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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
HHRDM
3376
H&H Retirement Design & Management
Nevada
$237K +$3.55K +6 +2%
FF
3377
Fairway Financial
Florida
$237K +$238K +402 New
BGA
3378
Battery Global Advisors
Massachusetts
$237K – – –
AMIM
3379
Aull & Monroe Investment Management
Alabama
$235K – – –
AIM
3380
Anchor Investment Management
South Carolina
$235K +$4.74K +8 +2%
EFMC
3381
Empire Financial Management Company
New York
$235K +$3.55K +6 +2%
RH
3382
RFG Holdings
Texas
$234K – – –
SWM
3383
Silverlake Wealth Management
Vermont
$234K -$592 -1 -0.3%
DSAM
3384
Dock Street Asset Management
Florida
$234K – – –
VBFP
3385
Valtinson Bruner Financial Planning
Minnesota
$233K +$25.5K +43 +12%
CPA
3386
Clear Point Advisors
New York
$233K +$592 +1 +0.3%
EWA
3387
EQ Wealth Advisors
Texas
$231K +$233K +393 New
CPC
3388
Cookson Peirce & Co
Pennsylvania
$231K +$232K +392 New
PAM
3389
Pegasus Asset Management
New York
$231K -$73.4K -124 -24%
SCM
3390
Stordahl Capital Management
Colorado
$231K – – –
BFS
3391
Baskin Financial Services
Ontario, Canada
$230K – – –
IIA
3392
IPG Investment Advisors
California
$229K -$52.1K -88 -18%
FFC
3393
First Financial Corp
Indiana
$229K +$162K +273 +235%
PFA
3394
Professional Financial Advisors
Nebraska
$229K +$4.14K +7 +2%
HAS
3395
Horizon Advisory Services
New York
$228K -$6.51K -11 -3%
RMF
3396
Red Mountain Financial
Colorado
$228K +$592 +1 +0.3%
CWMGO
3397
Capstone Wealth Management Group (Oregon)
Oregon
$228K +$230K +388 New
NI
3398
Natural Investments
California
$228K +$230K +388 New
CF
3399
Claris Financial
Virginia
$228K +$229K +387 New
6F
3400
626 Financial
Michigan
$227K +$228K +386 New
134 135
136
137 138

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.