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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 %
AWM
451
Avior Wealth Management
Nebraska
$68.9M +$3.07M +5,214 +5%
ETS
452
ESL Trust Services
New York
$68.6M +$331K +562 +0.5%
GF
453
Gries Financial
Ohio
$68.5M -$688K -1,168 -1%
BWIA
454
Bryant Woods Investment Advisors
New York
$68.3M +$1.72M +2,919 +3%
TAM
455
TCP Asset Management
Ohio
$68.1M +$1.46M +2,476 +2%
AQR Capital Management
456
AQR Capital Management
Connecticut
$67.6M +$10M +17,057 +17%
Rafferty Asset Management
457
Rafferty Asset Management
New York
$67.6M – – –
PWM
458
Proathlete Wealth Management
Florida
$67.5M +$4.57M +7,764 +7%
PIM
459
Parker Investment Management
California
$67.5M -$11.4M -19,299 -14%
ANB
460
Amarillo National Bank
Texas
$67M -$54.7K -93 -0.1%
VCM
461
Vision Capital Management
Oregon
$66.7M +$1.21M +2,049 +2%
TCM
462
Towercrest Capital Management
Pennsylvania
$66.7M +$1.99M +3,379 +3%
WCF
463
West Coast Financial
California
$66.7M +$911K +1,547 +1%
WDL
464
Well Done LLC
Michigan
$65.9M – – –
FPGK
465
Financial Partners Group (Kansas)
Kansas
$65.5M +$354K +601 +0.5%
SMC
466
Smith, Moore & Co
Missouri
$64.8M +$663K +1,127 +1%
LWA
467
Lineweaver Wealth Advisors
Ohio
$64.7M -$3.32M -5,636 -5%
HIG
468
Heritage Investment Group
Florida
$64.6M +$2.38M +4,046 +4%
LP
469
LGL Partners
Pennsylvania
$64.6M -$5.62M -9,553 -8%
HWM
470
HighMark Wealth Management
Minnesota
$64.5M -$639K -1,086 -1%
HP
471
Hancock Prospecting
Australia
$64.4M +$64.4M +109,395 New
TA
472
Tectonic Advisors
Texas
$64M +$1.73M +2,932 +3%
AIP
473
Ameritas Investment Partners
Nebraska
$63.7M +$777K +1,320 +1%
BHWM
474
Bar Harbor Wealth Management
New Hampshire
$63.6M +$11.5M +19,516 +22%
OC
475
Oppenheimer & Co
New York
$63.1M +$794K +1,348 +1%
17 18
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