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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
AIFS
3126
A&I Financial Services
Colorado
$387K +$389K +657 New
PC
3127
Promus Capital
Illinois
$386K +$388K +655 New
WIC
3128
Wilkins Investment Counsel
Massachusetts
$383K
HP
3129
Hilltop Partners
Indiana
$382K +$384K +649 New
IC
3130
Innealta Capital
Texas
$381K
CCC
3131
Compass Capital Corp
Massachusetts
$379K +$371K +626 New
GCWM
3132
Graham Capital Wealth Management
District of Columbia
$378K
CP
3133
Castleview Partners
Texas
$377K -$9.47K -16 -2%
CA
3134
Carson Advisory
Georgia
$377K -$393K -664 -51%
VCM
3135
Verde Capital Management
Michigan
$376K +$89.4K +151 +31%
AP
3136
Americana Partners
Texas
$374K -$20.7K -35 -5%
CIG
3137
Cairn Investment Group
Washington
$374K
FMTCOCP
3138
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$374K
IW
3139
IronOak Wealth
Texas
$373K +$375K +634 New
TWM
3140
TriaGen Wealth Management
California
$373K
LFA
3141
Lauterbach Financial Advisors
Texas
$373K
LAM
3142
Lewis Asset Management
California
$372K +$1.18K +2 +0.3%
HFF
3143
Halter Ferguson Financial
Indiana
$371K +$373K +630 New
DL
3144
DOHJ LLC
Washington
$371K +$3.55K +6 +1%
BWM
3145
BlackDiamond Wealth Management
New York
$370K -$592 -1 -0.2%
LF
3146
LifeSteps Financial
California
$369K
WCFP
3147
White & Co Financial Planning
Washington
$369K +$371K +626 New
FPF
3148
First Pacific Financial
Washington
$368K +$166K +280 +81%
WFG
3149
Wills Financial Group
Virginia
$368K +$11.8K +20 +3%
MBFW
3150
Morton Brown Family Wealth
Pennsylvania
$367K +$185K +313 +101%

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.