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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
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$352M -$17.5M -29,587 -5%
EH
152
Equitable Holdings
New York
$345M +$4.07M +6,878 +1%
PAG
153
Private Advisor Group
New Jersey
$343M +$128M +216,231 +59%
AWE
154
Avidian Wealth Enterprises
Texas
$330M +$21.6M +36,454 +7%
Two Sigma Investments
155
Two Sigma Investments
New York
$330M +$180M +304,700 +119%
UB
156
UMB Bank
Missouri
$329M +$2.64M +4,468 +0.8%
SA
157
Sanctuary Advisors
Indiana
$328M -$2M -3,372 -0.6%
SLI
158
Sumitomo Life Insurance
Japan
$327M
Kovitz Investment Group Partners
159
Kovitz Investment Group Partners
Illinois
$324M +$65.6M +110,881 +25%
GAM
160
Goldentree Asset Management
New York
$321M +$323M +545,000 New
NMIMC
161
Northwestern Mutual Investment Management Company
Wisconsin
$319M -$115M -194,300 -26%
AL
162
Aspiriant LLC
California
$315M +$56.6M +95,605 +22%
SLF
163
Sun Life Financial
Ontario, Canada
$310M
KA
164
Klingman & Associates
New York
$308M +$189K +319 +0.1%
NFA
165
Nationwide Fund Advisors
Ohio
$304M +$4.71M +7,957 +2%
BOF
166
Bank of Finland
Finland
$303M -$156M -263,989 -34%
COCM
167
Charter Oak Capital Management
New Hampshire
$302M -$2.54M -4,299 -0.8%
LWMT
168
Legacy Wealth Management (Tennessee)
Tennessee
$302M +$5.78M +9,765 +2%
HHGA
169
Halbert Hargrove Global Advisors
California
$297M +$567K +958 +0.2%
GFG
170
GR Financial Group
Arizona
$295M +$4.77M +8,063 +2%
JC
171
JB Capital
Connecticut
$291M -$5.49M -9,282 -2%
HSBC Holdings
172
HSBC Holdings
United Kingdom
$289M +$79.4M +134,124 +38%
JSW
173
Journey Strategic Wealth
New Jersey
$289M +$10.4M +17,647 +4%
WFA
174
Wellspring Financial Advisors
Ohio
$287M +$57M +96,347 +25%
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
$283M -$3.72M -6,280 -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.