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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
AHB
3651
Abner Herrman & Brock
New Jersey
-$330K -572 Closed
GFG
3652
Greystone Financial Group
Michigan
-$322K -558 Closed
APA
3653
Astoria Portfolio Advisors
New York
-$316K -542 Closed
ECA
3654
Elevation Capital Advisory
Oregon
-$308K -534 Closed
GA
3655
Gordian Advisors
Arizona
-$288K -500 Closed
BBWA
3656
Bell & Brown Wealth Advisors
California
-$281K -488 Closed
TCMP
3657
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$261K -453 Closed
BIA
3658
Benchmark Investment Advisors
Illinois
-$254K -441 Closed
M1FG
3659
Mach-1 Financial Group
Arkansas
-$243K -421 Closed
BTIM
3660
BancFirst Trust & Investment Management
Oklahoma
-$235K -409 Closed
LS
3661
Leelyn Smith
Illinois
-$228K -395 Closed
DJFS
3662
Dean Jacobson Financial Services
Texas
-$226K -392 Closed
KHCM
3663
Kirtland Hills Capital Management
Ohio
-$223K -387 Closed
DAC
3664
Dividend Assets Capital
South Carolina
-$214K -371 Closed
PFP
3665
Paragon Financial Partners
California
-$213K -370 Closed
BBW
3666
Blue Barn Wealth
Utah
-$212K -368 Closed
AWC
3667
Adamsbrown Wealth Consultants
Kansas
-$212K -367 Closed
DWM
3668
Dopkins Wealth Management
New York
-$212K -367 Closed
TFP
3669
Tilia Fiduciary Partners
North Carolina
-$208K -361 Closed
MAM
3670
MWA Asset Management
Massachusetts
-$207K -359 Closed
SFPM
3671
Sensible Financial Planning & Management
Massachusetts
-$203K -352 Closed
CA
3672
Cannon Advisors
North Carolina
-$201K -351 Closed
BCP
3673
Blue Chip Partners
Michigan
-$186K -323 Closed
SIM
3674
Studio Investment Management
Illinois
-$155K -269 Closed
MWA
3675
MFA Wealth Advisors
Pennsylvania
-$115K -199 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.