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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 %
PBK
3501
Peoples Bank (Kansas)
Kansas
$71.2K – – –
ATC
3502
Adirondack Trust Company
New York
$71.2K – – –
SAM
3503
Synergy Asset Management
Washington
$66.7K +$66.7K +116 New
DWA
3504
Dougherty Wealth Advisers
Minnesota
$66.5K +$66.5K +113 New
PP
3505
PrairieView Partners
Minnesota
$66K – – –
GGI
3506
Godsey & Gibb Inc
Virginia
$64.8K – – –
AF
3507
Atala Financial
California
$64.8K +$64.8K +110 New
HFM
3508
Hartford Financial Management
Connecticut
$63K – – –
PG
3509
Proffitt & Goodson
Tennessee
$60.6K – – –
KC
3510
Knuff & Co
California
$58.9K – – –
PWM
3511
Parkworth Wealth Management
California
$58.9K +$58.9K +100 New
EA
3512
Evolution Advisers
Virginia
$58K -$8.12K -14 -12%
TIM
3513
Thompson Investment Management
Wisconsin
$56.5K – – –
BCPWM
3514
Bradley & Co Private Wealth Management
Florida
$55.9K +$55.9K +95 New
AFS
3515
Anderson Financial Strategies
Ohio
$55.9K +$55.9K +95 New
BLC
3516
Brown, Lisle/Cummings
Rhode Island
$55.3K – – –
HB
3517
Horizon Bancorp
Indiana
$55K – – –
YAL
3518
Your Advocates Ltd
Texas
$53.6K +$5.89K +10 +12%
WW
3519
Winnow Wealth
Texas
$53.3K +$53.3K +91 New
FFA
3520
Fairfield Financial Advisors
Massachusetts
$51.2K -$17.6K -30 -26%
B
3521
Birchbrook
Maine
$48.3K +$14.1K +24 +41%
CFS
3522
Compass Financial Services
Iowa
$48.3K +$48.3K +82 New
PFG
3523
Putney Financial Group
California
$47.1K +$47.1K +80 New
LI
3524
LRI Investments
Florida
$45.9K – – –
PWMG
3525
Private Wealth Management Group
New Jersey
$45.3K – – –
139 140
141
142 143