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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
MIP
3051
Marietta Investment Partners
Wisconsin
$439K
RW
3052
RVW Wealth
California
$437K -$46.8K -79 -10%
BC
3053
Brio Consultants
California
$436K +$5.92K +10 +1%
BBI
3054
Baxter Bros Inc
Connecticut
$436K
FWM
3055
Finer Wealth Management
Massachusetts
$436K -$49.1K -83 -10%
CW
3056
Channel Wealth
California
$434K +$18.9K +32 +5%
GCWM
3057
Guided Capital Wealth Management
Texas
$433K +$436K +736 New
TWM
3058
Trevian Wealth Management
Massachusetts
$432K -$4.14K -7 -0.9%
CJ
3059
Caitlin John
Michigan
$431K +$52.1K +88 +14%
DW30
3060
Drucker Wealth 3.0
New Jersey
$430K -$179K -302 -29%
AHC
3061
Adell Harriman & Carpenter
Texas
$430K
RIS
3062
Richmond Investment Services
Wisconsin
$428K +$430K +727 New
CPC
3063
Consolidated Planning Corp
Georgia
$426K -$162K -273 -27%
VW
3064
Veridan Wealth
Oregon
$425K +$419K +708 New
HWM
3065
Hassell Wealth Management
Louisiana
$425K
CFAM
3066
Center For Asset Management
Florida
$425K -$186K -314 -30%
WAG
3067
Wiser Advisor Group
Arizona
$424K +$12.4K +21 +3%
EA
3068
Ellsworth Advisors
Ohio
$424K +$20.7K +35 +5%
RFM
3069
Royal Fund Management
Florida
$424K -$429K -724 -50%
CMP
3070
Coston McIsaac & Partners
Maine
$422K
MWM
3071
Manske Wealth Management
Texas
$421K +$424K +716 New
DA
3072
Dover Advisors
Virginia
$421K -$4.14K -7 -1%
OBGC
3073
O'Brien Greene & Co
Pennsylvania
$420K -$16.6K -28 -4%
OHWP
3074
Oak Harbor Wealth Partners
North Carolina
$419K -$592 -1 -0.1%
FCG
3075
Fielder Capital Group
Tennessee
$418K

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.