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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
WF
3251
WoodTrust Financial
Wisconsin
$308K -$21.9K -37 -7%
SJL
3252
Shayne & Jacobs LLC
Tennessee
$308K -$2.37K -4 -0.8%
AC
3253
Attessa Capital
Arizona
$308K +$310K +523 New
RCA
3254
Riverview Capital Advisers
Massachusetts
$307K
CGF
3255
Constant Guidance Financial
Massachusetts
$307K +$14.8K +25 +5%
FDW
3256
Fourth Dimension Wealth
Ohio
$306K +$308K +520 New
CH
3257
Canton Hathaway
Rhode Island
$306K +$39.7K +67 +15%
EC
3258
Eaton-Cambridge
Arizona
$306K -$20.7K -35 -6%
FF
3259
Farnam Financial
Arizona
$305K -$37.3K -63 -11%
OPTFSNA
3260
Old Point Trust & Financial Services N A
Virginia
$304K +$306K +517 New
AMM
3261
American Money Management
California
$303K -$4.74K -8 -2%
ICM
3262
Intrepid Capital Management
Florida
$303K +$2.37K +4 +0.8%
MVA
3263
Mount Vernon Associates
Maryland
$302K -$123K -208 -29%
HHAA
3264
Henry H. Armstrong Associates
Pennsylvania
$301K -$260K -440 -46%
HAM
3265
Harmony Asset Management
Arizona
$301K -$57.4K -97 -16%
FA
3266
FSA Advisors
Michigan
$301K -$107K -181 -26%
KNFPWM
3267
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$300K +$1.18K +2 +0.4%
CI
3268
CPR Investments
Michigan
$300K +$301K +509 New
AWP
3269
Abacus Wealth Partners
California
$298K -$13K -22 -4%
WPW
3270
Warther Private Wealth
Ohio
$298K
RMC
3271
Ring Mountain Capital
California
$298K +$300K +507 New
SCM
3272
Stonehearth Capital Management
Massachusetts
$298K
BCG
3273
Bravias Capital Group
New Jersey
$297K +$291K +492 New
YCM
3274
Yousif Capital Management
Michigan
$297K
KRW
3275
Kaufman Rossin Wealth
Florida
$297K +$298K +504 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.