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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
RAM
3151
Revere Asset Management
Texas
$367K +$58.6K +99 +19%
AC
3152
AIFG Consultants
New York
$366K +$1.18K +2 +0.3%
SFG
3153
Shum Financial Group
California
$365K
BC
3154
Bowman & Company
Wisconsin
$365K +$3.55K +6 +1%
TIM
3155
Tevis Investment Management
Texas
$364K +$366K +619 New
BFWM
3156
Bright Futures Wealth Management
New York
$364K +$40.8K +69 +13%
MG
3157
MilWealth Group
Wisconsin
$363K
FFA
3158
Fortune Financial Advisors
Kansas
$363K
RCA
3159
Ranch Capital Advisors
Florida
$362K +$74K +125 +26%
CI
3160
Carroll Investors
South Carolina
$361K -$14.8K -25 -4%
IWP
3161
Invenio Wealth Partners
Florida
$361K -$5.92K -10 -2%
LKIM
3162
Lawson Kroeker Investment Management
Nebraska
$360K +$362K +612 New
FFS
3163
Fischer Financial Services
Pennsylvania
$360K +$362K +611 New
VNIM
3164
Vaughan Nelson Investment Management
Texas
$359K +$127K +215 +54%
IA
3165
Intellus Advisors
Florida
$359K +$360K +609 New
SA
3166
Shilanski & Associates
Alaska
$358K +$360K +609 New
MGIA
3167
Matthew Goff Investment Advisor
Texas
$358K -$6.51K -11 -2%
WCM
3168
Westend Capital Management
California
$358K -$35.5K -60 -9%
PWM
3169
Prentice Wealth Management
New York
$358K -$3.55K -6 -1%
SA
3170
SoundView Advisors
Washington
$357K +$360K +608 New
MCG
3171
McCollum Christoferson Group
New York
$356K
KA
3172
Kearns & Associates
California
$356K
HIS
3173
Horizon Investment Services
Indiana
$356K +$56.8K +96 +19%
PEA
3174
Park Edge Advisors
Ohio
$356K +$11.2K +19 +3%
BWL
3175
Beacon Wealthcare LLC
North Carolina
$355K -$20.7K -35 -5%

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.