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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 %
BHPW
1676
Beverly Hills Private Wealth
California
$4.42M +$328K +558 +8%
RA
1677
Ruggaard & Associates
Ohio
$4.42M -$26.5K -45 -0.6%
HBWM
1678
Hollow Brook Wealth Management
New York
$4.41M -$37.1K -63 -0.8%
NEPWA
1679
New England Private Wealth Advisors
Massachusetts
$4.39M +$33.6K +57 +0.8%
AFA
1680
AA Financial Advisors
Ohio
$4.39M -$54.2K -92 -1%
HPC
1681
HM Payson & Co
Maine
$4.37M +$42.4K +72 +1%
MA
1682
MAS Advisors
Florida
$4.37M +$3.86M +6,555 +753%
GWS
1683
Glassman Wealth Services
Virginia
$4.37M +$53K +90 +1%
PFBT
1684
Parkside Financial Bank & Trust
Missouri
$4.37M +$193K +327 +5%
EBT
1685
Enterprise Bank & Trust
Massachusetts
$4.37M +$68.9K +117 +2%
TCM
1686
Triumph Capital Management
Colorado
$4.36M -$138K -235 -3%
SEI Investments
1687
SEI Investments
Pennsylvania
$4.35M +$44.7K +76 +1%
GGS
1688
Galvin Gaustad & Stein
Arizona
$4.34M -$862K -1,465 -17%
GAM
1689
Gemmer Asset Management
California
$4.33M +$94.2K +160 +2%
GWM
1690
Gitterman Wealth Management
New Jersey
$4.32M +$1.18K +2 +0%
MCC
1691
Maiden Cove Capital
Maine
$4.32M -$505K -858 -10%
GA
1692
Geller Advisors
New York
$4.32M – – –
BOJHT
1693
Bank of Jackson Hole Trust
Wyoming
$4.32M +$4.32M +7,338 New
PCH
1694
PGIM Custom Harvest
New Jersey
$4.32M +$1.24M +2,108 +40%
AWA
1695
Aaron Wealth Advisors
Illinois
$4.3M +$13K +22 +0.3%
EIA
1696
Edgemoor Investment Advisors
Maryland
$4.3M -$1.77K -3 -0%
GFA
1697
Gallagher Fiduciary Advisors
Illinois
$4.29M +$525K +892 +14%
CWM
1698
Centricity Wealth Management
Ohio
$4.29M +$4.29M +7,294 New
SC
1699
Sepio Capital
Utah
$4.28M +$423K +718 +11%
LSIA
1700
LaSalle St. Investment Advisors
Illinois
$4.26M +$1.12M +1,903 +36%
66 67
68
69 70