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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
BLC
3551
Brown, Lisle/Cummings
Rhode Island
$55.3K
HB
3552
Horizon Bancorp
Indiana
$55K
YAL
3553
Your Advocates Ltd
Texas
$53.6K +$5.92K +10 +12%
CAM
3554
Chesapeake Asset Management
New York
$53.6K -$32K -54 -37%
WW
3555
Winnow Wealth
Texas
$53.3K +$53.9K +91 New
FFA
3556
Fairfield Financial Advisors
Massachusetts
$51.2K -$17.8K -30 -26%
B
3557
Birchbrook
Maine
$48.3K +$14.2K +24 +41%
CFS
3558
Compass Financial Services
Iowa
$48.3K +$48.5K +82 New
PFG
3559
Putney Financial Group
California
$47.1K +$47.4K +80 New
LI
3560
LRI Investments
Florida
$45.9K
PWMG
3561
Private Wealth Management Group
New Jersey
$45.3K
BIG
3562
Brooklyn Investment Group
New York
$43K
KSB
3563
Kennebec Savings Bank
Maine
$40.3K
TVWM
3564
Tower View Wealth Management
Wisconsin
$40.2K +$14.8K +25 +58%
NWM
3565
Navigoe Wealth Management
California
$38K +$39.1K +66 New
BFS
3566
Burkett Financial Services
South Carolina
$37.4K
SN
3567
Sittner & Nelson
Oregon
$37.1K
ATC
3568
Advantage Trust Company
Kansas
$35.9K +$36.1K +61 New
EAM
3569
Eukles Asset Management
Ohio
$34.7K
ICCON
3570
Investment Counsel Company of Nevada
Nevada
$33K +$33.1K +56 New
UIA
3571
Ulland Investment Advisors
Minnesota
$32K +$32.6K +55 New
MA
3572
Modus Advisors
Minnesota
$31.8K +$32K +54 New
SIP
3573
Sellwood Investment Partners
Oregon
$31.8K +$32K +54 New
PK
3574
Pflug Koory
Nebraska
$31.2K
CPL
3575
Capital & Planning LLC
Georgia
$31.2K +$31.4K +53 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.