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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
MFG
3426
Midwest Financial Group
Kansas
$214K
OC
3427
Opinicus Capital
Florida
$212K -$3.55K -6 -2%
CCP
3428
Carmel Capital Partners
California
$212K
ECM
3429
Elgethun Capital Management
South Dakota
$212K -$259K -438 -55%
FFO
3430
Fiduciary Family Office
Florida
$212K -$327K -552 -61%
NHFG
3431
New Harbor Financial Group
Massachusetts
$212K
PIA
3432
Powell Investment Advisors
Florida
$211K -$4.74K -8 -2%
PPW
3433
Pasadena Private Wealth
California
$211K +$212K +358 New
CP
3434
Cornerstone Planning
North Carolina
$210K +$211K +357 New
G
3435
Gainplan
Michigan
$210K +$211K +357 New
JWCA
3436
J.W. Coons Advisors
Ohio
$210K +$211K +357 New
AFC
3437
AFT Forsyth & Company
Florida
$210K +$592 +1 +0.3%
NCM
3438
New Capital Management
Texas
$210K +$211K +356 New
TDC
3439
Thompson Davis & Co
Virginia
$209K -$11.2K -19 -5%
VH
3440
Visionary Horizons
Tennessee
$209K +$592 +1 +0.3%
FDDB
3441
Fidelity D&D Bancorp
Pennsylvania
$208K +$210K +354 New
KA
3442
Kozak & Associates
Colorado
$208K +$63.3K +107 +44%
FIC
3443
Family Investment Center
Missouri
$207K -$48.5K -82 -19%
HWMG
3444
Hurlow Wealth Management Group
Indiana
$207K
NI
3445
NDVR Inc
Massachusetts
$207K
SRWM
3446
Shira Ridge Wealth Management
California
$207K
RRWA
3447
Rainey & Randall Wealth Advisors
Florida
$206K -$592 -1 -0.3%
BSAM
3448
Blue Square Asset Management
New York
$206K
BFP
3449
Brewster Financial Planning
New York
$206K
PF
3450
Prosperitas Financial
California
$205K +$207K +349 New

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.