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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
Group One Trading
3576
Group One Trading
Illinois
$31.2K +$31.4K +53 New
MAM
3577
Marquette Asset Management
Minnesota
$30.6K -$43.2K -73 -58%
MMCM
3578
Murphy & Mullick Capital Management
New York
$30K +$30.2K +51 New
SFC
3579
SYM Financial Corp
Indiana
$30K +$30.2K +51 New
WAG
3580
Windsor Advisory Group
Ohio
$29.4K +$14.8K +25 +100%
1IA
3581
1620 Investment Advisors
Massachusetts
$25.3K
BCM
3582
Birch Capital Management
Texas
$23.5K
CNBTD
3583
Citizens National Bank Trust Department
Mississippi
$23.5K
MSWA
3584
Marshall & Sterling Wealth Advisors
New York
$21.8K +$21.9K +37 New
DRP
3585
Decker Retirement Planning
Utah
$21.2K +$21.3K +36 New
GI
3586
GS Investments
Minnesota
$19.6K
FC
3587
Fairscale Capital
New Hampshire
$19.4K +$19.5K +33 New
C
3588
Covestor
United Kingdom
$19K -$29K -49 -61%
SC
3589
Sawyer & Company
Massachusetts
$19K
CW
3590
Curio Wealth
Maryland
$16.5K +$16.6K +28 New
1L
3591
10Elms LLP
Oklahoma
$15.3K +$15.4K +26 New
W
3592
WealthCollab
Washington
$14.1K
DFC
3593
DB Fitzpatrick & Co
Idaho
$14.1K -$7.7K -13 -35%
PAIM
3594
Punch & Associates Investment Management
Minnesota
$14.1K +$592 +1 +4%
BGWM
3595
Bridge Generations Wealth Management
Florida
$13K +$13K +22 New
LAMC
3596
Longview Asset Management (California)
California
$13K +$13K +22 New
API
3597
Asset Planning Inc
California
$12.7K +$13K +22 New
NL
3598
NVWM LLC
Pennsylvania
$11.2K +$11.2K +19 New
GCM
3599
Gables Capital Management
Florida
$9.42K
NS
3600
NBC Securities
Alabama
$8.34K -$9.84M -16,627 -100%

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.