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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 %
MAM
3451
Morse Asset Management
Connecticut
$168K +$145K +246 +615%
SCA
3452
Stuart Chaussee & Associates
California
$166K – – –
DWM
3453
Darwin Wealth Management
Florida
$163K -$2.1M -3,560 -93%
CI
3454
Clal Insurance
Israel
$163K +$163K +277 New
MEG
3455
Millstone Evans Group
Colorado
$162K +$162K +275 New
PCTC
3456
Perkins Coie Trust Company
Washington
$161K – – –
HIIFS
3457
Harel Insurance Investments & Financial Services
Israel
$154K – – –
LFASL
3458
Lugano Financial Advisors SA (LFA)
Switzerland
$151K – – –
WWM
3459
Wolff Wiese Magana
California
$148K – – –
MFG
3460
Menard Financial Group
Texas
$148K +$148K +251 New
MIM
3461
Marshall Investment Management
Colorado
$148K +$148K +256 New
MCM
3462
Mill Capital Management
North Carolina
$147K – – –
KTC
3463
Kentucky Trust Company
Kentucky
$147K +$147K +250 New
WCM
3464
Weaver Capital Management
Georgia
$142K +$588 +1 +0.4%
MAS
3465
MPWM Advisory Solutions
Georgia
$142K +$142K +241 New
BCM
3466
Blume Capital Management
California
$141K -$63K -107 -31%
RFS
3467
Richardson Financial Services
Massachusetts
$134K -$301K -511 -69%
AFG
3468
Albion Financial Group
Utah
$133K +$17.1K +29 +15%
Parallax Volatility Advisers
3469
Parallax Volatility Advisers
California
$131K +$131K +222 New
RP
3470
Rice Partnership
Hawaii
$127K +$18.8K +32 +17%
FFL
3471
Financial Freedom LLC
Ohio
$127K +$589 +1 +0.5%
LIS
3472
Legacy Investment Solutions
Idaho
$124K +$26K +43 +26%
LWMI
3473
Legacy Wealth Management (Idaho)
Idaho
$124K +$26K +43 +26%
CTC
3474
Cetera Trust Company
Minnesota
$124K – – –
CAM
3475
Costello Asset Management
Pennsylvania
$117K – – –
137 138
139
140 141