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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
EE
3076
EWG Elevate
California
$418K +$72.8K +123 +21%
KFS
3077
Kurt F. Somerville
$417K -$1.18M -2,000 -74%
W
3078
WorthPointe
California
$416K -$30.8K -52 -7%
SF
3079
Strategent Financial
Virginia
$416K +$418K +706 New
SEM
3080
Suncoast Equity Management
Florida
$415K +$418K +706 New
PAWA
3081
Palo Alto Wealth Advisors
California
$415K -$28.4K -48 -6%
SGWM
3082
Sterling Group Wealth Management
California
$415K
VPF
3083
Vantage Point Financial
Illinois
$415K +$417K +704 New
TPW
3084
TL Private Wealth
Texas
$414K
KCM
3085
Kathmere Capital Management
Pennsylvania
$413K +$130K +220 +46%
EPAM
3086
Evelyn Partners Asset Management
$413K +$415K +701 New
LK
3087
Lumbard & Kellner
New Hampshire
$412K -$39.7K -67 -9%
SPI
3088
Sutton Place Investors
New York
$412K -$4.14K -7 -1%
ACM
3089
Alpha Capital Management
Texas
$412K +$7.1K +12 +2%
CFS
3090
CGC Financial Services
Oregon
$411K -$46.8K -79 -10%
FWM
3091
FLP Wealth Management
Arkansas
$410K +$413K +697 New
BCM
3092
BluePath Capital Management
Georgia
$410K +$19.5K +33 +5%
CGH
3093
Crossmark Global Holdings
Texas
$410K
NAMM
3094
NorthStar Asset Management (Massachusetts)
Massachusetts
$410K
Legacy Financial Group (Iowa)
3095
Legacy Financial Group (Iowa)
Iowa
$409K +$411K +695 New
KWM
3096
Kiker Wealth Management
Georgia
$409K +$411K +695 New
CPWM
3097
Cypress Point Wealth Management
Texas
$409K
IWP
3098
Insight Wealth Partners
Texas
$409K
DK
3099
David Kennon
Florida
$408K
EGA
3100
Eagle Global Advisors
Texas
$407K +$71K +120 +21%

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.