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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
AWM
2551
Activest Wealth Management
Florida
$643K +$2.22K +4 +0.4%
TFG
2552
Tilson Financial Group
New Jersey
$642K +$619K +1,113 New
TWD
2553
True Wealth Design
Ohio
$637K -$749K -1,348 -55%
ZIG
2554
Zuckerman Investment Group
Illinois
$637K -$107K -193 -15%
FFWM
2555
Future Financial Wealth Management
Ohio
$636K
TA
2556
TPG Advisors
Illinois
$633K +$2.78K +5 +0.5%
SIC
2557
Samalin Investment Counsel
New York
$629K +$159K +286 +36%
TWP
2558
Total Wealth Planning
Ohio
$628K -$42.3K -76 -7%
FFP
2559
FourThought Financial Partners
Florida
$627K -$65.1K -117 -10%
B
2560
Bensler
Washington
$625K -$12.2K -22 -2%
HDIM
2561
Hanson & Doremus Investment Management
Vermont
$624K
UBG
2562
United Bank (Georgia)
Georgia
$622K +$109K +196 +22%
WP
2563
Wealthspan Partners
Iowa
$622K +$2.78K +5 +0.5%
HCM
2564
HMS Capital Management
Tennessee
$621K
TPWM
2565
Twelve Points Wealth Management
Massachusetts
$620K -$35.6K -64 -6%
PA
2566
Paragon Advisors
Texas
$618K
HA
2567
Hofer & Associates
California
$616K -$1.11K -2 -0.2%
SI
2568
Stonekeep Investments
New Mexico
$616K +$80.1K +144 +16%
SHWM
2569
Smith & Howard Wealth Management
Georgia
$615K -$79.5K -143 -12%
HPIA
2570
Hamilton Point Investment Advisors
North Carolina
$615K
MAM
2571
Milestone Asset Management
Pennsylvania
$615K +$556 +1 +0.1%
MP
2572
McDonald Partners
Ohio
$609K +$79K +142 +16%
IPW
2573
Impact Partnership Wealth
Georgia
$609K -$256K -460 -30%
MIM
2574
Marco Investment Management
Georgia
$606K
BWP
2575
Barlow Wealth Partners
Kentucky
$606K +$99.5K +179 +20%

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.