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iShares Core S&P 500 ETF

3,204 hedge funds and large institutions have $395B invested in iShares Core S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 179 funds opening new positions, 1,376 increasing their positions, 1,210 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 60

14% more repeat investments, than reductions

Existing positions increased: 1,376 | Existing positions reduced: 1,210

9% more capital invested

Capital invested by funds: $362B → $395B (+$32.5B)

3% more funds holding

Funds holding: 3,1173,204 (+87)

2% more funds holding in top 10

Funds holding in top 10: 1,0091,031 (+22)

2% more call options, than puts

Call options by funds: $826M | Put options by funds: $810M

0.67% more ownership

Funds ownership: 74.8%75.47% (+0.67%)

Holders
3,204
Holders Change
+87
Holders Change %
+2.79%
% of All Funds
46%
Holding in Top 10
1,031
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+2.18%
% of All Funds
14.8%
New
179
Increased
1,376
Reduced
1,210
Closed
60
Calls
$826M
Puts
$810M
Net Calls
+$16.3M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
2476
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$753K +$46.7K +84 +7%
TAM
2477
Townsend Asset Management
North Carolina
$751K -$16.1K -29 -2%
STCOSD
2478
Sageworth Trust Company of South Dakota
South Dakota
$751K +$128K +230 +21%
FAM
2479
Fenimore Asset Management
New York
$750K +$55.6K +100 +8%
Invesco
2480
Invesco
Georgia
$748K +$277K +499 +63%
BWP
2481
Balboa Wealth Partners
Arizona
$745K +$9.45K +17 +1%
HTHT
2482
Hemenway Trust Hemenway Trust
New Hampshire
$743K -$5.56K -10 -0.8%
FNBOMD
2483
First National Bank of Mount Dora
Florida
$732K
HWM
2484
Horizons Wealth Management
North Carolina
$731K -$10.6K -19 -1%
UWM
2485
USAdvisors Wealth Management
Minnesota
$730K +$53.9K +97 +8%
SW
2486
SMART Wealth
Nebraska
$728K +$172K +309 +32%
TFGT
2487
TS Financial Group (TSFG)
Illinois
$726K -$47.8K -86 -6%
ACA
2488
Anchor Capital Advisors
Massachusetts
$725K
BST
2489
Bath Savings Trust
Maine
$724K +$2.22K +4 +0.3%
IWM
2490
Iams Wealth Management
Nebraska
$724K +$63.4K +114 +10%
AA
2491
Addison Advisors
Vermont
$722K -$56.2K -101 -7%
WA1
2492
Wimmer Associates 1
California
$721K
CF
2493
Convergence Financial
Missouri
$718K -$161K -289 -19%
CCA
2494
Conservest Capital Advisors
Pennsylvania
$717K
TF
2495
Tenon Financial
New Jersey
$715K +$1.11K +2 +0.2%
CWM
2496
Collaborative Wealth Management
Florida
$714K +$64.5K +116 +10%
BEW
2497
Burton Enright Welch
California
$712K
DCM
2498
Donaldson Capital Management
Indiana
$712K -$63.4K -114 -8%
RFA
2499
Register Financial Advisors
Georgia
$711K +$5K +9 +0.7%
CSPAM
2500
Cary Street Partners Asset Management
Virginia
$708K +$294K +528 +76%

IVV Hedge Fund Activity: Q3 2024 in Review

3,204 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q3 2024, worth a combined $395B — up 9% from $362B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new IVV positions and 60 closed out — a net gain of 119 holders — while 1,376 added to existing stakes and 1,210 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $5.69B. The largest seller was Capula Management, exiting entirely with an estimated $4.8B sold.

  • 3,204 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q3 2024, up from 3,117 in Q2 2024.
  • Funds reported $395B of iShares Core S&P 500 ETF stock for Q3 2024, up 9% quarter-over-quarter.
  • 179 funds opened new iShares Core S&P 500 ETF positions in Q3 2024 and 60 closed out, a net change of +119 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $5.69B added.
  • The largest iShares Core S&P 500 ETF seller in Q3 2024 was Capula Management, an estimated $4.8B sold.

Based on aggregated 13F filings for Q3 2024.