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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 %
PPW
3401
Pasadena Private Wealth
California
$211K +$211K +358 New
JWCA
3402
J.W. Coons Advisors
Ohio
$210K +$210K +357 New
G
3403
Gainplan
Michigan
$210K +$210K +357 New
CP
3404
Cornerstone Planning
North Carolina
$210K +$210K +357 New
AFC
3405
AFT Forsyth & Company
Florida
$210K +$589 +1 +0.3%
NCM
3406
New Capital Management
Texas
$210K +$210K +356 New
TDC
3407
Thompson Davis & Co
Virginia
$209K -$11.2K -19 -5%
VH
3408
Visionary Horizons
Tennessee
$209K +$589 +1 +0.3%
FDDB
3409
Fidelity D&D Bancorp
Pennsylvania
$208K +$208K +354 New
KA
3410
Kozak & Associates
Colorado
$208K +$63.7K +107 +44%
FIC
3411
Family Investment Center
Missouri
$207K -$48.3K -82 -19%
NI
3412
NDVR Inc
Massachusetts
$207K – – –
HWMG
3413
Hurlow Wealth Management Group
Indiana
$207K – – –
SRWM
3414
Shira Ridge Wealth Management
California
$207K – – –
RRWA
3415
Rainey & Randall Wealth Advisors
Florida
$206K -$589 -1 -0.3%
BSAM
3416
Blue Square Asset Management
New York
$206K – – –
BFP
3417
Brewster Financial Planning
New York
$206K – – –
PF
3418
Prosperitas Financial
California
$205K +$205K +349 New
NPA
3419
Nichols & Pratt Advisers
Massachusetts
$205K +$205K +349 New
ECG
3420
EPIQ Capital Group
California
$205K +$1.18K +2 +0.6%
CAM
3421
Clarity Asset Management
Iowa
$205K +$17.1K +29 +9%
BCA
3422
Bernzott Capital Advisors
California
$204K +$204K +347 New
LCGC
3423
Legacy Capital Group California
California
$204K +$204K +346 New
PWM
3424
Puff Wealth Management
New Jersey
$203K +$203K +345 New
NG
3425
Northstar Group
New York
$203K +$203K +345 New
135 136
137
138 139