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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 %
WCM
2001
Wealthcare Capital Management
Virginia
$2.57M -$405K -688 -14%
FCM
2002
Firestone Capital Management
Florida
$2.57M +$115K +195 +5%
BSHC
2003
Breed's Hill Capital
Massachusetts
$2.57M – – –
LWANC
2004
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.56M +$32.4K +55 +1%
LA
2005
Lane & Associates
New Jersey
$2.55M -$181K -299 -7%
ICM
2006
Islay Capital Management
Texas
$2.55M -$5.89K -10 -0.2%
PA
2007
PSI Advisors
Florida
$2.54M -$130K -221 -5%
FA
2008
FF Advisors
California
$2.54M -$489K -805 -16%
FF
2009
Francis Financial
$2.54M +$615K +1,044 +32%
BWA
2010
Blodgett Wealth Advisors
California
$2.54M +$280K +475 +12%
PCMF
2011
Private Capital Management (Florida)
Florida
$2.54M -$35.9K -61 -1%
CA
2012
CapWealth Advisors
Tennessee
$2.54M – – –
HAS
2013
HBW Advisory Services
California
$2.54M +$482K +819 +23%
BFA
2014
Beacon Financial Advisory
Ohio
$2.54M -$813K -1,381 -24%
SEM
2015
Strategic Equity Management
Arizona
$2.53M -$11.8K -20 -0.5%
KAM
2016
Knightsbridge Asset Management
California
$2.53M +$7.07K +12 +0.3%
CFD
2017
Creative Financial Designs
Indiana
$2.52M +$142K +242 +6%
SWA
2018
SOA Wealth Advisors
New York
$2.52M -$27.1K -46 -1%
SMWM
2019
Silvia McColl Wealth Management
California
$2.52M – – –
MCA
2020
Magnolia Capital Advisors
Mississippi
$2.51M +$170K +288 +7%
IIM
2021
InTrack Investment Management
Vermont
$2.51M +$188K +321 +8%
PIA
2022
Panoramic Investment Advisors
Colorado
$2.5M +$41.8K +71 +2%
WA
2023
WPG Advisers
Maryland
$2.5M +$2.5M +4,239 New
FFA
2024
Founders Financial Alliance
North Carolina
$2.49M +$220K +373 +10%
CA
2025
CGN Advisors
Kansas
$2.49M +$1.42M +2,413 +133%
79 80
81
82 83