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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
EPW
3476
Evergreen Private Wealth
Colorado
$177K
AWM
3477
Aberdeen Wealth Management
Illinois
$177K
CFG
3478
Chapman Financial Group
Hawaii
$177K +$178K +300 New
AWM
3479
AllSquare Wealth Management
New York
$175K -$2.37K -4 -1%
GP
3480
Greenline Partners
New York
$174K -$100K -169 -36%
VAG
3481
VisionPoint Advisory Group
Texas
$173K +$7.1K +12 +4%
ACM
3482
Anfield Capital Management
California
$172K +$5.33K +9 +3%
MAM
3483
Morse Asset Management
Connecticut
$168K +$146K +246 +615%
SCA
3484
Stuart Chaussee & Associates
California
$166K
DWM
3485
Darwin Wealth Management
Florida
$163K -$2.11M -3,560 -93%
CI
3486
Clal Insurance
Israel
$163K +$164K +277 New
MEG
3487
Millstone Evans Group
Colorado
$162K +$163K +275 New
PCTC
3488
Perkins Coie Trust Company
Washington
$161K
HIIFS
3489
Harel Insurance Investments & Financial Services
Israel
$154K
LFASL
3490
Lugano Financial Advisors SA (LFA)
Switzerland
$151K
WWM
3491
Wolff Wiese Magana
California
$148K
MFG
3492
Menard Financial Group
Texas
$148K +$149K +251 New
MIM
3493
Marshall Investment Management
Colorado
$148K +$152K +256 New
MCM
3494
Mill Capital Management
North Carolina
$147K
KTC
3495
Kentucky Trust Company
Kentucky
$147K +$148K +250 New
WCM
3496
Weaver Capital Management
Georgia
$142K +$592 +1 +0.4%
MAS
3497
MPWM Advisory Solutions
Georgia
$142K +$143K +241 New
BCM
3498
Blume Capital Management
California
$141K -$63.3K -107 -31%
RFS
3499
Richardson Financial Services
Massachusetts
$134K -$302K -511 -69%
AFG
3500
Albion Financial Group
Utah
$133K +$17.2K +29 +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.