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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
GG
2601
Gleason Group
Kentucky
$577K +$1.11K +2 +0.2%
DA
2602
Dash Acquisitions
California
$576K
UBV
2603
United Bank (Virginia)
Virginia
$575K
CPC
2604
Consolidated Planning Corp
Georgia
$575K
FA
2605
Fiduciary Alliance
South Carolina
$574K -$13.3K -24 -2%
SPWG
2606
Sage Private Wealth Group
Illinois
$574K -$30.6K -55 -5%
ESBC
2607
E.S. Barr & Co
Kentucky
$572K +$117K +211 +27%
SP
2608
Stonebrook Private
Michigan
$572K +$1.67K +3 +0.3%
GLR
2609
Great Lakes Retirement
Ohio
$567K -$308K -554 -36%
CSB
2610
City State Bank
Iowa
$566K -$21.7K -39 -4%
CWM
2611
Compass Wealth Management
Connecticut
$565K -$55.6K -100 -9%
PIA
2612
Petredis Investment Advisors
Pennsylvania
$564K +$544K +978 New
CA
2613
Cambridge Advisors
Nebraska
$561K
FNT
2614
First Nebraska Trust
Nebraska
$561K
MGWA
2615
Monument Group Wealth Advisors
Massachusetts
$561K +$37.3K +67 +7%
HAIM
2616
Hunter Associates Investment Management
Pennsylvania
$559K
BB
2617
Bell Bank
North Dakota
$551K +$32.2K +58 +6%
JSC
2618
Jackson Square Capital
California
$551K +$281K +506 +113%
RFN
2619
Redwood Financial Network
Ohio
$551K +$78.4K +141 +17%
HHAA
2620
Henry H. Armstrong Associates
Pennsylvania
$549K
CFSG
2621
Clark Financial Services Group
Missouri
$549K +$297K +534 +128%
MSWM
2622
Mowery & Schoenfeld Wealth Management
Illinois
$547K +$7.23K +13 +1%
KV
2623
Kickstand Ventures
New York
$546K -$23.4K -42 -4%
LRPA
2624
L. Roy Papp & Associates
Arizona
$545K
USWIA
2625
UP Strategic Wealth Investment Advisors
Pennsylvania
$543K

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.