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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
OIA
301
OneDigital Investment Advisors
Kansas
$129M -$253K -427 -0.2%
IAA
302
Independent Advisor Alliance
North Carolina
$129M +$126M +212,143 +3,427%
RI
303
RPTC Inc
Wyoming
$129M +$248K +419 +0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
304
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$128M +$129M +218,200 New
HS
305
Horan Securities
United States
$128M +$4.4M +7,441 +4%
MA
306
Montag & Associates
Georgia
$128M +$11.7M +19,734 +10%
CAL
307
Capital Analysts LLC
Pennsylvania
$127M +$3.35M +5,663 +3%
SPP
308
Single Point Partners
Massachusetts
$126M +$127M +214,352 New
MFG
309
Merit Financial Group
Georgia
$125M +$21.5M +36,338 +21%
ZB
310
Zions Bancorporation
Utah
$125M +$7.42M +12,529 +6%
RWM
311
Rezny Wealth Management
Florida
$124M -$899K -1,518 -0.7%
Janus Henderson Group
312
Janus Henderson Group
United Kingdom
$123M +$124M +209,169 New
RWP
313
RWA Wealth Partners
Massachusetts
$123M +$1.85M +3,131 +2%
GL
314
Graypoint LLC
New York
$122M +$14.2M +23,927 +13%
HFS
315
Hantz Financial Services
Michigan
$122M +$28.7M +48,419 +31%
FHA
316
First Horizon Advisors
Tennessee
$122M -$3.43M -5,788 -3%
AHSW
317
Adventist Health System West
California
$120M -$266M -448,950 -69%
PCIA
318
Prime Capital Investment Advisors
Kansas
$120M +$26.8M +45,232 +29%
PWM
319
Perigon Wealth Management
California
$119M -$10.5M -17,683 -8%
AWC
320
Abundance Wealth Counselors
Pennsylvania
$118M -$254K -429 -0.2%
RDIA
321
RE Dickinson Investment Advisors
Iowa
$117M +$157K +266 +1%
MA
322
Mutual Advisors
Nebraska
$117M +$3.07M +5,181 +3%
IWA
323
Icon Wealth Advisors
Texas
$115M -$2.34M -3,946 -2%
TWG
324
The Wealth Group
Minnesota
$115M +$2.54M +4,284 +2%
DWM
325
Dechtman Wealth Management
Colorado
$113M -$759K -1,283 -0.7%

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.