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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
CCM
126
Coldstream Capital Management
Washington
$443M +$2.98M +5,034 +0.7%
Stifel Financial
127
Stifel Financial
Missouri
$436M +$8.25M +13,935 +2%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$435M +$12.2M +20,615 +3%
SGI
129
Swan Global Investments
Colorado
$419M +$1.25M +2,104 +0.3%
TI
130
Tidal Investments
Wisconsin
$404M +$49M +82,765 +14%
PA
131
Parallel Advisors
California
$402M +$15.5M +26,132 +4%
CWM
132
Circle Wealth Management
New Jersey
$402M +$16.3M +27,586 +4%
KAS
133
Kestra Advisory Services
Texas
$399M +$40M +67,516 +11%
Allspring Global Investments
134
Allspring Global Investments
North Carolina
$397M +$6.98M +11,795 +2%
CFG
135
CKW Financial Group
Hawaii
$397M -$6.74M -11,380 -2%
NAM
136
Nissay Asset Management
Japan
$389M
SIC
137
Sigma Investment Counselors
Michigan
$388M +$2.77M +4,683 +0.7%
RIG
138
RiverFront Investment Group
Virginia
$385M +$9M +15,210 +2%
Manulife (Manufacturers Life Insurance)
139
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$380M +$86.7M +146,427 +29%
CM
140
Crestline Management
Texas
$377M +$379M +640,000 New
EP
141
Essential Planning
New Hampshire
$376M +$370M +624,731 +6,152%
Focus Partners Wealth
142
Focus Partners Wealth
Massachusetts
$376M +$169M +285,593 +81%
EW
143
Evoke Wealth
California
$367M -$5.6M -9,469 -1%
CWM
144
Cahaba Wealth Management
Georgia
$366M +$1.53M +2,578 +0.4%
MMI
145
Matson Money Inc
Ohio
$365M
TI
146
Truepoint Inc
Ohio
$358M -$369K -623 -0.1%
FCH
147
Freestone Capital Holdings
Washington
$356M +$7.95M +13,431 +2%
QWP
148
Quotient Wealth Partners
Texas
$355M +$4.01M +6,773 +1%
GF
149
Genworth Financial
Virginia
$354M
HWA
150
Heritage Wealth Advisors
Virginia
$354M -$21M -35,399 -6%

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.