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iShares Core S&P 500 ETF
IVV

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: 3,117 → 3,204 (+87)

2% more funds holding in top 10

Funds holding in top 10: 1,009 → 1,031 (+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

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$5.69B
2
Bank of America
Bank of America
North Carolina
+$5.18B
3
Squarepoint
Squarepoint
New York
+$3B
4
Morgan Stanley
Morgan Stanley
New York
+$1.74B
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.22B

Top Sellers

Rank Fund Capital Flow
1
CM
Capula Management
Cayman Islands
-$4.8B
2
SFC
Strategic Financial Concepts
Texas
-$1.18B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$778M
4
LWM
Liberty Wealth Management
California
-$719M
5
Goldman Sachs
Goldman Sachs
New York
-$709M
Name Holding Trade Value Shares
Change 		Change in
Stake
NLP
2576
Next Level Private
New York
$606K +$1.11K +2 +0.2%
SMA
2577
Seven Mile Advisory
New Jersey
$600K – – –
HFS
2578
Haverford Financial Services
Pennsylvania
$600K – – –
HGA
2579
Hobbs Group Advisors
South Carolina
$597K +$45K +81 +8%
CFAM
2580
Center For Asset Management
Florida
$597K +$2.22K +4 +0.4%
SHA
2581
Seneca House Advisors
Virginia
$595K +$19.5K +35 +4%
DW30
2582
Drucker Wealth 3.0
New Jersey
$595K -$155K -279 -21%
XT
2583
XTX Topco
Cayman Islands
$594K +$573K +1,030 New
DAM
2584
Delta Asset Management
Tennessee
$594K – – –
RWS
2585
Resolute Wealth Strategies
Mississippi
$592K +$556 +1 +0.1%
MFG
2586
Monte Financial Group
Connecticut
$592K -$9.45K -17 -2%
GFWA
2587
Grey Fox Wealth Advisors
Delaware
$592K -$27.2K -49 -5%
KCFA
2588
Key Client Fiduciary Advisors
New Jersey
$592K -$6.12K -11 -1%
MLL
2589
Moody Lynn & Lieberson
Massachusetts
$590K – – –
SOAG
2590
Silver Oak Advisory Group
Oregon
$587K – – –
KFS
2591
Kaizen Financial Strategies
California
$586K +$556 +1 +0.1%
NPFS
2592
Novak & Powell Financial Services
Florida
$586K -$65.1K -117 -10%
PT
2593
Plimoth Trust
Massachusetts
$584K -$12.8K -23 -2%
IHWM
2594
Iron Horse Wealth Management
Iowa
$583K +$58.4K +105 +12%
T
2595
Tidemark
California
$582K +$33.9K +61 +6%
DFA
2596
Delta Financial Advisors
Louisiana
$581K +$3.89K +7 +0.7%
PAM
2597
Peninsula Asset Management
Florida
$581K – – –
MPCG
2598
Matrix Private Capital Group
New York
$579K -$5K -9 -0.9%
MSFP
2599
Mark Sheptoff Financial Planning
Connecticut
$578K +$41.1K +74 +8%
FSA
2600
Financial Security Advisor
Virginia
$577K +$1.67K +3 +0.3%
102 103
104
105 106

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.