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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
OCM
3526
Osterweis Capital Management
California
$89.5K
PCM
3527
Perritt Capital Management
Illinois
$86.9K
AF
3528
Aviso Financial
Ontario, Canada
$82.4K
GPFA
3529
Game Plan Financial Advisors
Ohio
$81.9K
AWM
3530
Atticus Wealth Management
Florida
$78.9K -$11.2K -19 -12%
CJH
3531
Christopher J. Hasenberg
Wisconsin
$74.8K +$15.4K +26 +26%
WAM
3532
WFA Asset Management
Wisconsin
$74.4K -$1.78K -3 -2%
EWP
3533
Elevation Wealth Partners
California
$74.2K +$12.4K +21 +20%
MTIC
3534
Missouri Trust & Investment Company
Missouri
$73.6K +$74K +125 New
IIL
3535
Insight Inv LLC
California
$72.4K +$72.8K +123 New
ATC
3536
Adirondack Trust Company
New York
$71.2K
PBK
3537
Peoples Bank (Kansas)
Kansas
$71.2K
SAM
3538
Synergy Asset Management
Washington
$66.7K +$68.7K +116 New
DWA
3539
Dougherty Wealth Advisers
Minnesota
$66.5K +$66.9K +113 New
PP
3540
PrairieView Partners
Minnesota
$66K
GGI
3541
Godsey & Gibb Inc
Virginia
$64.8K
AF
3542
Atala Financial
California
$64.8K +$65.1K +110 New
HFM
3543
Hartford Financial Management
Connecticut
$63K
PG
3544
Proffitt & Goodson
Tennessee
$60.6K
KC
3545
Knuff & Co
California
$58.9K
PWM
3546
Parkworth Wealth Management
California
$58.9K +$59.2K +100 New
EA
3547
Evolution Advisers
Virginia
$58K -$8.29K -14 -12%
TIM
3548
Thompson Investment Management
Wisconsin
$56.5K
AFS
3549
Anderson Financial Strategies
Ohio
$55.9K +$56.2K +95 New
BCPWM
3550
Bradley & Co Private Wealth Management
Florida
$55.9K +$56.2K +95 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.