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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
ASN
276
Advisory Services Network
Georgia
$143M +$3.17M +5,348 +2%
SWM
277
Spire Wealth Management
Virginia
$143M +$10.7M +18,052 +8%
GC
278
Grimes & Company
Massachusetts
$142M +$780K +1,318 +0.6%
LBC
279
Lowe Brockenbrough & Co
Virginia
$141M +$8.22M +13,894 +6%
BC
280
Bricktown Capital
Michigan
$141M -$59.2M -100,000 -29%
PFM
281
Phillips Financial Management
Indiana
$140M +$6M +10,136 +4%
SP
282
Stairway Partners
Illinois
$140M +$110M +185,717 +357%
FIA
283
Foundations Investment Advisors
Arizona
$140M +$6.55M +11,065 +5%
Barclays
284
Barclays
United Kingdom
$139M -$225M -380,320 -62%
SSB
285
Sandy Spring Bank
Maryland
$139M +$1.94M +3,273 +1%
SWP
286
Sagespring Wealth Partners
Tennessee
$139M +$191M +322,204 New
RCWVOTCITCONY
287
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$138M +$139M +234,971 New
MFIM
288
Mesirow Financial Investment Management
Illinois
$138M +$873K +1,475 +0.6%
QCG
289
Quadrant Capital Group
Ohio
$137M +$9.16M +15,474 +7%
BBA
290
BLB&B Advisors
Pennsylvania
$136M +$4.87M +8,227 +4%
MLIC
291
Mandatum Life Insurance Company
Finland
$136M +$20.8M +35,108 +18%
GAM
292
Gotham Asset Management
New York
$136M -$229K -387 -0.2%
FSWA
293
Financial Synergies Wealth Advisors
Texas
$134M +$471K +795 +0.3%
LGWM
294
Litman Gregory Wealth Management
California
$134M +$258K +436 +0.2%
CB
295
Commerce Bank
Missouri
$134M -$1.59M -2,678 -1%
MFS
296
McNamara Financial Services
Massachusetts
$132M -$13.4M -22,585 -9%
FNBT
297
FineMark National Bank & Trust
Florida
$132M +$746K +1,261 +0.6%
RSWM
298
Robertson Stephens Wealth Management
California
$131M +$917K +1,550 +0.7%
HFBOT
299
Home Federal Bank of Tennessee
Tennessee
$130M -$3.89M -6,576 -3%
BOH
300
Bank of Hawaii
Hawaii
$130M -$7.85M -13,269 -6%

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.