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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 %
DJFS
3626
Dean Jacobson Financial Services
Texas
– -$226K -392 Closed
KHCM
3627
Kirtland Hills Capital Management
Ohio
– -$223K -387 Closed
DAC
3628
Dividend Assets Capital
South Carolina
– -$214K -371 Closed
PFP
3629
Paragon Financial Partners
California
– -$213K -370 Closed
BBW
3630
Blue Barn Wealth
Utah
– -$212K -368 Closed
AWC
3631
Adamsbrown Wealth Consultants
Kansas
– -$212K -367 Closed
DWM
3632
Dopkins Wealth Management
New York
– -$212K -367 Closed
TFP
3633
Tilia Fiduciary Partners
North Carolina
– -$208K -361 Closed
MAM
3634
MWA Asset Management
Massachusetts
– -$207K -359 Closed
SFPM
3635
Sensible Financial Planning & Management
Massachusetts
– -$203K -352 Closed
CA
3636
Cannon Advisors
North Carolina
– -$201K -351 Closed
BCP
3637
Blue Chip Partners
Michigan
– -$186K -323 Closed
SIM
3638
Studio Investment Management
Illinois
– -$155K -269 Closed
MWA
3639
MFA Wealth Advisors
Pennsylvania
– -$115K -199 Closed
BIC
3640
Beach Investment Counsel
Pennsylvania
– -$101K -175 Closed
OW
3641
Olistico Wealth
Oklahoma
– -$80.2K -139 Closed
RWM
3642
Reston Wealth Management
Virginia
– -$71.2K -123 Closed
CA
3643
Claris Advisors
Missouri
– -$53.4K -93 Closed
IAS
3644
IMA Advisory Services
Colorado
– -$47.9K -83 Closed
HI
3645
Hoey Investments
Pennsylvania
– -$41.6K -76 Closed
CWM
3646
Cedar Wealth Management
California
– -$38.6K -67 Closed
DWS
3647
Dynamic Wealth Strategies
California
– -$39K -67 Closed
UCI
3648
Uncommon Cents Investing
Wisconsin
– -$36.9K -64 Closed
SHF
3649
Safe Harbor Fiduciary
Florida
– -$32.9K -57 Closed
FAM
3650
Flaharty Asset Management
Florida
– -$28.6K -50 Closed
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