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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
I
3226
IMPACTfolio
Colorado
$325K
ALC
3227
Alexander Labrunerie & Co
Missouri
$324K +$40.8K +69 +14%
CPA
3228
Capital Planning Advisors
California
$323K
DBIA
3229
Dumont & Blake Investment Advisors
New Jersey
$322K -$5.92K -10 -2%
MI
3230
Motiv8 Investments
Florida
$320K -$376K -636 -54%
SAI
3231
Systematic Alpha Investments
New Jersey
$320K
BAM
3232
Byrne Asset Management
New Jersey
$320K -$330K -557 Closed
GWM
3233
Grand Wealth Management
Michigan
$320K
BZWA
3234
Blue Zone Wealth Advisors
California
$318K -$8.88K -15 -3%
AAA
3235
AG Asset Advisory
California
$318K +$320K +540 New
LWM
3236
Level Wealth Management
North Carolina
$317K +$319K +539 New
IA
3237
IMZ Advisory
Florida
$317K +$1.18K +2 +0.4%
CBA
3238
Coastal Bridge Advisors
Connecticut
$316K -$17.2K -29 -5%
CCB
3239
Cutter & Co Brokerage
Missouri
$316K -$6.51K -11 -2%
BCMO
3240
Buckingham Capital Management (Ohio)
Ohio
$316K -$8.29K -14 -3%
NFW
3241
Noble Family Wealth
Florida
$315K +$315K +533 New
HTIM
3242
Harbour Trust & Investment Management
Indiana
$315K
SWP
3243
ShoreHaven Wealth Partners
New Jersey
$315K -$2.96K -5 -0.9%
GWAM
3244
Guardian Wealth Advisors (Minnesota)
Minnesota
$315K -$118K -199 -27%
HC
3245
Hurley Capital
New York
$314K +$313K +529 New
PHS
3246
Pekin Hardy Strauss
Illinois
$312K
IGGA
3247
Iron Gate Global Advisors
Utah
$311K -$46.2K -78 -13%
RWA
3248
Rooted Wealth Advisors
Illinois
$311K +$592 +1 +0.2%
PCA
3249
Purkiss Capital Advisors
Connecticut
$310K +$311K +526 New
RPA
3250
Redwood Park Advisors
California
$309K +$310K +524 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.