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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
Parallax Volatility Advisers
3501
Parallax Volatility Advisers
California
$131K +$131K +222 New
RP
3502
Rice Partnership
Hawaii
$127K +$18.9K +32 +17%
FFL
3503
Financial Freedom LLC
Ohio
$127K +$592 +1 +0.5%
LIS
3504
Legacy Investment Solutions
Idaho
$124K +$25.5K +43 +26%
LWMI
3505
Legacy Wealth Management (Idaho)
Idaho
$124K +$25.5K +43 +26%
CTC
3506
Cetera Trust Company
Minnesota
$124K
CAM
3507
Costello Asset Management
Pennsylvania
$117K
BIA
3508
Bell Investment Advisors
California
$117K -$7.1K -12 -6%
PSFG
3509
Park Square Financial Group
Georgia
$115K +$116K +196 New
PMIM
3510
Prudent Man Investment Management
Colorado
$112K +$113K +191 New
AIP
3511
Alexis Investment Partners
Texas
$109K +$110K +186 New
NRWA
3512
North Ridge Wealth Advisors
Oregon
$106K +$107K +180 New
RS
3513
Rakuten Securities
Japan
$104K +$54.5K +92 +108%
AGWCA
3514
Annis Gardner Whiting Capital Advisors
Florida
$104K +$2.96K +5 +3%
EWA
3515
Elevate Wealth Advisory
Georgia
$101K
GK
3516
Graney & King
New York
$98.3K +$98.8K +167 New
RF
3517
Robinswood Financial
Washington
$98.1K
CWM
3518
Crowley Wealth Management
Delaware
$97.7K +$98.3K +166 New
KWAG
3519
Kiely Wealth Advisory Group
North Carolina
$96.6K
TWM
3520
Topsail Wealth Management
North Carolina
$96.5K +$97.1K +164 New
AWM
3521
Accredited Wealth Management
Kentucky
$96K +$96.5K +163 New
EPIME
3522
Evelyn Partners Investment Management (Europe)
$96K +$96.5K +163 New
RA
3523
Ransom Advisory
Rhode Island
$94.2K
KFO
3524
Kopp Family Office
Minnesota
$94K -$22.5K -38 -19%
GCM
3525
GKV Capital Management
California
$92.4K +$92.9K +157 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.