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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

3,565 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, 1,388 increasing their positions, 1,231 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,565
Holders Change
+384
Holders Change %
+12.07%
% of All Funds
47.47%
Holding in Top 10
1,162
Holding in Top 10 Change
+140
Holding in Top 10 Change %
+13.7%
% of All Funds
15.47%
New
529
Increased
1,388
Reduced
1,231
Closed
81
Calls
$1.12B
Puts
$1.64B
Net Calls
-$518M
Net Calls Change
-$535M

Top Buyers

1
Nisa Investment Advisors
1
Nisa Investment Advisors
Missouri
$5.81B
2
Prudential Financial
2
Prudential Financial
New Jersey
$6.83B
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$3.49B
4
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.33B
5
Morgan Stanley
5
Morgan Stanley
New York
$16.4B

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$10.5M
2
Bank of America
2
Bank of America
North Carolina
$10.5B
3
Squarepoint
3
Squarepoint
New York
$3.12B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$10.7B
5
Goldman Sachs
5
Goldman Sachs
New York
$5.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
151
Private Advisor Group
New Jersey
$343M +$127M +216,231 +59%
AWE
152
Avidian Wealth Enterprises
Texas
$330M +$21.5M +36,454 +7%
Two Sigma Investments
153
Two Sigma Investments
New York
$330M +$179M +304,700 +119%
UB
154
UMB Bank
Missouri
$329M +$2.63M +4,468 +0.8%
SA
155
Sanctuary Advisors
Indiana
$328M -$2.05M -3,372 -0.6%
SLI
156
Sumitomo Life Insurance
Japan
$327M – – –
Kovitz Investment Group Partners
157
Kovitz Investment Group Partners
Illinois
$324M +$65.3M +110,881 +25%
GAM
158
Goldentree Asset Management
New York
$321M +$321M +545,000 New
NMIMC
159
Northwestern Mutual Investment Management Company
Wisconsin
$319M -$114M -194,300 -26%
AL
160
Aspiriant LLC
California
$315M +$56.3M +95,605 +22%
SLF
161
Sun Life Financial
Ontario, Canada
$310M – – –
KA
162
Klingman & Associates
New York
$308M +$188K +319 +0.1%
NFA
163
Nationwide Fund Advisors
Ohio
$304M +$4.68M +7,957 +2%
BOF
164
Bank of Finland
Finland
$303M -$155M -263,989 -34%
COCM
165
Charter Oak Capital Management
New Hampshire
$302M -$2.53M -4,299 -0.8%
LWMT
166
Legacy Wealth Management (Tennessee)
Tennessee
$302M +$5.75M +9,765 +2%
HHGA
167
Halbert Hargrove Global Advisors
California
$297M +$564K +958 +0.2%
GFG
168
GR Financial Group
Arizona
$295M +$4.75M +8,063 +2%
JC
169
JB Capital
Connecticut
$291M -$5.46M -9,282 -2%
HSBC Holdings
170
HSBC Holdings
United Kingdom
$289M +$79M +134,124 +38%
JSW
171
Journey Strategic Wealth
New Jersey
$289M +$10.4M +17,647 +4%
WFA
172
Wellspring Financial Advisors
Ohio
$287M +$56.7M +96,347 +25%
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$283M -$3.72M -6,280 -1%
MGIA
174
Moneta Group Investment Advisors
Missouri
$280M +$5.25M +8,926 +2%
CPCPP
175
Canada Post Corporation Pension Plan
Canada
$278M +$278M +472,539 New
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