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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
WPWM
3601
Western Pacific Wealth Management
Illinois
$7.83K
RJA
3602
Ross\Johnson & Associates
Minnesota
$7.65K +$7.7K +13 New
LCM
3603
Logan Capital Management
Pennsylvania
$7.06K +$7.1K +12 New
MCA
3604
Maryland Capital Advisors
Maryland
$6.48K
WAS
3605
Winch Advisory Services
Wisconsin
$4.73K +$4.14K +7 +700%
PFA
3606
Pathway Financial Advisers
Indiana
$3.59K +$2.37K +4 +133%
RCA
3607
Runnymede Capital Advisors
Ohio
$2.35K +$2.37K +4 New
PWS
3608
Peterson Wealth Services
Utah
$1.77K
NWWA
3609
New Wave Wealth Advisors
Arkansas
$1.18K +$1.18K +2 New
RWM
3610
Ruedi Wealth Management
Illinois
$1.18K +$1.18K +2 New
BCWM
3611
Ball & Co Wealth Management
Tennessee
$1K +$1.78K +3 New
ECM
3612
Element Capital Management
New York
-$1.01B -1,744,165 Closed
AC
3613
AMS Capital
Brazil
-$315M -546,178 Closed
IMCOOI
3614
Investment Management Corp of Ontario (IMCO)
Canada
-$263M -456,555 Closed
Wolverine Trading
3615
Wolverine Trading
Illinois
-$219M -380,953 Closed
Two Sigma Advisers
3616
Two Sigma Advisers
New York
-$148M -256,800 Closed
JSTA
3617
Japan Science & Technology Agency
Japan
-$137M -238,164 Closed
SFM
3618
Soros Fund Management
New York
-$124M -215,000 Closed
Susquehanna International Group
3619
Susquehanna International Group
Pennsylvania
-$97.3M -164,326 Closed
MOACM
3620
Mutual of America Capital Management
New York
-$68.3M -118,362 Closed
FTUS
3621
Flow Traders U.S.
New York
-$42.5M -73,607 Closed
MSA
3622
McAlister Sweet & Associates
Texas
-$32.8M -56,822 Closed
ATS
3623
Ashton Thomas Securities
New York
-$29.9M -51,853 Closed
MIA
3624
MainStreet Investment Advisors
Illinois
-$12.3M -21,245 Closed
STA
3625
Summit Trail Advisors
New York
-$8.54M -14,803 Closed

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.