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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
AI
3626
Atom Investors
Texas
-$7.29M -12,630 Closed
Polen Capital Management
3627
Polen Capital Management
Florida
-$6.2M -10,746 Closed
QC
3628
Quadrature Capital
United Kingdom
-$4.97M -8,619 Closed
PCS
3629
Personal CFO Solutions
New Jersey
-$4.09M -7,091 Closed
FTDI
3630
First Trust Direct Indexing
Massachusetts
-$3.62M -6,274 Closed
TWP
3631
TFO Wealth Partners
Ohio
-$2.9M -5,023 Closed
TCWA
3632
Turtle Creek Wealth Advisors
Texas
-$2.66M -4,607 Closed
ACM
3633
AlphaStar Capital Management
North Carolina
-$2.53M -4,387 Closed
CPA
3634
Court Place Advisors
Maryland
-$2.5M -4,337 Closed
MFA
3635
McClarren Financial Advisors
Pennsylvania
-$46 -3,421 Closed
TI
3636
Trexquant Investment
Connecticut
-$1.16M -2,013 Closed
KAH
3637
Kathryn A. Hall
-$799K -1,385 Closed
NDSI
3638
Newman Dignan & Sheerar Inc
Rhode Island
-$787K -1,349 Closed
MPIA
3639
Mountain Pacific Investment Advisers
Idaho
-$655K -1,135 Closed
BP
3640
BCK Partners
New York
-$652K -1,130 Closed
B
3641
Bellecapital
Switzerland
-$650K -1,127 Closed
XT
3642
XTX Topco
Cayman Islands
-$594K -1,030 Closed
NPFS
3643
Novak & Powell Financial Services
Florida
-$586K -1,015 Closed
MGI
3644
MayTech Global Investments
New York
-$490K -850 Closed
IPW
3645
Inlet Private Wealth
Florida
-$490K -849 Closed
ZCI
3646
Zevenbergen Capital Investments
Washington
-$475K -824 Closed
LFA
3647
LifeGuide Financial Advisors
Pennsylvania
-$465K -807 Closed
TNA
3648
True North Advisors
Texas
-$433K -750 Closed
KNW
3649
Kesler Norman & Wride
Utah
-$407K -705 Closed
TA
3650
TKG Advisors
Indiana
-$351K -608 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.