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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 %
4A
3376
4Wealth Advisors
Illinois
$221K +$221K +376 New
UAS
3377
United Asset Strategies
New York
$221K +$2.95K +5 +1%
GBWM
3378
Granite Bay Wealth Management
New Hampshire
$221K +$221K +375 New
3F
3379
360 Financial
Minnesota
$221K – – –
TF
3380
Tandem Financial
Colorado
$220K +$220K +374 New
KC
3381
Kinloch Capital
Virginia
$220K – – –
EFP
3382
EnRich Financial Partners
Wisconsin
$220K -$1.18K -2 -0.5%
EFP
3383
Elser Financial Planning
Indiana
$220K – – –
DF
3384
DecisionPoint Financial
Arizona
$219K +$61.7K +105 +39%
AMG
3385
Advisors Management Group
Wisconsin
$218K +$218K +370 New
TFA
3386
Trinity Financial Advisors
Ohio
$217K -$140K -239 -39%
GGV
3387
GG Group Ventures
Florida
$217K -$90.7K -154 -30%
AFM
3388
Abbot Financial Management
Massachusetts
$217K – – –
WCM
3389
Warburton Capital Management
Oklahoma
$216K +$216K +368 New
AA
3390
AJ Advisors
Tennessee
$215K +$589 +1 +0.3%
PMSA
3391
Patrick M. Sweeney & Associates
Illinois
$215K – – –
OPOWM
3392
One Plus One Wealth Management
Florida
$215K – – –
LG
3393
LaFleur & Godfrey
Michigan
$214K -$38.9K -66 -15%
MFG
3394
Midwest Financial Group
Kansas
$214K – – –
OC
3395
Opinicus Capital
Florida
$212K -$3.53K -6 -2%
CCP
3396
Carmel Capital Partners
California
$212K – – –
ECM
3397
Elgethun Capital Management
South Dakota
$212K -$258K -438 -55%
FFO
3398
Fiduciary Family Office
Florida
$212K -$325K -552 -61%
NHFG
3399
New Harbor Financial Group
Massachusetts
$212K – – –
PIA
3400
Powell Investment Advisors
Florida
$211K -$4.71K -8 -2%
134 135
136
137 138