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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 %
BIG
3526
Brooklyn Investment Group
New York
$43K – – –
KSB
3527
Kennebec Savings Bank
Maine
$40.3K – – –
TVWM
3528
Tower View Wealth Management
Wisconsin
$40.2K +$14.8K +25 +58%
NWM
3529
Navigoe Wealth Management
California
$38K +$38K +66 New
BFS
3530
Burkett Financial Services
South Carolina
$37.4K – – –
SN
3531
Sittner & Nelson
Oregon
$37.1K – – –
ATC
3532
Advantage Trust Company
Kansas
$35.9K +$35.9K +61 New
EAM
3533
Eukles Asset Management
Ohio
$34.7K – – –
ICCON
3534
Investment Counsel Company of Nevada
Nevada
$33K +$33K +56 New
UIA
3535
Ulland Investment Advisors
Minnesota
$32K +$32K +55 New
MA
3536
Modus Advisors
Minnesota
$31.8K +$31.8K +54 New
SIP
3537
Sellwood Investment Partners
Oregon
$31.8K +$31.8K +54 New
PK
3538
Pflug Koory
Nebraska
$31.2K – – –
CPL
3539
Capital & Planning LLC
Georgia
$31.2K +$31.2K +53 New
Group One Trading
3540
Group One Trading
Illinois
$31.2K +$31.2K +53 New
MAM
3541
Marquette Asset Management
Minnesota
$30.6K -$43K -73 -58%
MMCM
3542
Murphy & Mullick Capital Management
New York
$30K +$30K +51 New
SFC
3543
SYM Financial Corp
Indiana
$30K +$30K +51 New
WAG
3544
Windsor Advisory Group
Ohio
$29.4K +$14.7K +25 +100%
1IA
3545
1620 Investment Advisors
Massachusetts
$25.3K – – –
BCM
3546
Birch Capital Management
Texas
$23.5K – – –
CNBTD
3547
Citizens National Bank Trust Department
Mississippi
$23.5K – – –
MSWA
3548
Marshall & Sterling Wealth Advisors
New York
$21.8K +$21.8K +37 New
DRP
3549
Decker Retirement Planning
Utah
$21.2K +$21.2K +36 New
GI
3550
GS Investments
Minnesota
$19.6K – – –
140 141
142
143 144