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iShares Core S&P 500 ETF
IVV

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: 1,031 → 1,179 (+148)

13% more repeat investments, than reductions

Existing positions increased: 1,400 | Existing positions reduced: 1,239

12% more funds holding

Funds holding: 3,204 → 3,604 (+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

Top Buyers

Rank Fund Capital Flow
1
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$5.84B
2
Prudential Financial
Prudential Financial
New Jersey
+$4.03B
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$3.51B
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$1.84B
5
Morgan Stanley
Morgan Stanley
New York
+$1.75B

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$6.05B
2
Bank of America
Bank of America
North Carolina
-$4.41B
3
Squarepoint
Squarepoint
New York
-$2.67B
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.62B
5
Goldman Sachs
Goldman Sachs
New York
-$1.25B
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
3301
Significant Wealth Partners
Illinois
$284K +$286K +483 New
SDH
3302
Sloy Dahl & Holst
Washington
$284K +$2.37K +4 +0.8%
BWM
3303
Bernard Wealth Management
Michigan
$283K +$284K +480 New
TCM
3304
Tradewinds Capital Management
Washington
$282K +$1.18K +2 +0.4%
SP
3305
Stablepoint Partners
Massachusetts
$282K – – –
RWP
3306
Reliant Wealth Planning
Kentucky
$282K +$3.55K +6 +1%
QFPS
3307
Quantum Financial Planning Services
Washington
$281K +$282K +477 New
TA
3308
TFG Advisers
Michigan
$280K -$21.3K -36 -7%
CAWM
3309
Capital A Wealth Management
Pennsylvania
$280K +$282K +476 New
SGC
3310
Slocum, Gordon & Co
Rhode Island
$279K – – –
SRB
3311
Shotwell Rutter Baer
Michigan
$278K -$30.2K -51 -10%
CC
3312
Citrine Capital
California
$276K +$278K +469 New
SAMC
3313
Spectrum Asset Management (California)
California
$276K -$32.6K -55 -11%
HP
3314
HT Partners
Connecticut
$276K – – –
HWM
3315
Hobbs Wealth Management
Indiana
$276K +$277K +468 New
MWP
3316
Meredith Wealth Planning
Illinois
$274K +$36.7K +62 +15%
MCM
3317
McDonough Capital Management
Florida
$273K -$1.18K -2 -0.4%
MWM
3318
Maltin Wealth Management
New Jersey
$273K -$1.18K -2 -0.4%
SFG
3319
Sterling Financial Group
California
$271K – – –
VWM
3320
Vermillion Wealth Management
Minnesota
$271K +$272K +460 New
PAA
3321
Peregrine Asset Advisers
Oregon
$270K – – –
SF
3322
Seros Financial
Arizona
$269K +$291K +492 New
RPCA
3323
Running Point Capital Advisors
California
$268K +$40.3K +68 +18%
DFP
3324
Defined Financial Planning
California
$268K +$269K +455 New
Macquarie Group
3325
Macquarie Group
Australia
$267K +$252M +425,728 +1,487%
131 132
133
134 135

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.