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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 %
BIA
3476
Bell Investment Advisors
California
$117K -$7.05K -12 -6%
PSFG
3477
Park Square Financial Group
Georgia
$115K +$115K +196 New
PMIM
3478
Prudent Man Investment Management
Colorado
$112K +$112K +191 New
AIP
3479
Alexis Investment Partners
Texas
$109K +$109K +186 New
NRWA
3480
North Ridge Wealth Advisors
Oregon
$106K +$106K +180 New
RS
3481
Rakuten Securities
Japan
$104K +$54.2K +92 +108%
AGWCA
3482
Annis Gardner Whiting Capital Advisors
Florida
$104K +$2.95K +5 +3%
EWA
3483
Elevate Wealth Advisory
Georgia
$101K – – –
GK
3484
Graney & King
New York
$98.3K +$98.3K +167 New
CWM
3485
Crowley Wealth Management
Delaware
$97.7K +$97.7K +166 New
KWAG
3486
Kiely Wealth Advisory Group
North Carolina
$96.6K – – –
TWM
3487
Topsail Wealth Management
North Carolina
$96.5K +$96.5K +164 New
AWM
3488
Accredited Wealth Management
Kentucky
$96K +$96K +163 New
KFO
3489
Kopp Family Office
Minnesota
$94K -$22.5K -38 -19%
GCM
3490
GKV Capital Management
California
$92.4K +$92.4K +157 New
OCM
3491
Osterweis Capital Management
California
$89.5K -$87.7K – –
PCM
3492
Perritt Capital Management
Illinois
$86.9K – – –
AF
3493
Aviso Financial
Ontario, Canada
$82.4K – – –
GPFA
3494
Game Plan Financial Advisors
Ohio
$81.9K – – –
AWM
3495
Atticus Wealth Management
Florida
$78.9K -$11.2K -19 -12%
CJH
3496
Christopher J. Hasenberg
Wisconsin
$74.8K +$15.3K +26 +26%
WAM
3497
WFA Asset Management
Wisconsin
$74.4K -$1.77K -3 -2%
EWP
3498
Elevation Wealth Partners
California
$74.2K +$12.4K +21 +20%
MTIC
3499
Missouri Trust & Investment Company
Missouri
$73.6K +$73.6K +125 New
IIL
3500
Insight Inv LLC
California
$72.4K +$72.4K +123 New
138 139
140
141 142