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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 %
BAS
1001
Breakthru Advisory Services
Wisconsin
$17.4M +$17.4M +29,601 New
SCP
1002
Silverleafe Capital Partners
Tennessee
$17.4M +$3.27M +5,555 +23%
AL
1003
ADE LLC
Maryland
$17.4M +$338K +574 +2%
EF
1004
Elite Financial
Idaho
$17.2M +$17.2M +29,171 New
CIP
1005
Capital Insight Partners
Arizona
$17.2M -$673K -1,143 -4%
SAF
1006
Smith Anglin Financial
Texas
$17.1M +$114K +194 +0.7%
CWM
1007
Centurion Wealth Management
Virginia
$17.1M -$268K -456 -2%
Vanguard Group
1008
Vanguard Group
Pennsylvania
$17.1M +$473K +804 +3%
AIM
1009
Acropolis Investment Management
Missouri
$17.1M -$334K -567 -2%
FFW
1010
Fusion Family Wealth
New York
$17M +$111K +188 +0.7%
NAG
1011
Northstar Advisory Group
New Jersey
$17M +$5.3M +9,001 +45%
Retirement Systems of Alabama
1012
Retirement Systems of Alabama
Alabama
$16.9M -$328K -557 -2%
WWM
1013
Wiser Wealth Management
Georgia
$16.9M +$1.18K +2 +0%
CPW
1014
Catalyst Private Wealth
California
$16.9M -$418K -710 -2%
PFA
1015
Pinnacle Family Advisors
Missouri
$16.8M -$292K -496 -2%
MPWT
1016
MassMutual Private Wealth & Trust
Connecticut
$16.7M +$75.4K +128 +0.5%
SCM
1017
Sunbeam Capital Management
Georgia
$16.7M +$16.7M +28,424 New
PCA
1018
Pallas Capital Advisors
Massachusetts
$16.7M +$33.6K +57 +0.2%
BWM
1019
BCGM Wealth Management
Indiana
$16.6M +$129K +219 +0.8%
CLOS
1020
Compagnie Lombard Odier SCmA
Switzerland
$16.6M +$10.4M +17,684 +168%
SGCA
1021
Steel Grove Capital Advisors
Tennessee
$16.6M +$363K +617 +2%
FPAS
1022
Focus Partners Advisor Solutions
Missouri
$16.6M +$522K +887 +3%
TMWM
1023
Taylor & Morgan Wealth Management
Michigan
$16.5M -$175K -298 -1%
AWM
1024
Aegis Wealth Management
Maryland
$16.5M +$16.5M +28,079 New
FPW
1025
Fairvoy Private Wealth
Alabama
$16.5M +$16.5M +27,966 New
39 40
41
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