We are live on ! Find out more
IVV icon

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
CMAI
3201
Capital Management Associates Inc
Minnesota
$340K +$592 +1 +0.2%
PA
3202
Probity Advisors
Texas
$338K -$22.5K -38 -6%
OFG
3203
Orcam Financial Group
California
$338K
DOA
3204
D'Orazio & Associates
Virginia
$338K +$16K +27 +5%
BCM
3205
Buckhead Capital Management
Georgia
$338K
APW
3206
Aventura Private Wealth
Florida
$338K +$340K +574 New
SFGP
3207
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$337K +$339K +573 New
SWM
3208
Sendero Wealth Management
Texas
$337K +$123K +208 +57%
BMM
3209
Berkshire Money Management
Massachusetts
$336K +$339K +572 New
FH
3210
Financial Harvest
Florida
$336K +$338K +571 New
MC
3211
Matisse Capital
Oregon
$335K
SWM
3212
SFG Wealth Management
Maryland
$335K -$18.9K -32 -5%
APW
3213
Axim Planning & Wealth
Ohio
$333K -$20.1K -34 -6%
CCA
3214
Checchi Capital Advisers
California
$333K
FA
3215
Financial Alternatives
California
$333K
HWA
3216
Hillcrest Wealth Advisors
New Jersey
$333K
KOMWMG
3217
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$333K -$59.2K -100 -15%
RWM
3218
Revisor Wealth Management
Ohio
$333K -$559K -944 -63%
SC
3219
Schiavi & Co
Delaware
$332K
FVWA
3220
Foster Victor Wealth Advisors
South Carolina
$332K -$52.1K -88 -14%
TBT
3221
Texas Bank & Trust
Texas
$331K +$333K +563 New
CRI
3222
Colonial River Investments
Virginia
$330K -$4.29M -7,240 -93%
AFA
3223
Alpha Financial Advisors
North Carolina
$330K
JFL
3224
Jarislowsky, Fraser Ltd
Quebec, Canada
$328K
NWM
3225
Nova Wealth Management
Florida
$328K +$330K +557 New

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.