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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
BlackRock
1
BlackRock
New York
$39.5B -$818M -1,382,231 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.7B -$659M -1,113,900 -3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$18B +$732M +1,237,481 +4%
Morgan Stanley
4
Morgan Stanley
New York
$16.4B +$1.75B +2,960,729 +12%
Marshall Wace
5
Marshall Wace
United Kingdom
$13.9B +$264M +446,000 +2%
Creative Planning
6
Creative Planning
Kansas
$12.7B +$169M +284,989 +1%
Koshinski Asset Management
7
Koshinski Asset Management
Illinois
$12.7B -$669K -1,130 -5%
JP Morgan Chase
8
JP Morgan Chase
New York
$10.7B -$1.62B -2,740,490 -13%
Wells Fargo
9
Wells Fargo
California
$10.5B +$1.12B +1,885,907 +12%
Bank of America
10
Bank of America
North Carolina
$10.5B -$4.41B -7,456,355 -30%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$8.9B +$200M +338,269 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.33B +$1.28B +2,157,512 +18%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$8.19B +$109M +183,962 +1%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$7.09B +$282M +476,796 +4%
Prudential Financial
15
Prudential Financial
New Jersey
$6.83B +$4.03B +6,813,214 +142%
LPL Financial
16
LPL Financial
California
$6B +$697M +1,177,424 +13%
Nisa Investment Advisors
17
Nisa Investment Advisors
Missouri
$5.81B +$5.84B +9,874,739 New
Goldman Sachs
18
Goldman Sachs
New York
$5.75B -$1.25B -2,114,979 -18%
FCAS
19
First Command Advisory Services
Texas
$5.22B +$30.5M +51,455 +0.6%
CI Investments Inc
20
CI Investments Inc
Ontario, Canada
$4.87B
Ameriprise
21
Ameriprise
Minnesota
$4.77B +$745M +1,258,751 +18%
Truist Financial
22
Truist Financial
North Carolina
$4.28B -$55.6M -93,949 -1%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$4.04B +$253M +427,832 +7%
Northern Trust
24
Northern Trust
Illinois
$3.94B +$461M +779,116 +13%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$3.83B +$203M +342,125 +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.