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iShares Core S&P 500 ETF

3,604 hedge funds and large institutions have $454B invested in iShares Core S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 543 funds opening new positions, 1,400 increasing their positions, 1,239 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

570% more first-time investments, than exits

New positions opened: 543 | Existing positions closed: 81

15% more capital invested

Capital invested by funds: $395B → $454B (+$59.7B)

14% more funds holding in top 10

Funds holding in top 10: 1,0311,179 (+148)

13% more repeat investments, than reductions

Existing positions increased: 1,400 | Existing positions reduced: 1,239

12% more funds holding

Funds holding: 3,2043,604 (+400)

0.31% more ownership

Funds ownership: 75.47%75.78% (+0.31%)

32% less call options, than puts

Call options by funds: $1.12B | Put options by funds: $1.64B

Holders
3,604
Holders Change
+400
Holders Change %
+12.48%
% of All Funds
47.46%
Holding in Top 10
1,179
Holding in Top 10 Change
+148
Holding in Top 10 Change %
+14.35%
% of All Funds
15.53%
New
543
Increased
1,400
Reduced
1,239
Closed
81
Calls
$1.12B
Puts
$1.64B
Net Calls
-$518M
Net Calls Change
-$535M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
226
Lazard Asset Management
New York
$196M +$3.05M +5,155 +2%
SWP
227
Stratos Wealth Partners
Ohio
$194M -$3.06M -5,165 -2%
Holocene Advisors
228
Holocene Advisors
New York
$194M +$195M +330,000 New
Korea Investment Corp
229
Korea Investment Corp
South Korea
$193M +$14.8M +24,935 +8%
Voloridge Investment Management
230
Voloridge Investment Management
Florida
$192M -$218M -369,000 -53%
VC
231
Vicus Capital
Pennsylvania
$192M +$2.85M +4,810 +1%
Ensign Peak Advisors
232
Ensign Peak Advisors
Utah
$191M +$156M +262,724 +427%
Sumitomo Mitsui Trust Group
233
Sumitomo Mitsui Trust Group
Japan
$190M -$26.8M -45,291 -12%
LW
234
Linscomb Wealth
Texas
$190M -$212K -359 -0.1%
FIB
235
First Interstate Bank
Montana
$189M -$6.21M -10,492 -3%
FFA
236
Farther Finance Advisors
California
$187M +$12.3M +20,797 +7%
BSB
237
Bangor Savings Bank
Maine
$185M +$5.31M +8,965 +3%
ESL
238
Endurance Services Ltd
New York
$181M
AWM
239
AE Wealth Management
Kansas
$180M -$5.85M -9,880 -3%
GT
240
Glenview Trust
Kentucky
$179M +$1.03M +1,737 +0.6%
GFP
241
Gryphon Financial Partners
Ohio
$178M +$703K +1,188 +0.4%
PP
242
Prudential plc
United Kingdom
$177M +$55.6M +93,927 +45%
AWM
243
Apollon Wealth Management
South Carolina
$177M +$44.6M +75,333 +33%
LPT
244
Legacy Private Trust
Wisconsin
$177M -$3.08M -5,198 -2%
TFM
245
TFC Financial Management
Massachusetts
$173M +$1.32M +2,229 +0.8%
Kayne Anderson Rudnick Investment Management
246
Kayne Anderson Rudnick Investment Management
California
$172M +$8.47M +14,312 +5%
AC
247
Allstate Corporation
Illinois
$171M -$7.4M -12,500 -4%
MSA
248
Mason Street Advisors
Wisconsin
$169M -$9.17M -15,500 -5%
BPA
249
Beacon Pointe Advisors
California
$169M +$3.42M +5,781 +2%
WI
250
WealthNavi Inc
Japan
$167M +$40.3M +68,050 +32%

IVV Hedge Fund Activity: Q4 2024 in Review

3,604 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q4 2024, worth a combined $454B — up 15% from $395B a quarter earlier.

Buyers outnumbered sellers: 543 funds opened new IVV positions and 81 closed out — a net gain of 462 holders — while 1,400 added to existing stakes and 1,239 trimmed.

The largest buyer was Nisa Investment Advisors, opening a new position worth an estimated $5.84B. The largest seller was International Assets Investment Management, cutting an estimated $6.05B.

  • 3,604 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q4 2024, up from 3,204 in Q3 2024.
  • Funds reported $454B of iShares Core S&P 500 ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 543 funds opened new iShares Core S&P 500 ETF positions in Q4 2024 and 81 closed out, a net change of +462 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q4 2024 was Nisa Investment Advisors, an estimated $5.84B added.
  • The largest iShares Core S&P 500 ETF seller in Q4 2024 was International Assets Investment Management, an estimated $6.05B sold.

Based on aggregated 13F filings for Q4 2024.