedar Point Capital Partners
Iowa
$265K – – –
EG
3298
Ellerson Group
Maryland
$265K – – –
BIM
3299
Breakwater Investment Management
Washington
$264K – – –
FNBSF
3300
First National Bank Sioux Falls
South Dakota
$264K -$9.42K -16 -3%
130 131
132
133 134