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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
P
201
&Partners
Tennessee
$231M +$68M +114,828 +42%
TLIC
202
Taiyo Life Insurance Company
Japan
$227M
RWM
203
RKL Wealth Management
Pennsylvania
$225M +$3.74M +6,317 +2%
FMII
204
Farmers & Merchants Investments Inc
Nebraska
$224M -$2.5M -4,229 -1%
NRI
205
NFP Retirement Inc
California
$224M +$932K +1,574 +0.4%
TFO
206
Tarbox Family Office
California
$221M -$1.74M -2,938 -0.8%
Mitsubishi UFJ Trust & Banking
207
Mitsubishi UFJ Trust & Banking
Japan
$219M +$6.32M +10,680 +3%
BP
208
Ballentine Partners
Massachusetts
$219M -$1.97M -3,330 -0.9%
AIIMS
209
Analyst IMS Investment Management Services
Israel
$217M
SCM
210
Steele Capital Management
Iowa
$217M -$1.38M -2,326 -0.6%
MWA
211
Midland Wealth Advisors
Illinois
$215M +$409K +691 +0.2%
SPIA
212
Steward Partners Investment Advisory
New York
$215M +$13.4M +22,640 +7%
EIG
213
Ellenbecker Investment Group
Wisconsin
$215M -$11.9M -20,165 -5%
IWC
214
Integrated Wealth Concepts
Massachusetts
$214M +$191K +323 +0.1%
3AM
215
3EDGE Asset Management
Florida
$211M +$39.4M +66,589 +23%
RWM
216
Ritholtz Wealth Management
New York
$210M +$5.39M +9,098 +3%
Wellington Management Group
217
Wellington Management Group
Massachusetts
$210M -$3.41M -5,764 -2%
IMC Chicago
218
IMC Chicago
Illinois
$209M +$210M +355,369 New
AF
219
Apexium Financial
Texas
$209M +$9.8M +16,554 +5%
NMC
220
Nine Masts Capital
Hong Kong
$207M +$208M +352,000 New
DLIC
221
Daido Life Insurance Company
Japan
$207M
PIMJS
222
PKO Investment Management Joint-Stock
Poland
$206M -$74.4M -125,754 -26%
MW
223
Marcum Wealth
Ohio
$197M +$3.22M +5,435 +2%
SPC
224
Sigma Planning Corp
Michigan
$196M -$361K -610 -0.2%
RAM
225
Readystate Asset Management
Illinois
$196M +$197M +333,000 New

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.