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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 %
MHC
551
May Hill Capital
Massachusetts
$50.5M +$50.5M +85,835 New
JWM
552
JGP Wealth Management
Oregon
$50.3M +$16.8M +28,464 +50%
SFA
553
Sequoia Financial Advisors
Ohio
$50.3M -$957K -1,625 -2%
MWC
554
MKD Wealth Coaches
Michigan
$49.9M +$49.9M +84,703 New
TWC
555
TD Waterhouse Canada
Ontario, Canada
$49.7M +$10.4M +17,663 +26%
AA
556
Ancora Advisors
Ohio
$49.4M -$291K -495 -0.6%
KFSC
557
Keystone Financial Services (Colorado)
Colorado
$49.3M +$496K +843 +1%
RL
558
Rogco LP
Oklahoma
$49.2M -$1.35M -2,286 -3%
FYW
559
Future You Wealth
New York
$48.9M +$48.9M +83,055 New
UOMF
560
University of Massachusetts Foundation
Massachusetts
$48.8M – – –
QCM
561
Quantinno Capital Management
New York
$48.5M +$19.8M +33,573 +69%
HPM
562
Hoxton Planning & Management
West Virginia
$48M -$286K -485 -0.6%
SIM
563
Strategic Investment Management
Virginia
$48M +$47.7M +81,060 +19,675%
MSA
564
Marino Stram & Associates
Massachusetts
$47.9M -$168K -285 -0.3%
WQ
565
Wealth Quarterback
New Jersey
$47.8M +$12.9M +21,977 +37%
CFO
566
Custos Family Office
Texas
$47.7M +$945K +1,605 +2%
WFPG
567
Waller Financial Planning Group
Ohio
$47.6M +$16.2M +27,491 +52%
TCM
568
TD Capital Management
Tennessee
$47.5M -$623K -1,059 -1%
BSSFA
569
Baron Silver Stevens Financial Advisors
Florida
$47.5M +$1.42M +2,405 +3%
APTFM
570
AGUR Provident & Training Funds Management
Israel
$47.4M -$2.9M -4,930 -6%
FMN
571
Financial Management Network
California
$47.3M +$2.02M +3,405 +4%
JWCA
572
J.W. Cole Advisors
Florida
$47.3M -$3.82M -6,489 -7%
BFA
573
Bluestem Financial Advisors
Illinois
$47.3M +$25.3K +43 +0.1%
SIA
574
SkyView Investment Advisors
New Jersey
$47.2M +$227K +386 +0.5%
SIRP
575
Shelter Insurance Retirement Plan
Missouri
$47.1M – – –
21 22
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