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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
IAP
2501
Indie Asset Partners
Indiana
$707K +$258K +464 +61%
LIG
2502
Lokken Investment Group
Delaware
$707K -$167K -301 -20%
DBRC
2503
D.B. Root & Company
Pennsylvania
$706K +$366K +659 +117%
OBWP
2504
O'Brien Wealth Partners
Massachusetts
$704K
DLCIG
2505
D.L. Carlson Investment Group
New Hampshire
$704K
FRA
2506
Front Row Advisors
California
$703K -$192K -345 -22%
MSG
2507
Main Street Group
Virginia
$703K -$43.4K -78 -6%
MC
2508
Martin & Co
Tennessee
$702K
FMB
2509
Field & Main Bank
Kentucky
$701K -$108K -194 -14%
MIAS
2510
Mason Investment Advisory Services
Virginia
$701K -$138K -248 -17%
PIFP
2511
Partners in Financial Planning
Virginia
$700K
NEWAS
2512
N.E.W. Advisory Services
Wisconsin
$700K -$267K -480 -28%
LJHT
2513
Laurie J. Hall Trustee
$699K -$41.7K -75 -6%
MWM
2514
Mittelman Wealth Management
Massachusetts
$699K -$13.9K -25 -2%
MWM
2515
Marion Wealth Management
Pennsylvania
$698K -$89K -160 -12%
VWM
2516
VCI Wealth Management
Missouri
$697K -$9.45K -17 -1%
ERIM
2517
Eagle Ridge Investment Management
Connecticut
$696K -$33.9K -61 -5%
CWP
2518
Concord Wealth Partners
Virginia
$696K +$2.22K +4 +0.3%
RIP
2519
RAM Investment Partners
Washington
$692K +$4.45K +8 +0.7%
ACA
2520
Atlas Capital Advisors
Wyoming
$686K +$6.67K +12 +1%
PFG
2521
Prosperity Financial Group
California
$686K +$65.6K +118 +11%
RCM
2522
Radnor Capital Management
Pennsylvania
$686K +$661K +1,189 New
SFS
2523
Sharp Financial Services
Pennsylvania
$684K +$117K +210 +22%
TCM
2524
Tandem Capital Management
New Jersey
$681K
ST
2525
Sabal Trust
Florida
$681K -$13.9K -25 -2%

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.