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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 %
KFA
576
Kelleher Financial Advisors
New York
$47.1M -$263K -447 -0.6%
CWG
577
Cornerstone Wealth Group
North Carolina
$47M +$2.86M +4,864 +6%
HI
578
Harbour Investments
Wisconsin
$47M -$352K -598 -0.7%
ICMARC
579
International City Management Association Retirement Corp
District of Columbia
$46.9M – – –
CWM
580
Cranbrook Wealth Management
Michigan
$46.9M -$397K -674 -0.8%
GPA
581
Guidance Point Advisors
Massachusetts
$46.8M +$420K +713 +0.9%
CWM
582
Cornerstone Wealth Management
Missouri
$46.7M -$622K -1,056 -1%
GWM
583
GoalFusion Wealth Management
Texas
$46.4M +$507K +862 +1%
P3I
584
Progeny 3 Inc
Washington
$46.4M – – –
SFS
585
Sowell Financial Services
Arkansas
$46.4M -$9.18M -15,598 -17%
PFG
586
PAX Financial Group
Texas
$46.2M +$746K +1,267 +2%
CPSAC
587
Chas P. Smith & Associates (CPS)
Florida
$45.9M -$1.63M -2,776 -3%
GIA
588
Gladstone Institutional Advisory
Florida
$45.9M +$969K +1,646 +2%
KTA
589
Keeley-Teton Advisors
Illinois
$45.9M -$564K -958 -1%
BA
590
Bluesphere Advisors
Pennsylvania
$45.8M +$34.7K +59 +0.1%
WPW
591
Watershed Private Wealth
Illinois
$45.7M +$1.84M +3,122 +4%
SCM
592
Spreng Capital Management
Ohio
$45.7M +$4.21M +7,154 +10%
SIA
593
Sovereign Investment Advisors
Arizona
$45.6M +$3.25M +5,522 +8%
KPWG
594
KFA Private Wealth Group
Virginia
$45.6M +$6.31M +10,727 +16%
HCM
595
Hollencrest Capital Management
California
$45.3M -$2.04M -3,469 -4%
VFA
596
Voya Financial Advisors
Connecticut
$45.1M -$699K -1,182 -2%
BWFA
597
Baltimore-Washington Financial Advisors
Maryland
$45M +$1.73M +2,942 +4%
LFP
598
Lakeshore Financial Planning
Michigan
$45M +$1.76M +2,986 +4%
WAAG
599
Wealth Alliance Advisory Group
Kansas
$45M -$658K -1,118 -1%
BAM
600
Beaumont Asset Management
Texas
$44.9M -$1.01M -1,718 -2%
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