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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
EPA
251
Element Pointe Advisors
Florida
$165M +$3.89M +6,578 +2%
MIM
252
Monashee Investment Management
Massachusetts
$165M +$7.64M +12,900 +5%
GC
253
Gilbert & Cook
Iowa
$165M -$4.21M -7,112 -2%
TLFA
254
True Link Financial Advisors
California
$163M +$303K +512 +0.2%
RIS
255
Retirement Income Solutions
Michigan
$162M +$30.8M +51,972 +23%
DWM
256
Dakota Wealth Management
Florida
$160M +$369K +624 +0.2%
AI
257
Atria Investments
North Carolina
$160M -$2.2M -3,713 -1%
American Century Companies
258
American Century Companies
Missouri
$158M +$129M +218,015 +430%
JFA
259
JNBA Financial Advisors
Minnesota
$158M +$11.3M +19,142 +8%
LF
260
Lee Financial
Texas
$157M +$1.45M +2,444 +0.9%
TC
261
Toews Corporation
New Jersey
$157M +$122M +205,300 +333%
FFA
262
First Foundation Advisors
California
$157M +$13.1M +22,213 +9%
MWM
263
Modera Wealth Management
New Jersey
$155M +$3.29M +5,552 +2%
Tudor Investment Corp
264
Tudor Investment Corp
Connecticut
$154M +$137M +232,122 +790%
BCI
265
Brinker Capital Investments
Pennsylvania
$153M -$101M -170,738 -40%
OPS
266
Orion Portfolio Solutions
Nebraska
$153M -$101M -170,738 -40%
AAG
267
Armstrong Advisory Group
Massachusetts
$153M +$6.55M +11,069 +4%
FDCDDQ
268
Federation des caisses Desjardins du Quebec
Quebec, Canada
$149M -$3.97M -6,707 -3%
CWM
269
Calamos Wealth Management
Illinois
$148M -$2.17M -3,674 -1%
SWA
270
SFMG Wealth Advisors
Texas
$147M +$1.47M +2,486 +1%
2P
271
26North Partners
New York
$147M +$132K +223 +0.1%
SNB
272
Security National Bank
Nebraska
$146M -$14.2M -23,961 -9%
GIM
273
Goelzer Investment Management
Indiana
$146M -$1.46M -2,473 -1%
BWP
274
BlueStem Wealth Partners
Minnesota
$145M +$146M +245,983 New
UWPG
275
Ullmann Wealth Partners Group
Florida
$144M -$1.71M -2,890 -1%

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.