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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 %
CRFG
3301
Columbia River Financial Group
Washington
$264K +$264K +449 New
TNAM
3302
Terra Nova Asset Management
New York
$264K +$589 +1 +0.2%
BBA
3303
Braun-Bostich & Associates
Pennsylvania
$262K -$13.5K -23 -5%
TCTWM
3304
Three Cord True Wealth Management
Pennsylvania
$262K +$262K +445 New
MHR
3305
Matthew Hamilton Rosenberg
$260K – – –
CWM
3306
CarsonAllaria Wealth Management
Illinois
$259K -$589 -1 -0.2%
BW
3307
BXM Wealth
Colorado
$259K +$259K +440 New
PWM
3308
Partners Wealth Management
California
$258K +$258K +439 New
CMBA
3309
C.M. Bidwell & Associates
Hawaii
$257K +$257K +437 New
HGERS
3310
Householder Group Estate & Retirement Specialist
Arizona
$257K -$1.08M -1,842 -81%
RSWA
3311
Robinson Smith Wealth Advisors
Maine
$257K +$257K +437 New
OCPWS
3312
One Charles Private Wealth Services
Massachusetts
$257K -$33.6K -57 -12%
HWMC
3313
Heritage Wealth Management (California)
California
$257K – – –
KIA
3314
Knollwood Investment Advisory
Maryland
$256K – – –
CA
3315
Crumly & Associates
Illinois
$256K – – –
ACM
3316
Altrius Capital Management
North Carolina
$256K -$46.5K -79 -15%
DWAM
3317
Duncan Williams Asset Management
Tennessee
$255K +$35.3K +60 +16%
PSP
3318
Pacific Sage Partners
Washington
$255K – – –
PFW
3319
Petros Family Wealth
Minnesota
$255K +$255K +433 New
AC
3320
Addison Capital
Pennsylvania
$254K – – –
RW
3321
Ridgeline Wealth
Arizona
$253K +$253K +431 New
CA
3322
CV Advisors
Florida
$253K +$253K +501 New
DWA
3323
Delos Wealth Advisors
Texas
$253K +$3.53K +6 +1%
AIM
3324
Alhambra Investment Management
Florida
$253K -$589 -1 -0.2%
YIH
3325
Y-Intercept (HK)
Hong Kong
$253K +$253K +430 New
131 132
133
134 135