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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
RSVP
3276
Ramsay Stattman Vela & Price
Colorado
$296K +$13.6K +23 +5%
EWS
3277
Evergreen Wealth Solutions
Pennsylvania
$296K +$56.8K +96 +24%
SC
3278
Schulhoff & Co
Ohio
$296K
XWM
3279
Xcel Wealth Management
Florida
$295K +$8.88K +15 +3%
BC
3280
Belmont Capital
California
$294K
LB
3281
Legacy Bridge
Iowa
$294K
BWS
3282
Broadway Wealth Solutions
Texas
$294K +$296K +500 New
HWMT
3283
Heritage Wealth Management (Texas)
Texas
$294K -$148K -250 -33%
CFGSD
3284
Compass Financial Group (South Dakota)
South Dakota
$294K +$22.5K +38 +8%
SIAP
3285
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$293K -$50.3K -85 -15%
PAM
3286
Palisade Asset Management
Minnesota
$292K -$26K -44 -8%
HNWAG
3287
High Net Worth Advisory Group
Florida
$291K -$8.29K -14 -3%
ATI
3288
ARK & TLK Investments
Oklahoma
$290K +$291K +492 New
MCA
3289
Midwest Capital Advisors
Michigan
$290K +$291K +492 New
AWA
3290
Acorn Wealth Advisors
Michigan
$289K -$30.2K -51 -9%
AAIM
3291
Asset Advisors Investment Management
Georgia
$288K
SH
3292
SLT Holdings
Arizona
$288K +$290K +490 New
WWA
3293
Wisconsin Wealth Advisors
Wisconsin
$288K +$289K +489 New
WFS
3294
Walker Financial Services
Kentucky
$288K -$592 -1 -0.2%
RWM
3295
Rolek Wealth Management
Pennsylvania
$287K +$289K +488 New
MM
3296
Main Management
California
$287K +$89.4K +151 +45%
WTFG
3297
Wood Tarver Financial Group
Idaho
$286K +$288K +487 New
FFIC
3298
First Fiduciary Investment Counsel
Ohio
$285K +$1.18K +2 +0.4%
TAM
3299
Taurus Asset Management
New York
$284K
RMP
3300
Richards, Merrill & Peterson
Washington
$284K +$286K +483 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.