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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 %
CIC
3326
Chilton Investment Company
Connecticut
$252K – – –
VP
3327
Verisail Partners
Georgia
$252K +$252K +428 New
M
3328
MYeCFO
California
$252K +$7.06K +12 +3%
DF
3329
Define Financial
California
$248K +$248K +421 New
FCFC
3330
First Citizens Financial Corp
Iowa
$248K – – –
EMC
3331
Everest Management Corp
California
$247K +$247K +420 New
PFT
3332
Providence First Trust
Arizona
$247K – – –
CA
3333
CWC Advisors
Oregon
$247K – – –
CMA
3334
Cedar Mountain Advisors
Oregon
$246K +$246K +418 New
AG
3335
Advocate Group
Minnesota
$244K – – –
HIMC
3336
Heritage Investors Management Corp
Maryland
$244K – – –
EWM
3337
Elevatus Welath Management
New York
$243K -$4.12K -7 -2%
MFG
3338
Marmo Financial Group
Tennessee
$243K – – –
IA
3339
IFG Advisors
Missouri
$242K +$588 +1 +0.2%
CWA
3340
CJM Wealth Advisers
Virginia
$241K – – –
PAG
3341
Poinciana Advisors Group
Florida
$240K +$240K +408 New
ONSWM
3342
Old North State Wealth Management
North Carolina
$239K – – –
PWM
3343
Provident Wealth Management
Tennessee
$238K +$589 +1 +0.2%
HHRDM
3344
H&H Retirement Design & Management
Nevada
$237K +$3.62K +6 +2%
FF
3345
Fairway Financial
Florida
$237K +$237K +402 New
BGA
3346
Battery Global Advisors
Massachusetts
$237K – – –
AMIM
3347
Aull & Monroe Investment Management
Alabama
$235K – – –
AIM
3348
Anchor Investment Management
South Carolina
$235K +$4.71K +8 +2%
EFMC
3349
Empire Financial Management Company
New York
$235K +$3.53K +6 +2%
RH
3350
RFG Holdings
Texas
$234K – – –
132 133
134
135 136