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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
Schroder Investment Management Group
101
Schroder Investment Management Group
United Kingdom
$643M +$26.2M +44,210 +4%
PCIG
102
Partners Capital Investment Group
Massachusetts
$636M -$507M -856,051 -44%
MYLI
103
Meiji Yasuda Life Insurance
Japan
$635M +$130M +219,741 +26%
RFC
104
Regions Financial Corp
Alabama
$621M -$16.4M -27,743 -3%
NCM
105
Nearwater Capital Markets
Ireland
$619M +$623M +1,052,000 New
FLPIM
106
F.L. Putnam Investment Management
Massachusetts
$619M +$61.7M +104,203 +11%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$617M +$1.64M +2,766 +0.3%
JFGIW
108
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$615M +$149M +251,028 +33%
Bessemer Group
109
Bessemer Group
New Jersey
$586M +$16.5M +27,805 +3%
Comerica Bank
110
Comerica Bank
Texas
$585M -$6.58M -11,117 -1%
SAM
111
Simplify Asset Management
Nevada
$581M +$144M +242,890 +33%
SC
112
Soundwatch Capital
Connecticut
$574M +$298M +503,129 +107%
UCFA
113
United Capital Financial Advisors
Texas
$571M -$23M -38,910 -4%
Mirae Asset Global Investments
114
Mirae Asset Global Investments
South Korea
$556M +$18.8M +31,806 +4%
Franklin Resources
115
Franklin Resources
California
$546M +$2.87M +4,857 +0.5%
WA
116
Waverly Advisors
Alabama
$541M +$30.3M +51,171 +6%
PPFA
117
Provida Pension Fund Administrator
Chile
$527M -$89.1M -150,600 -14%
PAMP
118
Polar Asset Management Partners
Ontario, Canada
$494M +$497M +840,000 New
DWM
119
Dynasty Wealth Management
Florida
$486M +$110M +185,944 +29%
NA
120
NewEdge Advisors
Louisiana
$484M +$43.8M +74,080 +10%
CM
121
Churchill Management
California
$484M +$7.94M +13,411 +2%
BBHC
122
Brown Brothers Harriman & Co
New York
$480M +$61.8M +104,324 +15%
TIAA Trust, National Association
123
TIAA Trust, National Association
North Carolina
$460M -$3.71M -6,267 -0.8%
LWIC
124
Leith Wheeler Investment Counsel
British Columbia, Canada
$455M -$31.8M -53,746 -6%
Baird Financial Group
125
Baird Financial Group
Wisconsin
$450M +$55.9M +94,507 +14%

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.