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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 %
SWM
3351
Silverlake Wealth Management
Vermont
$234K -$588 -1 -0.3%
DSAM
3352
Dock Street Asset Management
Florida
$234K – – –
VBFP
3353
Valtinson Bruner Financial Planning
Minnesota
$233K +$25.3K +43 +12%
CPA
3354
Clear Point Advisors
New York
$233K +$589 +1 +0.3%
EWA
3355
EQ Wealth Advisors
Texas
$231K +$231K +393 New
CPC
3356
Cookson Peirce & Co
Pennsylvania
$231K +$231K +392 New
PAM
3357
Pegasus Asset Management
New York
$231K -$73K -124 -24%
SCM
3358
Stordahl Capital Management
Colorado
$231K – – –
BFS
3359
Baskin Financial Services
Ontario, Canada
$230K – – –
IIA
3360
IPG Investment Advisors
California
$229K -$51.8K -88 -18%
FFC
3361
First Financial Corp
Indiana
$229K +$161K +273 +235%
PFA
3362
Professional Financial Advisors
Nebraska
$229K +$4.12K +7 +2%
HAS
3363
Horizon Advisory Services
New York
$228K -$6.48K -11 -3%
RMF
3364
Red Mountain Financial
Colorado
$228K +$589 +1 +0.3%
CWMGO
3365
Capstone Wealth Management Group (Oregon)
Oregon
$228K +$228K +388 New
NI
3366
Natural Investments
California
$228K +$228K +388 New
CF
3367
Claris Financial
Virginia
$228K +$228K +387 New
6F
3368
626 Financial
Michigan
$227K +$227K +386 New
GTAM
3369
Global Trust Asset Management
Florida
$227K +$2.35K +4 +1%
NC
3370
NBW Capital
Massachusetts
$226K -$13K -22 -5%
TWM
3371
Triton Wealth Management
Arizona
$226K +$226K +380 New
RFW
3372
Rainier Family Wealth
Washington
$225K +$225K +383 New
MIM
3373
Merrion Investment Management
New Jersey
$225K +$225K +382 New
QFA
3374
Quattro Financial Advisors
Texas
$224K -$79.3K -130 -26%
EM
3375
ELCO Management
New York
$223K – – –
133 134
135
136 137