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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
MI
2526
Motiv8 Investments
Florida
$681K -$94.5K -170 -13%
GF
2527
GGM Financials
Ohio
$675K -$29.5K -53 -4%
AWM
2528
Aries Wealth Management
Maine
$674K
SFS
2529
Stiles Financial Services
Minnesota
$673K -$115K -206 -15%
IC
2530
Inscription Capital
Texas
$672K +$2.78K +5 +0.4%
FCM
2531
Fourpath Capital Management
Oklahoma
$670K +$646K +1,162 New
IP
2532
Ignite Planners
California
$666K -$61.2K -110 -9%
SFP
2533
Strategic Financial Planning
Texas
$662K
FWM
2534
FSA Wealth Management
Massachusetts
$662K +$638K +1,148 New
GCP
2535
Gill Capital Partners
Colorado
$659K -$27.8K -50 -4%
KF
2536
KKM Financial
Illinois
$656K +$91.7K +165 +17%
SIAG
2537
Safeguard Investment Advisory Group
California
$656K +$8.34K +15 +1%
MPIA
2538
Mountain Pacific Investment Advisers
Idaho
$655K
CWP
2539
CFM Wealth Partners
Texas
$654K +$556 +1 +0.1%
BP
2540
BCK Partners
New York
$652K -$25K -45 -4%
B
2541
Bellecapital
Switzerland
$650K
ACM
2542
Argent Capital Management
Missouri
$648K
WMA
2543
West Michigan Advisors
Michigan
$648K +$21.1K +38 +3%
ST
2544
Somerset Trust
Pennsylvania
$648K -$11.1K -20 -2%
FI
2545
FWG Investments
Kentucky
$647K +$8.9K +16 +1%
SF
2546
Slagle Financial
Illinois
$647K -$94.5K -170 -13%
SLT
2547
St Louis Trust
Missouri
$646K
GC
2548
Glenorchy Capital
Australia
$645K
CIP
2549
Chartwell Investment Partners
Pennsylvania
$644K -$94.5K -170 -13%
RFN
2550
RDA Financial Network
Iowa
$643K +$46.1K +83 +8%

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.