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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
PFW
3351
Petros Family Wealth
Minnesota
$255K +$256K +433 New
AC
3352
Addison Capital
Pennsylvania
$254K – – –
RW
3353
Ridgeline Wealth
Arizona
$253K +$255K +431 New
CA
3354
CV Advisors
Florida
$253K +$297K +501 New
DWA
3355
Delos Wealth Advisors
Texas
$253K +$3.55K +6 +1%
AIM
3356
Alhambra Investment Management
Florida
$253K -$592 -1 -0.2%
YIH
3357
Y-Intercept (HK)
Hong Kong
$253K +$255K +430 New
CIC
3358
Chilton Investment Company
Connecticut
$252K – – –
VP
3359
Verisail Partners
Georgia
$252K +$253K +428 New
M
3360
MYeCFO
California
$252K +$7.1K +12 +3%
DF
3361
Define Financial
California
$248K +$249K +421 New
FCFC
3362
First Citizens Financial Corp
Iowa
$248K – – –
EMC
3363
Everest Management Corp
California
$247K +$249K +420 New
PFT
3364
Providence First Trust
Arizona
$247K – – –
CA
3365
CWC Advisors
Oregon
$247K – – –
CMA
3366
Cedar Mountain Advisors
Oregon
$246K +$247K +418 New
AG
3367
Advocate Group
Minnesota
$244K – – –
HIMC
3368
Heritage Investors Management Corp
Maryland
$244K – – –
EWM
3369
Elevatus Welath Management
New York
$243K -$4.14K -7 -2%
MFG
3370
Marmo Financial Group
Tennessee
$243K – – –
IA
3371
IFG Advisors
Missouri
$242K +$592 +1 +0.2%
CWA
3372
CJM Wealth Advisers
Virginia
$241K – – –
PAG
3373
Poinciana Advisors Group
Florida
$240K +$241K +408 New
ONSWM
3374
Old North State Wealth Management
North Carolina
$239K – – –
PWM
3375
Provident Wealth Management
Tennessee
$238K +$592 +1 +0.2%
133 134
135
136 137

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.