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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 %
CWM
3426
Concentrum Wealth Management
California
$203K +$203K +344 New
FEM
3427
Fulcrum Equity Management
Texas
$202K -$17.1K -29 -8%
BWM
3428
Baron Wealth Management
Michigan
$202K +$202K +344 New
PFA
3429
Plotkin Financial Advisors
Maryland
$202K +$202K +343 New
RAM
3430
Riggs Asset Management
Pennsylvania
$202K – – –
EFP
3431
Envision Financial Planning
Tennessee
$201K +$201K +342 New
BAG
3432
Bridgewealth Advisory Group
California
$201K +$201K +328 New
FS
3433
Ferguson Shapiro
Georgia
$201K +$201K +341 New
MIM
3434
Moseley Investment Management
Florida
$201K +$201K +341 New
MIM
3435
MTM Investment Management
South Carolina
$200K +$18.8K +32 +10%
RA
3436
Rise Advisors
New York
$196K -$13.5K -23 -6%
FCG
3437
Financial Connections Group
California
$194K – – –
Loomis, Sayles & Company
3438
Loomis, Sayles & Company
Massachusetts
$188K +$123K +210 +191%
CICI
3439
Capital Investment Counsel Inc
North Carolina
$185K – – –
LWA
3440
Lowe Wealth Advisors
Maryland
$185K +$132K +224 +249%
PCWA
3441
Pacific Capital Wealth Advisors
California
$183K – – –
SFA
3442
Semmax Financial Advisors
North Carolina
$181K -$613 -1 -0.3%
BAM
3443
Bellevue Asset Management
Washington
$178K +$68.9K +117 +63%
EPW
3444
Evergreen Private Wealth
Colorado
$177K – – –
AWM
3445
Aberdeen Wealth Management
Illinois
$177K – – –
CFG
3446
Chapman Financial Group
Hawaii
$177K +$177K +300 New
AWM
3447
AllSquare Wealth Management
New York
$175K -$2.36K -4 -1%
GP
3448
Greenline Partners
New York
$174K -$99.5K -169 -36%
VAG
3449
VisionPoint Advisory Group
Texas
$173K +$7.05K +12 +4%
ACM
3450
Anfield Capital Management
California
$172K +$5.3K +9 +3%
136 137
138
139 140