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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
GTAM
3401
Global Trust Asset Management
Florida
$227K +$2.37K +4 +1%
NC
3402
NBW Capital
Massachusetts
$226K -$13K -22 -5%
TWM
3403
Triton Wealth Management
Arizona
$226K +$225K +380 New
RFW
3404
Rainier Family Wealth
Washington
$225K +$227K +383 New
MIM
3405
Merrion Investment Management
New Jersey
$225K +$226K +382 New
QFA
3406
Quattro Financial Advisors
Texas
$224K -$76.9K -130 -26%
EM
3407
ELCO Management
New York
$223K
4A
3408
4Wealth Advisors
Illinois
$221K +$223K +376 New
UAS
3409
United Asset Strategies
New York
$221K +$2.96K +5 +1%
GBWM
3410
Granite Bay Wealth Management
New Hampshire
$221K +$222K +375 New
3F
3411
360 Financial
Minnesota
$221K
TF
3412
Tandem Financial
Colorado
$220K +$221K +374 New
KC
3413
Kinloch Capital
Virginia
$220K
EFP
3414
EnRich Financial Partners
Wisconsin
$220K -$1.18K -2 -0.5%
EFP
3415
Elser Financial Planning
Indiana
$220K
DF
3416
DecisionPoint Financial
Arizona
$219K +$62.1K +105 +39%
AMG
3417
Advisors Management Group
Wisconsin
$218K +$219K +370 New
TFA
3418
Trinity Financial Advisors
Ohio
$217K -$141K -239 -39%
GGV
3419
GG Group Ventures
Florida
$217K -$91.2K -154 -30%
AFM
3420
Abbot Financial Management
Massachusetts
$217K
WCM
3421
Warburton Capital Management
Oklahoma
$216K +$218K +368 New
AA
3422
AJ Advisors
Tennessee
$215K +$592 +1 +0.3%
OPOWM
3423
One Plus One Wealth Management
Florida
$215K
PMSA
3424
Patrick M. Sweeney & Associates
Illinois
$215K
LG
3425
LaFleur & Godfrey
Michigan
$214K -$39.1K -66 -15%

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.