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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
US Bancorp
26
US Bancorp
Minnesota
$3.51B -$230M -388,011 -6%
Alyeska Investment Group
27
Alyeska Investment Group
Illinois
$3.49B +$3.51B +5,926,710 New
AIMCA
28
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.33B +$1.84B +3,101,389 +121%
Millennium Management
29
Millennium Management
New York
$3.27B +$442M +747,458 +16%
Squarepoint
30
Squarepoint
New York
$3.12B -$2.67B -4,504,221 -46%
SSA
31
Schonfeld Strategic Advisors
New York
$3.01B +$1.67B +2,819,065 +123%
AllianceBernstein
32
AllianceBernstein
Tennessee
$2.95B +$274M +462,581 +10%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$2.75B +$12.1M +20,398 +0.4%
Mariner
34
Mariner
Kansas
$2.67B +$84.5M +142,711 +3%
Raymond James Financial
35
Raymond James Financial
Florida
$2.43B +$2.44B +4,125,167 New
National Pension Service
36
National Pension Service
South Korea
$2.43B
UBS Group
37
UBS Group
Switzerland
$2.28B +$339M +572,823 +17%
NMIFOAC
38
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.11B
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$2.02B +$172M +289,759 +9%
Asset Management One
40
Asset Management One
Japan
$1.91B +$8.62M +14,571 +0.5%
CIA
41
Choate Investment Advisors
Massachusetts
$1.66B +$36.6M +61,887 +2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.65B -$21.5M -36,334 -1%
Verition Fund Management
43
Verition Fund Management
Connecticut
$1.6B +$1.61B +2,721,717 New
MCM
44
MKP Capital Management
New York
$1.57B +$1.58B +2,665,086 New
KeyBank National Association
45
KeyBank National Association
Ohio
$1.57B -$810K -1,369 -0.1%
Teacher Retirement System of Texas
46
Teacher Retirement System of Texas
Texas
$1.53B +$1.2B +2,030,943 +358%
WANY
47
Wealthspire Advisors (New York)
New York
$1.5B +$73.4M +124,008 +5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
48
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.5B +$1.51B +2,552,291 New
AHSSHC
49
Adventist Health System Sunbelt Healthcare Corp
Florida
$1.39B +$1.27B +2,141,415 +995%
HighTower Advisors
50
HighTower Advisors
Illinois
$1.36B +$19.2M +32,424 +1%

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.