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iShares Core S&P 500 ETF
IVV

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: 1,031 → 1,179 (+148)

13% more repeat investments, than reductions

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

12% more funds holding

Funds holding: 3,204 → 3,604 (+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

Top Buyers

Rank Fund Capital Flow
1
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$5.84B
2
Prudential Financial
Prudential Financial
New Jersey
+$4.03B
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$3.51B
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$1.84B
5
Morgan Stanley
Morgan Stanley
New York
+$1.75B

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$6.05B
2
Bank of America
Bank of America
North Carolina
-$4.41B
3
Squarepoint
Squarepoint
New York
-$2.67B
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.62B
5
Goldman Sachs
Goldman Sachs
New York
-$1.25B
Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
3101
Cornerstone Select Advisors
Missouri
$406K +$408K +690 New
NPAN
3102
Northeast Planning Associates NH
New Hampshire
$406K +$408K +690 New
AGP
3103
Aspire Growth Partners
Florida
$404K +$407K +687 New
MSS
3104
Mitchell Sinkler & Starr
Pennsylvania
$404K – – –
WA
3105
Wambolt & Associates
Colorado
$404K -$140K -236 -26%
NCM
3106
Neumann Capital Management
California
$403K – – –
NG
3107
NWK Group
California
$403K – – –
SFG
3108
Synergy Financial Group
California
$403K +$30.2K +51 +8%
HFA
3109
Highland Financial Advisors
New Jersey
$403K +$74K +125 +22%
FCM
3110
Fogel Capital Management
Florida
$402K +$10.1K +17 +3%
LIA
3111
Lynx Investment Advisory
District of Columbia
$401K +$4.74K +8 +1%
CPA
3112
Compass Planning Associates
Massachusetts
$401K +$403K +681 New
RIP
3113
Reliant Investment Partners
North Carolina
$400K +$402K +679 New
DB
3114
Dravo Bay
Delaware
$398K +$400K +676 New
CHC
3115
City Holding Co
West Virginia
$398K -$16K -27 -4%
BCA
3116
Ballentine Capital Advisors
South Carolina
$397K -$1.78K -3 -0.4%
SRA
3117
Secured Retirement Advisors
Minnesota
$395K – – –
DFA
3118
Delta Financial Advisors
Louisiana
$393K -$202K -341 -34%
SAM
3119
Seelaus Asset Management
New Jersey
$391K – – –
GAA
3120
Global Assets Advisory
Florida
$391K -$398K -672 -50%
RMCM
3121
Reynders McVeigh Capital Management
Massachusetts
$391K +$40.3K +68 +11%
AIA
3122
Allied Investment Advisors
Montana
$390K -$13.6K -23 -3%
TIM
3123
Total Investment Management
Arizona
$388K +$390K +659 New
FSA
3124
Financial Sense Advisors
California
$387K -$44.4K -75 -10%
ACA
3125
American Capital Advisory
Idaho
$387K +$17.8K +30 +5%
123 124
125
126 127

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.