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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 %
FWA
1951
FSM Wealth Advisors
Ohio
$2.76M -$10.7K -18 -0.4%
GIA
1952
Goodwin Investment Advisory
Georgia
$2.76M -$27.7K -47 -1%
GJWM
1953
Gilliland Jeter Wealth Management
Arkansas
$2.75M +$419K +712 +18%
SA
1954
SRH Advisors
Kansas
$2.75M – – –
MHC
1955
Meyer Handelman Company
New York
$2.75M – – –
FFS
1956
Fortress Financial Solutions
Arizona
$2.75M +$2.75M +4,669 New
ACA
1957
Ackerman Capital Advisors
Texas
$2.75M – – –
KSWA
1958
Kathleen S. Wright Associates
Pennsylvania
$2.75M +$57.1K +97 +2%
SRC
1959
Sage Rhino Capital
California
$2.75M – – –
TWM
1960
Tolleson Wealth Management
Texas
$2.74M – – –
DWS
1961
Discipline Wealth Solutions
South Carolina
$2.74M +$58.3K +99 +2%
LNWWM
1962
Laird Norton Wetherby Wealth Management
California
$2.74M -$87.1K -148 -3%
MPI
1963
Mairs & Power Inc
Minnesota
$2.74M -$135K -230 -5%
GJIA
1964
Glass Jacobson Investment Advisors
Maryland
$2.73M +$40.6K +69 +2%
BPC
1965
Bearing Point Capital
Minnesota
$2.73M +$2.73M +4,633 New
OWP
1966
Obermeyer Wealth Partners
Colorado
$2.72M +$40K +68 +1%
PCM
1967
Park Capital Management
Wisconsin
$2.72M +$2.72M +4,627 New
GWMR
1968
GC Wealth Management RIA
Massachusetts
$2.72M +$5.89K +10 +0.2%
EFG
1969
Ehrlich Financial Group
California
$2.72M +$334K +568 +14%
FA
1970
Forefront Analytics
Pennsylvania
$2.71M -$175K -298 -6%
CB
1971
Centennial Bank
Arkansas
$2.7M – – –
GCM
1972
Gallacher Capital Management
Colorado
$2.7M -$100K -170 -4%
RFG
1973
REAP Financial Group
Texas
$2.69M -$53.6K -91 -2%
PA
1974
Pineridge Advisors
Missouri
$2.69M -$11.2K -19 -0.4%
MIM
1975
Montgomery Investment Management
Maryland
$2.69M +$234K +398 +10%
77 78
79
80 81