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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
GI
3326
Gradient Investments
Minnesota
$267K -$139K -234 -34%
OA
3327
Oxbow Advisors
Texas
$266K
FWSM
3328
First Wilshire Securities Management
California
$266K -$7.1K -12 -3%
CPCP
3329
Cedar Point Capital Partners
Iowa
$265K
EG
3330
Ellerson Group
Maryland
$265K
BIM
3331
Breakwater Investment Management
Washington
$264K
FNBSF
3332
First National Bank Sioux Falls
South Dakota
$264K -$9.47K -16 -3%
CRFG
3333
Columbia River Financial Group
Washington
$264K +$266K +449 New
TNAM
3334
Terra Nova Asset Management
New York
$264K +$592 +1 +0.2%
BBA
3335
Braun-Bostich & Associates
Pennsylvania
$262K -$13.6K -23 -5%
TCTWM
3336
Three Cord True Wealth Management
Pennsylvania
$262K +$263K +445 New
MHR
3337
Matthew Hamilton Rosenberg
$260K
CWM
3338
CarsonAllaria Wealth Management
Illinois
$259K -$592 -1 -0.2%
BW
3339
BXM Wealth
Colorado
$259K +$260K +440 New
PWM
3340
Partners Wealth Management
California
$258K +$260K +439 New
CMBA
3341
C.M. Bidwell & Associates
Hawaii
$257K +$259K +437 New
HGERS
3342
Householder Group Estate & Retirement Specialist
Arizona
$257K -$1.09M -1,842 -81%
RSWA
3343
Robinson Smith Wealth Advisors
Maine
$257K +$259K +437 New
OCPWS
3344
One Charles Private Wealth Services
Massachusetts
$257K -$33.7K -57 -12%
HWMC
3345
Heritage Wealth Management (California)
California
$257K
CA
3346
Crumly & Associates
Illinois
$256K
KIA
3347
Knollwood Investment Advisory
Maryland
$256K
ACM
3348
Altrius Capital Management
North Carolina
$256K -$46.8K -79 -15%
DWAM
3349
Duncan Williams Asset Management
Tennessee
$255K +$35.5K +60 +16%
PSP
3350
Pacific Sage Partners
Washington
$255K

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.