We are live on ! Find out more
IVV icon

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
NPA
3451
Nichols & Pratt Advisers
Massachusetts
$205K +$207K +349 New
ECG
3452
EPIQ Capital Group
California
$205K +$1.18K +2 +0.6%
CAM
3453
Clarity Asset Management
Iowa
$205K +$17.2K +29 +9%
BCA
3454
Bernzott Capital Advisors
California
$204K +$205K +347 New
LCGC
3455
Legacy Capital Group California
California
$204K +$205K +346 New
PWM
3456
Puff Wealth Management
New Jersey
$203K +$204K +345 New
NG
3457
Northstar Group
New York
$203K +$204K +345 New
CWM
3458
Concentrum Wealth Management
California
$203K +$204K +344 New
FEM
3459
Fulcrum Equity Management
Texas
$202K -$17.2K -29 -8%
BWM
3460
Baron Wealth Management
Michigan
$202K +$204K +344 New
PFA
3461
Plotkin Financial Advisors
Maryland
$202K +$203K +343 New
RAM
3462
Riggs Asset Management
Pennsylvania
$202K – – –
EFP
3463
Envision Financial Planning
Tennessee
$201K +$202K +342 New
BAG
3464
Bridgewealth Advisory Group
California
$201K +$194K +328 New
FS
3465
Ferguson Shapiro
Georgia
$201K +$202K +341 New
MIM
3466
Moseley Investment Management
Florida
$201K +$202K +341 New
MIM
3467
MTM Investment Management
South Carolina
$200K +$18.9K +32 +10%
RA
3468
Rise Advisors
New York
$196K -$13.6K -23 -6%
FCG
3469
Financial Connections Group
California
$194K – – –
Loomis, Sayles & Company
3470
Loomis, Sayles & Company
Massachusetts
$188K +$124K +210 +191%
CICI
3471
Capital Investment Counsel Inc
North Carolina
$185K – – –
LWA
3472
Lowe Wealth Advisors
Maryland
$185K +$133K +224 +249%
PCWA
3473
Pacific Capital Wealth Advisors
California
$183K – – –
SFA
3474
Semmax Financial Advisors
North Carolina
$181K -$592 -1 -0.3%
BAM
3475
Bellevue Asset Management
Washington
$178K +$69.3K +117 +63%
137 138
139
140 141

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.