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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
FLA
3176
Financial Life Advisors
Texas
$354K
BF
3177
Brogan Financial
Tennessee
$354K +$1.18K +2 +0.3%
WN
3178
Williams & Novak
California
$354K -$34.3K -58 -9%
CBOR
3179
Community Bank of Raymore
Missouri
$353K
DC
3180
Defender Capital
North Carolina
$353K
SFP
3181
SwitchPoint Financial Planning
Utah
$353K +$355K +600 New
LEFP
3182
Leading Edge Financial Planning
Tennessee
$353K +$108K +182 +44%
AIC
3183
Argus Investors Counsel
New York
$351K -$1.18K -2 -0.3%
SFG
3184
SevenBridge Financial Group
Pennsylvania
$350K
FIM
3185
Fernwood Investment Management
Massachusetts
$350K -$8.6M -14,534 -96%
SWIG
3186
Strategic Wealth Investment Group
Kentucky
$349K +$592 +1 +0.2%
GWA
3187
Gutierrez Wealth Advisory
Arkansas
$349K +$350K +592 New
AFS
3188
AFG Fiduciary Services
Massachusetts
$348K -$19.5K -33 -5%
CFGA
3189
Cambridge Financial Group (Arizona)
Arizona
$348K +$4.74K +8 +1%
GSC
3190
G&S Capital
Colorado
$347K
SAM
3191
SignalPoint Asset Management
Missouri
$347K
DSC
3192
Duncker Streett & Co
Missouri
$346K
HHWM
3193
Hiley Hunt Wealth Management
Nebraska
$344K +$39.7K +67 +13%
CNC
3194
Citizens & Northern Corp
Pennsylvania
$344K +$59.2K +100 +21%
EBSAM
3195
Eubel Brady & Suttman Asset Management
Ohio
$344K
CPP
3196
Capasso Planning Partners
South Carolina
$344K -$172K -290 -33%
LIM
3197
Letson Investment Management
Georgia
$343K
SSWM
3198
Strait & Sound Wealth Management
California
$343K
RSS
3199
Rosenblum Silverman Sutton
California
$341K -$10.7K -18 -3%
VRM
3200
Vectors Research Management
New York
$340K -$29K -49 -8%

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.